Maitri Gala

Experience

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  KDS &Co.

  Oct 2019 - Dec 2019

  Accounting Intern

  Ensured Goods & Services Tax (GST) compliance and due diligence. Conducted inventory audits for prominent clients including Tanishq, Lenskart, and Helium. Assisted the manager on a government audit and GST-related special project. Analyzed and reconciled financial discrepancies, enhancing accuracy. Implemented a system for organized and searchable coding of invoices, files, and receipts.

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  Viral kothari

  Oct 2021 - May 2022

  Financial Advisor

  Designed and implemented customized wealth management strategies, increasing transaction execution by 30%. Conducted strategic discussions to create tailored financial plans, optimizing diverse client portfolios. Provided expert guidance and goal-oriented investment strategies to help individuals and families achieve financial objectives. Developed demo portfolios to enhance equity withdrawal explanations, streamline onboarding, and improve retirement calculations by 1.5x. Show less

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  Plantrich Consultancy LLP

  Aug 2024 - now

  Financial Coach

  Provide personalized financial coaching and investment strategies to help individuals and families achieve their unique life goals with clarity and confidence. Specialize in comprehensive goal planning, wealth management, and tailored investment solutions focused on long-term financial security. Leverage market insights and educate clients on the importance of early financial planning and disciplined investing. Build trust and maintain long-term client relationships, ensuring personalized guidance and consistent support for financial success. Show less