CA Poonam Pathak

(M.Com., FCA)

CA Poonam Pathak is a visionary professional with blend of technical expertise, leadership, and a passion for empowering businesses and individuals. With over 8 years of professional experience, she has established herself as a trusted advisor in Company Law, NRI Taxation, and Corporate Governance, guiding corporate, NRIs, and entrepreneurs through complex regulatory landscapes with clarity and confidence.

A former Managing Committee Member of the Navi Mumbai Branch of ICAI, Poonam has contributed significantly to member engagement, student development, and creating platforms that support young Chartered Accountants and professionals re-entering the field. She is also a certified Independent Director, equipped with deep insights on compliance, sustainability, and strategic oversight for boards.

Her work and thought leadership have been widely recognized. In 2024, she was named among the Top 40 FinFluencers of the Year by FTLD, ICAI, reflecting her impact in democratizing financial knowledge for the NRI community and young professionals alike. She is also the author of a well-received POSH handbook, a Josh Talks speaker, and the recipient of the Star Women Award by WIRC of ICAI for her contributions to the profession and advocacy of women in leadership.

Beyond her professional achievements, Poonam is a fitness enthusiast, mindset coach, and devoted mother, embodying the balance of ambition and nurturing.

Certifications

=> Forensic Audit and Fraud Detection – ICAI

=> Anti-Money Laundering – ICAI

=> Concurrent Audit of Banks – ICAI

=> Intellectual Property Rights – ICAI

=> Public Finance and Government Accounting – ICAI

=> Corporate Social Responsibility – ICAI

=> Business Responsibility and Sustainability Reporting – ICAI

=> Peer Reviewer – ICAI

=> Financial Goal Planner – Advance Level – NSE Academy Limited

=> Certified NLP Practitioner