أبو عاصف

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.

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.