Headline

CFP | Founder @AuxFlowAI | Financial Planning | Pitch Decks & Financial Models | AI Powered Finance Outsourcing

About

I am Pratham — 21 years old, Certified Financial Planner (CFP) and Founder of AuxFlowAI. Most businesses waste hours every week on presentations, Excel reports and financial documents that their core team should never be spending time on. I built AuxFlowAI to fix exactly that. AuxFlowAI is an AI powered financial strategy service that helps startups, businesses and individuals with :- — Investor pitch decks with CFP verified financials — 5-year financial models and projections — Excel dashboards and MIS reports — Personal financial plans — retirement, insurance and wealth creation — Workflow automation for recurring finance work What makes us different :- — I am not just a designer. I am a CFP certified professional who understands the numbers behind every slide, every model and every plan. That financial depth is what separates AuxFlowAI from every generic agency or freelancer. In the last few weeks we have already delivered : — Investor pitch decks for fintech startups — Monthly MIS reports for healthcare companies — Personal financial plans for working professionals — Financial models for seed stage founders Beyond AuxFlowAI I am also actively learning financial modelling, AI automation tools and advancing towards CFA Level 1 — because the best financial strategists never stop learning. If you are a startup founder preparing to raise funding, a business owner tired of manual finance work or an individual looking to secure your financial future — let us talk. 📩 auxflowai@gmail.com 🌐 LinkedIn: https://www.linkedin.com/company/auxflowai 🌐 LinkedIn: AuxFlowAI We Handle It. You Grow.

Location

Pune/Pimpri-Chinchwad Area

Work experience

Digital Marketing & Analytics Intern at Tantrata Solution, Apr 2024 - Jul 2024 · 4 mos, Pune, Maharashtra, India, >Analysed performance and ROI-related data using Advanced Excel to support data-driven decision-making. >Prepared structured analytical and performance reports for internal teams. >Interpreted data trends and metrics to derive actionable insights. >Supported planning and reporting activities through data analysis.

Digital Marketing & Analytics Intern at SoftR Infotech Pvt. Ltd, Dec 2022 - Mar 2023 · 4 mos, Pune, Maharashtra, India, >Conducted data analysis to evaluate performance trends and key metrics. >Created Excel-based analytical reports for monitoring and comparison. >Analysed traffic and engagement data using analytics tools.

Education

Certified Financial Planning, Financial Planning and Services, IMS Proschool Pvt. Ltd.

Bachelor of Commerce - BCom, Finance, General, Kaveri college of Arts Science and Commerce