Lucky Agarwal Email and Phone Number

Our team at Credit Suisse thrives on precision and expertise in wealth management, where my role as an Accounting Specialist includes overseeing financial affairs for Ultra High Net Worth Clients. We ensure their portfolios are meticulously managed, reflecting tailored financial statements and comprehensive evaluations of bank and investment reports.With a solid foundation in commerce from Bundelkhand University, my competencies lie in statutory compliance, service tax mastery, and stringent reporting requirements. The goal is to consistently deliver data accuracy and implement best practices for corporate actions reconciliation, contributing to the reliability and integrity of financial operations.