Preethi R Email & Phone Number

Chennai, TN, IN

Chennai, Tamil Nadu, India

At Ondru, I spearhead a dedicated team of finance professionals committed to empowering businesses with financially-informed insights. We harness the potential of your financial data, translating it into strategic decisions for growth and sustainability. With a focus on problem-solving through financial analysis, we have successfully completed over 100.

As an independent consultant with extensive experience in startups, financial markets, wealth management, and investment strategies, I offer comprehensive professional advisory services tailored to the unique needs of individuals, businesses, and families. With a diverse background spanning auditing, business operations, and strategic growth roles, I.

Chennai, Tamil Nadu, India

As the Head of Strategic Products at payAgri Innovations Pvt Ltd, a leading agritech company, I spearheaded critical initiatives driving growth and market positioning. I collaborated with top management on fund planning, capital restructuring, and a successful Series A funding round. Through financial analyses and modeling, I optimized capital allocation.

Chennai, Tamil Nadu, India

• As the Head of Marketing Growth and Strategies at Tickmarks Inc., a leading virtual accounting firm in Virginia, I was responsible for developing and implementing a comprehensive marketing strategy that drove.
• Developed and implemented a comprehensive marketing strategy that increased revenue for a virtual accounting firm in Virginia, catering to businesses across industries, from large enterprises to small businesses to.
• Conducted market research, analyzed trends and competitor activity to identify new opportunities for growth, and adjusted marketing strategies accordingly.
• Managed and mentored a team of 15 marketing professionals, ensuring they met their targets and performance objectives.
• Collaborated with cross-functional teams to develop effective communication and branding strategies that strengthened the company's brand image and increased customer engagement.
• Oversaw the creation and execution of lead generation campaigns that helped Tickmarks Inc establish itself as a reliable and trustworthy firm in the industry. Show less

India

• As a Consultant at Conscience Multi-Family Office, I provided comprehensive wealth management, investment, and strategic advisory services to high-net-worth individuals and families. Leveraging my deep understanding of.
• Provided investment management services to families and diverse groups with varied structural nuances, beyond a certain level of affluence, where needs grow beyond just wealth management and financial advisory.
• Investigated available investment opportunities to determine compatibility with client financial plans and analyzed financial information obtained from clients to determine strategies for meeting clients' financial.
• Implemented financial planning recommendations and managed client portfolios, advising clients on financial products and services.
• Offered start-up advisory services to help families and diverse groups fill the invisible gap and achieve growth and prosperity for generations to come.
• Supported the growth of a multi-family office with a corpus of ₹300 Cr. Show less

Chennai, Tamil Nadu, India

• As the Manager of Investment Banking and Strategies at Paterson Securities, a renowned stockbroking firm in India, I played a pivotal role in leading a team of 15 professionals. Reporting directly to the Chief.
• Managed and led a team of 15 professionals in one of India's oldest stockbroking firms, established in 1935, and… Show more As the Manager of Investment Banking and Strategies at Paterson Securities, a renowned.
• Managed and led a team of 15 professionals in one of India's oldest stockbroking firms, established in 1935, and a renowned player in the Indian capital market.
• Worked directly under the CFO on key investment projects and initiated new business engagements with potential clients.
• Engaged with high-net-worth individuals (HNIs) and offered wealth management advisory services, sourced business opportunities within India and globally, and networked with potential investors.
• Identified projects for investment project appraisal and contributed to the growth and success of the firm.Business Development Executive

Chennai, Tamil Nadu, India

• As an Audit Manager at R. Rajendran & Co., a renowned accounting and consulting firm, I demonstrated strong leadership and technical skills. Responsible for providing motivation and guidance to junior team members, I.
• Provided motivation and guidance to junior team members, ensuring timely compliance with accounting and auditing standards and other guidance notes issued by… Show more As an Audit Manager at R. Rajendran & Co., a.
• Provided motivation and guidance to junior team members, ensuring timely compliance with accounting and auditing standards and other guidance notes issued by ICAI.
• Organized and delivered training related to new compliance rules and regulations, made independent decisions, and initiated and monitored continuous process improvements.
• Analyzed financial statements and presentations in accordance with Accounting and Auditing standards and other guidance notes issued by ICAI, conducted group reporting and statutory audit, tax audit for Indian tax.
• Contributed to the growth and success of the firm by maintaining strong relationships with clients and stakeholders and adhering to ethical norms to maintain quality and standards. Show less

Csr- Certification Course

Ca, Accounting And Finance

Acs, Governanace And Compliance

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Education record