Testimonials

Services

Video meeting . 45 mins
5

Personal Finance planning

Financial Freedom/Best Asset/Dynamic SIP/Risk Managed SWP
FREE
Priority DM . 2 days reply
FREE
Video meeting . 30 mins
₹800
Video meeting . 30 mins
₹800
Popular
Priority DM . 2 days reply
FREE
Priority DM . 2 days reply
FREE
Video meeting . 30 mins
₹800
Video meeting . 30 mins
₹800

About me

Full time Wealth Advisory in Income Tax Planning, Risk Managed Mutual Funds, Personalised Investment Plan, Insurance Advisory, Loan Management/Planning, Real Estate Consultancy, Financial Risk Management, Ad-hoc Financial Decision and much more!! Before starting my full time Financial Advisory, I served in as a Core Financial Analyst with 14 years of experience in Banking and Financial Services domain. After finishing Article ship and Chartered Accountancy, started my career with ICICI Bank Ltd wherein I handled Accounting and Reporting of Foreign Exchange & Derivative products in Treasury Department. Was a part of various projects including Risk Management System i.e. Murex Migration. I joined Deutsche thereafter and was responsible for Financial Planning & Analysis role in Global Credit Trading which included Flow Trading, Financing & Securitizations businesses. I have handled Annual Plan, Monthly Packs and Quarterly Board Review Meetings. Along with this I was the sole point of contact for Market Risk Standardized approach calculation for Securitization business in Mumbai. I had a short stint at Credit Suisse Product control division in Pune where I handled a team and was responsible for APAC Local Markets Korea Daily P&L sign off along with Month/Quarter/Year end Accounting close. Looking for opportunities back in Mumbai, I have joined Citi wherein I handled Securities Services Product Planning & Analysis role initially and then led CCAR NII (Net Interest Income) Team for Markets, Financing & Securitization & Securities Services.