Headline

Building Aspora || Operations Fintech & Investment Operations || Client Success

About

I’m a finance and operations professional with hands-on experience in financial operations, compliance, and client success across fintech and investment domains. I enjoy building efficient processes, ensuring smooth fund flows, and creating great client experiences. At Planify Capital, I managed fund settlements, reconciliations, and KYC/AML checks while improving process efficiency by 22% and operations margins by 18%. My earlier work managing HNI portfolios strengthened my understanding of investment operations and client engagement. I’m skilled in Advanced Excel, Google Sheets, and basic SQL/Tableau for reporting and analytics — and always focused on turning data into clear, actionable insights. I’m now looking to contribute to a fast-growing fintech, investment, or SaaS operations team where I can help scale financial processes, enhance compliance, and support business growth with a data-driven mindset.

Location

Lucknow

Work experience

Operations Analyst at Aspora, Nov 2025 - Present · 8 mos, Bengaluru, Karnataka, India

Independent Mutual Fund Advisor at Self Employed, Jul 2023 - Present · 3 yrs, Lucknow, Uttar Pradesh, India, Advising individuals and families on mutual fund investments and long-term wealth planning. • Conduct portfolio reviews and SIP planning tailored to client goals • Evaluate risk tolerance and diversify investments for consistent growth • Simplify financial planning for first-time investors through education and guidance

Operations Executive at Planify Capital Limited, Apr 2025 - Sep 2025 · 6 mos, Gurugram, • Managed daily fund settlements, reconciliations, and compliance reporting with 100% accuracy. • Processed and verified AIF client KYC documentation in line with SEBI guidelines, strengthening compliance standards. • Collaborated with internal teams to streamline workflows and reduce turnaround time by 22%. • Designed and implemented process improvements that enhanced operational efficiency and improved margins by 18%. • Acted as a primary escalation point, resolving exceptions and ensuring timely reporting accuracy. • Recognized as Employee of the Month – December 2024 for outstanding contribution to operational excellence.

Operations Associate at Planify Capital Limited, Jan 2024 - Apr 2025 · 1 yr 4 mos, Gurugram, Haryana, India

Client Portfolio Manager at Divine Financial Investment, Jul 2023 - Oct 2023 · 4 mos, Lucknow, • Managed HNI client portfolios, offering data-driven recommendations on asset allocation and client engagement. • Achieved 20% AUM growth and 13% improvement in portfolio performance through strategic analysis. Partnered with advisory teams to optimize workflows and integrate insights from client feedback.

Equity Analyst at KRG Strategy Consultants Private Limited, Jun 2022 - Aug 2022 · 3 mos, Remote, • Conducted market and equity research to support investment decision-making. • Prepared structured reports on equity performance, trends, and valuation for senior consultants.

Education

Master's degree, Finance and Business Analytics, Institute Of Marketing and Management

B.Com, Commerce, University of lucknow