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Our Team

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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