Apurva Verma

Account Manager @Anand Rathi Wealth Limited

Gurugram, IN

Managing portfolio of clients, providing detailed financial advice and strategies for maximizing returns.• Prepared monthly and quarterly financial reports, analyzing performance against the projection.• Collaborated with cross-functional teams to ensure compliance with financial regulations and improve operational efficiencies.• Assisted in the month-end and quarter-end financial closing processes, ensuring accurate reporting and timely completion of all required journal entries.• Conducted ad-hoc financial analyses and created customized investment plans for clients.• Provided insights into client investment behavior to senior management, supporting the development of long-term business strategies.