Om Soman

Om Soman Email and Phone Number

Empowering clients with financial literacy and unbiased investment advice @ JRS Wealth
pune, maharashtra, india
Om Soman's Location
Pune, Maharashtra, India, India
Om Soman's Contact Details

Om Soman personal email

About Om Soman

At the helm of JRS Wealth for over 7.5 years, my journey as CEO intertwines deep financial acumen with a passion for empowering clients. Our team, leveraging robust asset allocation strategies and mutual fund insights, has successfully guided over 300 clients towards financial literacy and independence.Our ethos at JRS Wealth embodies an empathetic approach, ensuring not just the safety of investments but also their substantial growth. We've fostered strong relationships with top asset management and insurance firms, enabling us to provide unbiased advice that aligns with our clients' varied financial aspirations.

Om Soman's Current Company Details
JRS Wealth

Jrs Wealth

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Empowering clients with financial literacy and unbiased investment advice
pune, maharashtra, india
Employees:
2
Om Soman Work Experience Details
  • Jrs Wealth
    Ceo
    Jrs Wealth Mar 2017 - Present
  • Jrs Wealth
    Qualified Financial Advisor
    Jrs Wealth 2017 - Present
    Pune Area, India
    ‘Many have the will and ability to secure their financial freedom, however fail due to a flawed approach to planning for their financial freedom’With over 200 happy clients we are happy to impart financial literacy and share financial knowledge with our clients.We are associated with the best asset management companies and suggest unbiased investment products based on the needs of the client. Our empathetic approach helps to ensure the clients money is safe and compounding at the high rate of return.We are a friendly entity here to help investors maximize their returns while keeping risks to a minimum and meet their financial objectives.
  • Nuhance Nutraceuticals Llp
    Director
    Nuhance Nutraceuticals Llp Apr 2013 - Present
    > In charge of sourcing of raw materials, negotiating price terms with suppliers, drafting supply agreements and contracts,> Performed market analysis on a regular basis and due diligence and grading of the suppliers,> Oversaw the manufacturing process and compliance with various quality standards,> Set up best practices in the in‐house manufacturing facilities to ensure maintenance of highest standards of hygiene and quality,> Helped in analyzing the sales potential and identifying new marketing techniques to market products and create health awareness,> Organized health awareness camps for various companies with over 500 employees,> Set up ethical marketing channels and over the counter channels for sale of the supplements,> Appointed regional distributors and retailers to set up a complete chain for sale of goods,> In charge of analyzing budgets and forecasts and applications to various financial institutions for debt arrangements,> Involved with the legal and compliance issues and dealt with certification authorities of HACAAP, GMP and FSSAI,> Studied new advancements in manufacturing and kept in touch with the technical team on formulations and new developments.
  • Kpmg Singapore
    Senior Associate
    Kpmg Singapore Sep 2014 - Mar 2017
    Singapore
    ● In charge of statutory audit assignments of the following types of entities:-  REIT’s located in Singapore, Japan, Middle East and other locations. Private equity funds with an AUM of S$ 50 million and their related SPV’s, Rating agencies and their related software businesses covering the Asia Pacific region, Property management and investment holding companies.● Handled teams sizes ranging from 2 to 4 Associates, ● Responsibilities included audit planning, assessment of internal controls, review of agreements, finalisation of the Balance Sheet, Income statement and cash flow statements in accordance with the Singapore Financial Reporting Standards and International Financial Reporting Standards.● Handled Monetary Authority of Singapore – Capital Markets Service Liscensee (CMSL)- compliance assignments covering Anti Money Laundering and other requirements for various CMSL holders.● Gained knowledge of the taxation and reporting in Singapore.
  • Indo Schöttle Auto Parts Pvt Ltd
    Manager Finance
    Indo Schöttle Auto Parts Pvt Ltd Sep 2011 - Apr 2013
    Pune Area, India
    ● Managed a team of professionals to fulfill all financial reporting including management and statutory reporting,● In charge of the treasury function, which included managing liquidity, quarterly reporting to banks, negotiating trade terms on derivative exposures,● Led the implementation of the SAP FICO module in the company,● Additional charge of the legal and secretarial department, oversaw compliance with all Legal regulations and statutes in force,● Steered various cross department projects on cost and functional streamlining across all departments,● Management of various stakeholders including equity partners and bankers.
  • Deloitte Haskins & Sells
    Associate
    Deloitte Haskins & Sells Mar 2008 - Apr 2011
    Pune Area, India
    ● Lead small teams in quarterly audit assignments of various listed, public and private clients in the Telecom, Software, manufacturing and Construction industries● Performed a gap analysis on internal controls centered on internal control policies and actual procedures based on interviews,● Drafted overall memorandums outlining the business issues and impact of audit adjustments on various parts of the financial statements,● Coached first year associates on performance of audits and understanding the financial statements● Conducted detailed seminars for small group of colleagues on new accounting standards and applicability to various clients, including an impact analysis.● Reviewed management budgets and variances with actual numbers to understand the business of the clients and create internal memorandums for Partnerreviews.

Om Soman Skills

Auditing Accounting Finance Financial Reporting Management Internal Audit Financial Accounting Financial Analysis Tax Internal Controls Corporate Finance Consolidation Mergers And Acquisitions Due Diligence Business Strategy Business Analysis Ifrs Financial Audits Financial Modeling External Audit Team Management Financial Services Strategic Planning Management Consulting Business Development

Om Soman Education Details

Frequently Asked Questions about Om Soman

What company does Om Soman work for?

Om Soman works for Jrs Wealth

What is Om Soman's role at the current company?

Om Soman's current role is Empowering clients with financial literacy and unbiased investment advice.

What is Om Soman's email address?

Om Soman's email address is om****@****ail.com

What schools did Om Soman attend?

Om Soman attended The Institute Of Chartered Accountants Of India, Symbiosis College Of Arts And Commerce, Loyola High School.

What skills is Om Soman known for?

Om Soman has skills like Auditing, Accounting, Finance, Financial Reporting, Management, Internal Audit, Financial Accounting, Financial Analysis, Tax, Internal Controls, Corporate Finance, Consolidation.

Who are Om Soman's colleagues?

Om Soman's colleagues are Simran Raut.

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