Sakshi Swaroop
Data Analyst Enthusiast| Budgeting, Forecasting, and Performance Reporting Expert
- Role
- Account Manager at Anand Rathi Wealth Limited
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Sakshi Swaroop
As an Account Manager at Anand Rathi Wealth Limited, I specialize in managing portfolios for High Net-Worth Individuals (HNI) and Ultra High Net-Worth Individuals (UHNI), delivering tailored financial solutions that align with their long-term goals. With hands-on experience in financial planning and modelling, I bring a data-driven approach to wealth management that ensures both growth and security for my clients.My enthusiasm for data analysis allows me to uncover trends, optimize investment strategies, and provide actionable insights that elevate decision-making. I’m passionate about integrating data analytics with financial expertise to create robust, forward-looking portfolio strategies.Whether it’s building comprehensive financial models or designing bespoke investment plans, I thrive on delivering value and clarity in an ever-evolving financial landscape.
Experience
Account Manager
May 2023 — Present · Pune, IN
1)Utilize financial modelling to forecast, analyze, and optimize clients’ financial strategies and investment decisions.2)Lead end-to-end Estate Planning solutions to ensure seamless wealth transfer across generations with zero transmission loss.3)Implement comprehensive risk-mitigation solutions, including treasury tools, to protect client portfolios in volatile markets.4)Proactively manage tax liability through efficient, year-round investment tax planning within legal frameworks.5)Strategize and deliver customized portfolios to achieve optimal Return on Investment (ROI), beating HNI inflation benchmarks.
Education
Regional College of Management (RCM)
Bachelor of Business Administration - BBA, Finance, General
2018 — 2021
Indian Institute of Technology, Kanpur
Post graduate Program, Professional Certificate Program in Blockchain
DAV Public School MCL,Brajrajnagar
Higher Secondary School, Computer Science
MIT World Peace University
Master of Business Administration - MBA, Banking and Financial Support Services
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