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Abu Asif , Digital Wealth Intern

Abu Asif

Digital Wealth Intern·Wise Finserv Pvt. Ltd,

India

Master's degree, Finance

Work experience

Total years of experience: 4 years, 8 months

Digital Wealth Intern

May 2025 - July 2025

Wise Finserv Pvt. Ltd,

New Delhi, India Remote

May 2025 - July 2025

Prepared client financial plans on Excel using PMT, FV functions for SIP, retirement & goal-based investing
up to 60 Lakhs.

Calculated Human Life Value & insurance coverage gaps to suggest term & health plans as per IRDAI
norms.
Mapped client risk profiles with Mutual Funds like Multi Cap, Small Cap & Debt Funds using CAGR
models.
Assisted in KYC compliance, client onboarding & creating SIP calculators forvacation, education & home goals.

Company industry:
Financial Services

Senior Accountant

July 2019 - November 2023

Jai Laxmi Enterprises (Parle Agency)

Supaul, India

July 2019 - November 2023

Implemented cost-effective accounting and stock management practices, reducing operational
discrepancies and saving 15-20% in financial errors and expenses.
Streamlined financial reporting and invoicingworkflows, improving accuracy and efficiency by25%
through effective use ofTally, Excel, and Botree software.
Successfully managed end to-end accounting operations, including bookkeeping, reconciliation, and
compliance, ensuring timely and error-free reporting.
Collaborated with cross-functional teams to optimize financial processes, supporting on-time deliveries
and improved business performance.

Company industry:
FMCG
Job role:
Accounting and Auditing

Education

University Of Shobhit Institute Of EngineeringAnd Technology

June 2026

June 2026

Master's degree, Finance

India

Bhupendra Narayan Mandal University, Madhepura

June 2023

June 2023

Bachelor's degree, Accounting

India

Aptech Computer Education

March 2021

March 2021

Diploma, Information Technology

India

Skills

ACCOUNTING

Expert

ANALYTICAL SKILLS

Expert

BUSINESS EXPANSION

Expert

CUSTOMER SERVICE

Intermediate

DATA DRIVEN DECISION MAKING

Intermediate

FINANCE

Intermediate

FINANCIAL STATEMENTS

Intermediate

INVOICING

Intermediate

MASTER OF BUSINESS ADMINISTRATION MBA

Intermediate

OPERATIONS

Intermediate

Management

Expert

Microsoft Excel

Expert

Microsoft Office

Expert

COMPUTER LITERACY

Intermediate

CREDIT DEBIT CARD PROCESSING

Intermediate

ORGANIZATIONAL AWARENESS

Intermediate

TALLY ERP

Intermediate

BOOKKEEPING

Intermediate

STOCK MANAGEMENT

Intermediate

Ledger

Expert

Vlookup

Expert

Financial Reporting

Expert

Pivot Tables

Expert

Data Analysis

Expert

KYC

Expert

Administration

Expert

Marketing

Intermediate

Budgeting

Intermediate

Auditing

Expert

Banking

Expert

Sales

Intermediate

Preparation

Expert

Languages

English

Expert

Hindi

Expert

Urdu

Expert

Training and Certifications

Certifications
Meerut Power BI Carsh Course
Advance Excel - Value Added Workshop
Meerut Power BI Carsh Course
Advance Excel - Value Added Workshop
Power BI Carsh Course
Accounting and Taxation
Power BI Carsh Course
Accounting and Taxation