Sakshi Thawani

Financial Planning

Role: Financial Planning at AccSource
Location: Bhopal, MP, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sakshi Thawani

In my previous role, I supported financial advisors in creating customized financial plans and investment portfolios for clients, conducted market research and analysis, and provided recommendations on investment options. I also assisted with client communication and education, ensuring that clients had a clear understanding of their financial situation and investment objectives.As a driven and detail-oriented professional, I am committed to delivering exceptional results and exceeding client expectations. I am eager to take on new challenges and grow my skills in a dynamic and collaborative environment.

Experience

Financial Planning
AccSource
Jan 2025 — Present · Bengaluru, IN

Education

Barkatullah University, Bhopal
Master of Business Administration - MBA
Barkatullah University, Bhopal
Bachelor of Commerce - BCom

Contact information

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Work email
•••••@accsource.net
Personal email
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Current company

AccSource

Outsourcing and Offshoring Consulting · 585 employees · Founded 2008

AccSource is an ISO27001-certified business process outsourcing company specialising in accounting, operational, administrative and compliance business processes for all small to large enterprises across an array of industries. Some of the clients we serve are accounting firms, mortgage brokers, financial planners, family businesses, manufacturers, and listed companies. Our capabilities include day-to-day bookkeeping, compliance work, SMSF compliance, compiling tax returns, financial and management reporting, budgeting and forecasting, virtual assistant services, customer support services, an inbound call centre, chat support and any business process function that is suited to your specific needs. We are: • Client-focused: Adaptable and understanding to the need for customised outsourcing solutions based on specific functional and business requirements. We are not just a staffing solution. •Highly secured: We utilise an Amazon server environment hosted in Australia, with our projects and jobs managed through a portal workflow system. Access to cloud applications are controlled by an API, without the need for a password by the team members. •Robust in our processes: We pride ourselves on our meticulous systems, quality control and review mechanisms. They are uncomplicated and require only minimum involvement from your business. •Transparent: With fixed & upfront pricing with no cost surprises, no minimum guarantee, no set-up costs & no lock-in period. •Friendly, Professional and Personable: We celebrate and promote a positive and rewarding team culture. In turn, our professionally qualified accountants and support staff consistently deliver world-class service and are always willing to exceed expectations. For more information, please do not hesitate to click the ‘contact us’ button above and fill out the form. One of our friendly team members will be in contact with you as soon as possible.

accsource.net

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