 Valuation of Target Companies for acquisitions. Management, arrangement and movement of funds within the group investment Companies. (40 in no.) Budget Preparation& Analysis. Consolidation of Budget from different Business Units.  Handling TDS/WCT payments Detailed Analysis of all investment proposals, financial modeling, risk assessment and mitigation. Complete diligence of all investments and subsequently arriving at valuation.  Individually handling various projects of the Company.  Assessing their requirement of fund (regular and exigencies). Arranging for their timely remittance with proper approval. Maintaining Accounting and Banking Transactions. Timely Preparation of Balance sheet. Coordination with Auditors and dealing with their various queries in the best interest of Company and profession. Preparation and Generation of ITR and Various ROC Filings

 Need based Financial Planning for HNI Clients. Handling HNI relationships and designing their portfolios in line with their risk/return profile and goals. Planning for Tax, Retirement Planning, Children’s future planning and managing savings. Delivering Investment strategy and solution to clients. Good understanding of financial planning process and investment products. Products Handling: Mutual Funds, SIPs, Fixed Deposits, Structured Products, PMS.  Constant monitoring and review of client’s portfolios based upon timely analysis of market dynamics. Assisting clients in making Private Family Trusts and Wills