ezyroots helps you make better financial decision. Our sole purpose —nothing else, just this.

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7Prosper has been founded with a vision to make lives happier by solving the problem of personal financial planning and management. Financial Services are delivered by Seven Prosper Financial Planners, which is a SEBI registered Investment Advisory firm with registration no. INA000005622• Built and maintained relationships with new and existing clients while providing a high level of expertise.• With the support of my team, we were able to manage 3000+ clients.• Handled complex and sensitive client relations and quality control issues to minimize negative impact to business direction.• Liaised with IT department to report technical issues and formulate trouble-shooting procedures.• Recruited and screened qualified potential employees• Mentored new hires, resulting in stronger staff development and increased productivity.• Identified training needs and planned classes accordingly.• Implemented platforms like Asana, Google Sheets and Docs for more effective remote team collaboration

• Worked with HNI customers to understand needs and provide financial advisory services.• Managed 70+ 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 a personalized financial advise/plan.

• Introduced methodologies and best practices to the Financial Planning division to enhance financial advisory and recommendations customization.• I have developed a complete excel which helps the team to generate a Financial Plan for clients.• Identified and proactively solved internal problems related to employee turnover by revamping training approaches.