Principal Financial Advisors assists & guides individuals in wealth creation by suggesting various investment asset classes. We aid to your financial issues & provide solution with a goal to create wealth over long & short term by preforming sincere fundamental research in various asset classes.Investment Suggesstions in asset classes -- Mutual Funds- Shares- Fixed Deposits- NCDs- Unlisted Shares- InsuranceOur firms grows in value when you grow your wealth.

Successfully managing, leading & supervising 50 staff in the following areas.- Cleaning & maintenance.- Housekeeping.- Porter.- Waste Management & disposal (Medical & General Waste)- Inventory control & supply.for SEHA – COVID 19 Field Hospital.• Issuing quotations, drafting tenancy & service contracts for clients in ZOHO.• Lead generation via cold calling, marketing campaigns & networking platforms for labour accommodations.

- Content development for various platforms.- Research industry-related content for publication (Online & Offline)- Using SEO strategies in writing to increase website in search results.- Manage & promote blogs & articles.- Create & develop innovative content ideas.

Content Writer & content creator. (Generated Ideas & wrote content for an Instagram page called as “Little Pune Stories.”

• Developed and implemented daily operations plans such employee assignments and promotional strategies.• Reviewed financial reports each day and investigated variances with accounting staff to keep records accurate.• Reconciled monthly reports (Sales, Revenue, Profit & Loss) shared information with senior management team.• Maximized profits by reducing waste in payroll administration, cost of purchases. Increased sales by 80% with up-selling techniques like marketing campaigns, daily gaming and entertainment events, Profit to Price ratio.• Supervised daily activities of restaurant and employees.• Spearheaded regular maintenance and repair operations to keep building and equipment in peak condition.• Managed financial and business operations, including payroll, daily deposits and cost controls.• Met production requirements for all aspects of corporate, banquet and outdoor projects.¬Evaluated suppliers by assessing quality, timeliness and compliance of deliveries to maintain tight cost controls and maximize business operational efficiency.

Wealth management caters to the needs and wants of prosperous clients. Wealth management plays an important role in maintaining an individual’s current assets and growing them in an exponential rate.• Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.• Contacted and lined up fellow investors to enable successful IPOs.• Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.• Helped clients plan for and fund retirements using mutual funds, shares, deposits, life & health insurance policies and other options to manage, customize and diversify portfolio.• Improved filing system to maintain secure client data for Mutual Funds & Unlisted Shares.• Kept all documentation and records accurate and up-to-date with latest data to prevent errors.• Maintained regular contact with clients to inform about transactions and performance.• Discussed financial options with clients and provided informed suggestions.

• Consult & assist clients in buying/selling/renting properties in Thailand.• Educated clients looking to sell or buy on current market conditions, legal requirements & pricing.• Co-ordination with internal staff to process documents and sent for closing.• Provided & assisted end to end solution to the client. From traveling, hotel stay, buying/selling, documentation & guidance regarding remittance processes.• Created easy to understand payment systems.• Collaborated with attorneys and agencies to complete property sales and purchases and thoroughly explained all financial requirements and data.• Generated leads for sales through cold calls, advertising campaigns, referrals & networking platforms (BNI).• Reduced allowance spending by 20% by improving timing and quality of operational & sales processes.

• Defined strategic goals and worked with teams, departments, technology and processes to align systems to targets.• Developed, marketed and sold full range of baking products, including Mutual Funds, Life Insurance, Health Insurance and Foreign Remittances.• Implemented up-selling & cross-selling strategies such as recommending a health insurance policy or Demat account with account opening and complementary purchases to boost revenue.• Acquired 50 new customers, generating 40% of team revenue.• Consistently achieved targets. Qualified for various contests & training routines.• Applied excellent problem-solving, process development and strategic implementation skills to lead and support all areas of operations.• Solved customer challenges by offering relevant banking products and services.• Conferred with customers about concerns with products or services to resolve problems and drive sales.• Counted cash drawers and deposits, checked supplies and completed any other required opening or closing task to facilitate smooth team operations.

Interned at Reliance Securities Ltd., We were into providing financial services to customers i.e. Demat account opening, providing financial advisory services, portfolio management services to existing clients as well as acquiring new clients.