Internal Audit & Risk Assurance Services- Financial Services• Planning and reviewing the audit progress, presenting the audit issues to client’s leadership team & preparation of Audit Committee presentations.• Responsible for the Audit fieldwork which includes conducting walkthroughs with process owners to confirm an understanding of the process and controls, reviewing relevant documents and identifying exceptions and recommendations. • Responsible for the Reporting which includes drafting the report, review the draft with management to ensure the accuracy of findings, and issuance and distribution of the final report. • Ensuring proper Follow up procedures to ensure the recommendations have been implemented to address the findings identified.

Research & Development team

Financial Planning Services • Oversee smooth functioning of operations in the organisation under guidance.• Practiced Asset Allocation. • Created goal based financial plans for the clients on what they might need in future and they must do to reach their goals according to their relevant financial information. • Handling customer queries and generating reports.

Enhanced skill in Personal finance.Analyzed MF Factsheets and Performance ratios.Carried out series of tasks from Risk profiling to Goal planning of an investor.Reached out to people through surveysCreated and managed Investment policy Statements(IPS) of more than 10 investors(my own) as my subject for this internship.