SwitchME is India’s first online home loan advisory firm. • Business Analyst • Data management for enterprise software • Subject matter expert - Content developer - Lead a team of writers• Create & publish original digital content across the social media platforms & partner sites

As a freelance writer I had the opportunity to work in different spheres at the same time. I created content for marketing, Financial training and blogs for my clients.

As an investment advisor before, I had seen a knowledge gap between investments, investors and advisors. Adi FinShiksha was the perfect opportunity to create customized content to bridge this gap. Educating the investor and junior as well as senior advisors in a holistic manner without overwhelming the audience was our primary focus. ● Content creation for wealth management training ● Content creation for financial advisor training ● Content creation for personal financial… Show more As an investment advisor before, I had seen a knowledge gap between investments, investors and advisors. Adi FinShiksha was the perfect opportunity to create customized content to bridge this gap. Educating the investor and junior as well as senior advisors in a holistic manner without overwhelming the audience was our primary focus. ● Content creation for wealth management training ● Content creation for financial advisor training ● Content creation for personal financial management ● Delivering training programs to individuals, Finance & non-Finance Corporates, Management Institutes ● Business Development, opening doors at Institutes & Companies Show less

Allegro Capital Advisors pioneered the concept of fee-based investment advisory model in India for individuals. I was part of the core group that grew the business from scratch, built systems, process, team and technology based on customer needs.● Wealth Management & Advisory to High Net worth Individuals ● Client acquisition ● Business development & marketing initiatives ● Team P&L management● Team management

● Responsible High Net worth client relationships ● Managing client's assets. ● Advising clients on their current and new investments ● Overseeing clients' portfolios managed by other advisors and providing overall outlook to client ● Responsible for forging new corporate relationships

● Responsible for retail client relationships ● Financial planning 7 execution ● Mapping investment portfolio existing and new to financial plan ● Overall Risk management ● Income tax advisory

● Corporate & retail presentation ● Business development ● Income tax advisory ● Financial planning ● Report generation