With over four years of experience in financial consulting and investment planning, I am passionate about leveraging my expertise to drive impactful financial strategies and enhance client experiences. Currently serving as a Senior Financial Consultant at JRGFinancial Services Pvt. Ltd., my role involves leading the advisory department,conducting in-depth financial consulting, and managing end-to-end client relationshipsfor both domestic and international clients. My expertise extends to market research, investment strategy development, and delivering financial awareness sessions, ensuring clients make informed decisions in a dynamic market environment. At Scripbox, I honed my skills in financial planning and client management. I developed comprehensivefinancial reports and models for high-net-worth individuals liaised between the RM andadvisory teams, and conducted market research to inform investment decisions. My experience at Meet Plutus, which was later acquired by Scripbox, involved preparing financial plans, managing client queries, and onboarding new clients, further solidifying my ability to handle diverse client needs and deliver value through effective financial strategies. My academic background includes an MBA from Chitkara University and certifications from ISB, NISM, and Coursera, covering Applied Business Analytics, Certified Investment Advisor Levels 1 & 2, Advanced Excel for Finance, and Personal & Family Financial Planning. These qualifications, combined with my hands-on experience with tools like Bloomberg, Morningstar, and Pitchbook, enable me to provide innovative solutions to complex financial challenges. I am committed to advancing financial literacy and driving strategic growth through detailed analysis, effective client management, and continuous improvement.You can contact me at smriti3082@gmail.com