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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 ₹60L.
• 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 for vacation, education & home goals.
Company industry:
Financial Services

Accountant

July 2019 - November 2023

Jai Laxmi Enterprises (Parle Agency)

Supaul, India

July 2019 - November 2023

Implemented cost-effectiveaccountingand stockmanagementpractices, reducingoperational
discrepancies and saving 15-20% in financial errors and expenses.
Streamlined financial reporting and invoicing workflows, improving accuracy and efficiency by 25%
through effective use of Tally, Excel, and Botree software.
Successfully managedend-to-end accounting operations, includingbookkeeping, 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 Engineering And Technology.Meerut

June 2026

June 2026

Master's degree, Finance

India

B.N.M.University

July 2023

July 2023

Bachelor's degree, Financial Accounting

India

Aptech Computer Education

March 2021

March 2021

Diploma, Information Technology

India

Skills

ACCOUNTING
Intermediate
ACCOUNTING
Intermediate
ANALYTICAL SKILLS
Intermediate
ANALYTICAL SKILLS
Intermediate
BUSINESS EXPANSION
Intermediate
BUSINESS EXPANSION
Intermediate
CUSTOMER SERVICE
Intermediate
CUSTOMER SERVICE
Intermediate
DATA DRIVEN DECISION MAKING
Intermediate
DATA DRIVEN DECISION MAKING
Intermediate
FINANCE
Intermediate
FINANCE
Intermediate
FINANCIAL STATEMENTS
Intermediate
FINANCIAL STATEMENTS
Intermediate
INVOICING
Intermediate
INVOICING
Intermediate
MASTER OF BUSINESS ADMINISTRATION MBA
Intermediate
MASTER OF BUSINESS ADMINISTRATION MBA
Intermediate
OPERATIONS
Intermediate
OPERATIONS
Intermediate
Management
Expert
Management
Expert
Microsoft Excel
Expert
Microsoft Excel
Expert
Microsoft Office
Expert
Microsoft Office
Expert
COMPUTER LITERACY
Intermediate
COMPUTER LITERACY
Intermediate
CREDIT DEBIT CARD PROCESSING
Intermediate
CREDIT DEBIT CARD PROCESSING
Intermediate
ORGANIZATIONAL AWARENESS
Intermediate
ORGANIZATIONAL AWARENESS
Intermediate
TALLY ERP
Intermediate
TALLY ERP
Intermediate

Languages

English

Expert

Hindi

Expert

Urdu

Expert

Training and Certifications

Certifications
Power BI Carsh Course
Accounting and Taxation
Power BI Carsh Course
Accounting and Taxation