Experience

• 

  Navkar Consultancy Services (NCS) USA

  • India

  • Paraplanner Executive

    • Sep 2022 - Jan 2023
    • India

    Worked as Paraplanner Executive and worked on the software’s such as Morningstar’s AdvisorsLogic, Bluewater’s Xplan, and Midwinter’s AMP Financials.I worked for Australians Clients, learned Australian Government Rules and Regulations for Taxation,Superannuation, Investment options, Insurance Policies, Retirement planning, and Real Estate.Practiced SoA (Statement of Advice) and RoA (Record of Advice)Financial reports provided by the clients, I prepare whole SoA & RoA which gives advice on Tax offset,Different Investement options with different risk profile asked by the clients, Retirement Planning.Prepare the Needs Analysis Report for Insurance Policies, also prepare DCF analysis (Discounted Cash Flow) for Taxation, Investment Options, & Retirement planning.

• 

  Siddhi Sales Corporation and Siddhi Minerals

  • Porbandar, Gujarat, India

  • Business Co-owner and production Engineer

    • Aug 2020 - Aug 2022
    • Porbandar, Gujarat, India

    As an owner and mechanical engineer I look upon and supervise the whole process- Operates the gas filling machines. - Check faults and damages in machineries and fixes them with the help of thermodynamics study.- Do the Financial Analysis and Business Strategy- Prepare all the necessary variances to prepare to ensure about the cost, trends,and present the budget at the end of financial year.- Keep all the accounts checked- Conducted Periodic audits to ensure accuracy and compile it with the GST requirements.- Prepared the budgeting and forecast reports for better understanding and to enhance the cashflow of the company.- Did all the necessary Ratio analysis to analyze the factors like Profatibility, leverage and all outstanding balances.- Deals with new clients of B2B sector and D2C

• 

  Gateflix - India's Best Online Learning Platform

  • MBA Summer Intern

    • May 2020 - Jun 2020

    Worked as a Marketing Intern- Promoted the Gateflix Campaign of 1 year anniversary Getaway- I was handling Facebook ad campaign, lead tracking through URL and handling all social media accounts of Gateflix- I did cold calling from Leads generated through Facebook Ads with the conversion rate of almost 25%

• 

  BYJU'S

  • Ahmedabad, Gujarat, India

  • Marketing Intern

    • Jul 2019 - Sep 2019
    • Ahmedabad, Gujarat, India

    Promoted and coordinated the Discovery School Super League season-2 from the Gujarat team.- Met with school principals and event coordinators in 4 cities – Gandhidham, Amreli, Baroda & Vapi - Achieved a high participation rate (80%) of schools which was in the top tier of my team- The competition was India's biggest national-level inter-school contest of 2019 with 6.2 million students from 17,000 schools across the country

• 

  Ravi Technoforge Pvt Ltd

  • Ahmedabad, Gujarat, India

  • Mechanical Engineering Intern

    • Aug 2018 - Oct 2018
    • Ahmedabad, Gujarat, India

    Learned and worked as a Mechanical intern in Quality Check Department- Worked on EDM Machines where it detects cracks, metal flaws on the outer side of bearing and bearing ring durability- Worked on UST crack detectors which detects cracks, Dents, Soft spots and Cavities inside the bearing ring occurred during Forging and annealing