Anup Behera Email & Phone Number

Bengaluru, Karnataka, India

Bangalore Urban, Karnataka, India

- Responsible for assisting the Chief Investment Officer with their reporting requirements- Provides investment management support by maintaining awareness of portfolio asset allocation and construction and prepares review material for client meetings- Executes transactions to rebalance client investment programs and works with bank partners to post client.

Bangalore Urban, Karnataka, India

- Interaction with clients to resolve queries and report as per their Ad-hoc requirements- Transition Projects: This involves setting up performance systems for new clients, creating portfolios and underlying securities, setting up benchmarks, and linking portfolios to desired benchmarks for return comparison. It also includes onboard clients with old.

Bangalore Urban, Karnataka, India

- Auditing assigned portfolios/funds on a daily, weekly, and monthly basis. Performing various checks such as security level, cash derivatives return check, account returns compare, and other control reports within defined service level agreements- Investigate Portfolio vs. Benchmark returns- Effective Interaction with Global teams (Corporate Actions.

Kolkata, West Bengal, India

- Rendered accounting and taxation services to various Private Ltd companies in Healthcare, Hospitality, Infrastructure, Agro, Engg. Works sectors- Income Tax, Sales Tax Scrutiny Cases, and GST Compliances- Tax Fillings for Individual Clients - Doctors, Stock Traders, Wholesalers & Retailers- Devised, deployed, and monitored processes to boost the top.

Kolkata, West Bengal, India

- Book Keeping of Small Scale Business- Accounting for proprietorship and partnership businesses- Sales Tax return filling- Supporting in statutory audits, tax audits

Cfa

Bachelor Of Commerce - Bcom (Hons), Accounting And Finance