
Timeline
About me
Financial Planning Lead
Education

Tagore international school (vasant vihar)
1996 - 2010Senior secondary and higher secondary commerce 12th - 83% , 10th - 78.8%Activities and Societies: # Part of the Teach India initiative organized by The Times of India. # Cleared the 49th Annual All India UN Information Test conducted by the Council for UN Information on 30th August 2006. # Acted as “Reveller” in the play “OLIVER! – A Musical” (Annual Function) in Nov.2005. # Participated in ‘I Care’ walkathon in 2003, The Annual Terry Fox Run in 2002 and “Run for Gujarat” in 2001.

Delhi university
2010 - 2013B.com (honours) commerce 57.9 %
Apeejay school of management
2014 - 2016Master of business administration (mba) marketing and finance 7.93/10Activities and Societies: # Participated & attended a session on "Decision Making" in Asia Leadership Trek organized by HBS in association with MIT on 19th Jan. 2015. # Volunteered in the 6th National Conference on Contemporary Management & Research held on 17th October 2014. # Participated in Entrepreneurship and Business Plan Workshop organized by Nurture Talent in association with Confluence, IIM Ahemdabad held at Ansal University, Gurugram. # CRC Team (Corporate Resource Centre) & Member of Marketing Club. # Attended 15 days e-learning EDP conducted by NIESBUD from 30th Sept. 2014 – 15th Oct. 2014 in Gurgaon district of Haryana.# Head of the cultural committee, Annual Fest ‘SYNERGY’ 2014.# Won 3rd prize in Ethical Aspects of Business Management & Young Managers.
Experience

Spire research and consulting
Apr 2015 - Jun 2015Summer internDesignation: Summer Intern in Process Excellence TeamProject Title: Market Analysis and Research Practices in Information Technology (IT) SectorResponsibilities:• Conduct secondary research with respect to IT products.• Data input and validation of specifications for various IT products.• Perform quality checks and preparation of client deliverables.• Competitor Analysis – Analyze competition to evaluate market penetration.• Price Research – Track prices of various IT products on weekly basis. Show less

Ameriprise india llp
Apr 2016 - nowBusiness Unit: PracticeSourceResponsibilities:> Deliver timely analytics and counsel the management or key stakeholders to effectively measure financial performance against strategic priorities.> Provide tracking on a quarterly basis to ensure variances are understood, and report on actual financial results against targets, to assist in guidance on future trends.> Support small business firms in US in long-term planning and forecasting process that produces accurate, achievable plans and projections that align with business’s objectives.> Analyze, evaluate and study financial, accumulation and protection goals for clients in US based on a number of factors such as the desired retirement age, net worth, cash flow and other hypothetical situations that may arise in the future and accordingly devise suitable strategies to accomplish those goals.> Respond promptly to ad-hoc requests for insights and analysis.> Run Monte Carlo simulation to predict the probability of different outcomes for the numerous scenarios.> Use various tools and softwares like NaviPlan, MoneyGuidePro, Thomson One, Morning Star etc. to carry out analysis.Recognitions at Ameriprise:> Awarded ‘AMMY Platinum’ Team Award (April 19, 2021) for delivering excellent result on volume of plans and finishing at the top on productivity front in year 2020. > Awarded 6 AMMY Gold Awards, 2 Be Brilliant Brand Awards and 3 AMMY Thank You Awards for displaying excellent commitment and consistency in productivity and quality numbers; mentorship, ownership on multiple projects which are separate from regular BAU work etc. Show less
Financial Planning Lead
Aug 2021 - nowSenior Financial Planning Analyst
Aug 2018 - Jul 2021Financial Planning Analyst
Apr 2016 - Jul 2018
Licenses & Certifications
- View certificate

Microsoft excel data analysis and dashboard reporting
UdemySept 2020
Languages
- enEnglish
- hiHindi
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