About Me
Experienced Finance Professional with a demonstrated history of working in the investment banking industry. Skilled in Analytical Skills, Corporate Finance, Financial Modelling, Credit Appraisals, Investment Planning. Strong professional with multi disciplined qualifications like Company Secretary, Law, Certified Financial Planner.
About Work Experience
Structured Debt Funding Deals and Proposals for Working Capital, Capacity Expansion and Project Funding requirements of companies
Preparing the Credit Monitoring Analysis [CMA], Detailed Project Report, Industry Analysis Report and Financial Projections keeping the industry scenario in mind
Key Functional Areas:
Liaison with Bankers to address and solve their queries
Assisted the marketing team to generate new leads and conduct preliminary meetings with prospective clients
Experience & Qualification
Qualification
ACA,ACS,CFP,LLB
Experience as an Advisor
12 Years
Total work Experience
9 Years
Services and Advisory Offered
Mutual Fund
Tax Consultancy
Online Tax Return Filing
Tax Return Preparers (TRPs)
Certified Financial Planner (CFP)
Chartered Accountants
Portfolio Management Schemes
Housing Loans
Will Writing Services
Loan Against Property
Consumer Finance