Key Clients:Prudent Corporate Advisory Services Ltd., and Sakal Money Advisory● Provide strategic investment advice to medium and small businesses, as well as individual clients, helping them maximize returns while managing risk.● Conduct comprehensive portfolio reviews and reconstructions, aligning investment strategies with clients' financial goals, market trends, and risk tolerance.● Develop customized financial plans for clients, offering guidance on mutual funds… Show more Key Clients:Prudent Corporate Advisory Services Ltd., and Sakal Money Advisory● Provide strategic investment advice to medium and small businesses, as well as individual clients, helping them maximize returns while managing risk.● Conduct comprehensive portfolio reviews and reconstructions, aligning investment strategies with clients' financial goals, market trends, and risk tolerance.● Develop customized financial plans for clients, offering guidance on mutual funds, tax-saving instruments, and long-term wealth creation strategies.● Monitor and analyze market trends, continuously updating clients on market developments, ensuring proactive adjustments to portfolios.● Foster long-term client relationships, delivering exceptional customer service and building trust through personalized investment solutions, resulting in high client retention and portfolio growth. Show less

● Led the preparation of comprehensive reinsurance MIS reports and reinsurer statement of accounts, providing clear insights for decision-making at the senior management level.● Spearheaded reconciliation efforts with both foreign reinsurers and Indian insurers, ensuring accurate and timely balance settlements, improving financial transparency.● Managed the settlement of facultative premiums and claims, optimizing payment processes and ensuring adherence to contractual obligations and… Show more ● Led the preparation of comprehensive reinsurance MIS reports and reinsurer statement of accounts, providing clear insights for decision-making at the senior management level.● Spearheaded reconciliation efforts with both foreign reinsurers and Indian insurers, ensuring accurate and timely balance settlements, improving financial transparency.● Managed the settlement of facultative premiums and claims, optimizing payment processes and ensuring adherence to contractual obligations and timelines. Show less

● Led cross-functional collaboration with the IT team to develop and implement reinsurance modules for premium and claims systems, streamlining processes for bordereaux management and reinsurance payments.● Managed Reinsurance Treaty and Facultative MIS, ensuring timely and accurate reporting to internal stakeholders and external reinsurers.● Prepared and reconciled detailed reinsurer statements of accounts, maintaining financial accuracy, and ensuring alignment with both foreign… Show more ● Led cross-functional collaboration with the IT team to develop and implement reinsurance modules for premium and claims systems, streamlining processes for bordereaux management and reinsurance payments.● Managed Reinsurance Treaty and Facultative MIS, ensuring timely and accurate reporting to internal stakeholders and external reinsurers.● Prepared and reconciled detailed reinsurer statements of accounts, maintaining financial accuracy, and ensuring alignment with both foreign reinsurers and Indian insurers.● Oversaw audits within the reinsurance department, acting as the primary audit lead, ensuring compliance with company policies, and maintaining transparency across operations.● Facilitated monthly closing of reinsurance claims and premium bordereaux, ensuring timely and accurate financial reporting and settlement with reinsurers.● Reported and followed up on claims with foreign reinsurers, driving successful recoveries and maintaining strong reinsurer relationships.● Worked closely with the finance MIS team to reconcile reinsurance balances, reducing discrepancies, and enhancing financial reporting accuracy.● Ensured strict adherence to SOPs and IRDA regulations, guiding team members and ensuring department-wide compliance with industry standards. Show less

● Provided comprehensive financial planning services to salaried individuals, delivering personalized tax-saving strategies and optimizing investment portfolios.● Specialized in tax consultancy and liability computation, helping clients minimize tax liabilities and improve financial health through tailored advice.● Offered expert investment consultancy, guiding clients on long-term wealth creation, diversification, and risk management.● Served as a financial planning advisor for… Show more ● Provided comprehensive financial planning services to salaried individuals, delivering personalized tax-saving strategies and optimizing investment portfolios.● Specialized in tax consultancy and liability computation, helping clients minimize tax liabilities and improve financial health through tailored advice.● Offered expert investment consultancy, guiding clients on long-term wealth creation, diversification, and risk management.● Served as a financial planning advisor for Aviva Life Insurance Co. Pvt. Ltd., for the period Feb 2005 – Dec 2006, assisting clients with life insurance products and overall financial planning. Show less

● Prepared and filed tax returns for individual assesses, ensuring accurate calculations and compliance with tax regulations.● Conducted internal audits for Public Sector Banks and Co-operative Banks, identifying areas for process improvements and risk mitigation.● Performed revenue audits for Public Sector Banks, ensuring proper financial reporting and adherence to regulatory requirements.● Managed accounting services for Private Limited Companies and Proprietary concerns… Show more ● Prepared and filed tax returns for individual assesses, ensuring accurate calculations and compliance with tax regulations.● Conducted internal audits for Public Sector Banks and Co-operative Banks, identifying areas for process improvements and risk mitigation.● Performed revenue audits for Public Sector Banks, ensuring proper financial reporting and adherence to regulatory requirements.● Managed accounting services for Private Limited Companies and Proprietary concerns, maintaining financial records and ensuring compliance with accounting standards.● Led audits for Private Limited Companies, providing detailed audit reports and recommendations for improving financial and operational efficiency. Show less