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CA Piyush Upadhyay - Founding Partner & Data Specialist
CA Piyush Upadhyay is a forward-looking Chartered Accountant known for blending deep financial
expertise with cutting-edge technology adoption. With over a decade of experience, he has built a
reputation for delivering structured, data-backed solutions to complex financial and operational
challenges. As the co-founder of Shah & Upadhyay, he has led engagements across statutory audits,
internal controls, management reporting systems (MIS), and forensic audits for mid to large
enterprises.
Piyush is highly respected for his ability to digitize traditional financial functions through tools
like Google Sheets, Excel dashboards, and cloud-based ERP integrations. His strength lies in
translating raw financial data into strategic insights that drive decision-making and improve
profitability. In addition, his knowledge of business systems has helped clients streamline
procurement, production monitoring, CRM, and order-to-cash cycles.
He also brings a strong commitment to continuous learning. In 2024, he completed AICA Level 1
certification, which reflects his growing interest in AI-driven financial analytics and automation.
He is also a DISA-qualified professional, adding to his strength in systems audit and technology
assurance.
Qualifications: Chartered Accountant (2011), DISA (2013), AICA Level 1 (2024)
Areas of Expertise: Audit & Assurance, Process Automation, MIS Reporting, Systems Audit,
Google Sheets & Dashboarding
Industries Served: Manufacturing, Retail, Real Estate, Home Furnishing, Financial Services
Approach: Technology-first, analytics-driven, focused on long-term value creation
Values:: Innovation, accountability, precision, and client collaboration.

CA Priyanka Shah - Founding Partner & Tax Specialist
CA Priyanka Shah is a strategic and detail-oriented finance professional with diverse experience in
taxation, compliance, and financial planning. She co-founded Shah & Upadhyay with a mission to offer
holistic financial advisory to SMEs, startups, and corporates navigating the complex Indian
regulatory landscape.
Her dual qualification as a Chartered Accountant and Chartered Financial Analyst (CFA) equips her
with an exceptional grasp over financial analysis, valuation, and risk management. Her hands-on
expertise includes corporate taxation, GST compliance, company law matters, representation before
authorities, and financial modelling for business plans and investor pitches. She has further
enhanced her professional toolkit by completing a Certificate Course in Insolvency & Bankruptcy Code
(IBC), allowing her to advise on distressed asset resolution and insolvency proceedings.
Priyanka is known for her proactive approach in identifying tax-saving opportunities, regulatory red
flags, and business restructuring ideas. She has advised a wide spectrum of clients in
manufacturing, healthcare, social enterprises, and technology, enabling them to maintain fiscal
discipline and plan for sustainable growth.
Qualifications: Chartered Accountant (2013), CFA (2013), Certificate Course in IBC
Areas of Expertise: Corporate Taxation, GST & Regulatory Compliance, Financial Modelling, IBC
Advisory, Strategic Planning
Industries Served: Manufacturing, Startups, NGOs, Health & Education, Technology
Approach: Insightful, compliant, client-centric with a long-term advisory mindset
Values: Transparency, integrity, reliability, and professional excellence
Team Qualities and Commitment
Together, Piyush and Priyanka lead a team built on integrity, responsiveness, and personalised
service. Their combined goal: deliver compliance solutions that not only meet regulations
but also fuel client growth.
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