Vikram Sharma
Student at Smt Mithibai Motiram Kundnani College of Commerce and Economics 32nd Road Bandra Mumbai 400 050
Mumbai Metropolitan Region
3+ years of work experience
Jan 20251 yr 6 mosPresent
Appointed by board resolution as one of four managing trustees of a publicly registered charitable trust; currently the youngest trustee on the board. Execute fiduciary duties, governance procedures, and operational oversight in accordance with the Bombay Public Trust Act, 1950 — including compliance with Charity Commissioner requirements and financial oversight of trust accounts. Ensure trust administration adheres to statutory obligations; review and sign off on government-submitted financial statements and audit documentation on behalf of the trust.
Oct 202211 mosAug 2023
Reviewed client investment records spanning HNI, NRI, and retail portfolios for accuracy of specific attributes against statutory security law compliance requirements; compiled findings into a final report submitted to senior management flagging errors and corrections required. Maintained and updated fund-level static data across client folios using RTA system inputs; performed monthly reconciliation ensuring data accuracy and consistency prior to reporting. Prepared and published monthly personalised investment valuation reports for HNI and NRI clients including a US-based NRI; maintained completion records to ensure audit trail integrity across all reporting cycles. Screened and evaluated mutual funds across equity, debt, and hybrid categories over 4 consecutive quarters; produced formal shortlisting reports presented to senior partners to support investment decision-making. Facilitated end-to-end transmission of mutual fund units’ clients following unitholder death — coordinating legal documentation, RTA liaison, and regulatory compliance to transfer assets to legal heirs and joint holders across multiple high value cases. Managed physical share transmission and dematerialisation through IEPF retrieval workflows; coordinated follow-ups with RTAs and clients to drive case closures. Drafted taxability reference notes for NRI clients based on residency classification and duration of stay in India; documents used as advisory reference across the NRI client base. Updated client records in adherence to statutory company law procedural guidelines; escalated exceptions and anomalies to senior management in line with compliance policies and procedures. Established investment product distribution networks; drove client onboarding across HNI, NRI, and retail segments by building referral pipelines and maintaining long-term client relationships.
Apr 20227 mosOct 2022
Processed mutual fund transactions monthly — including SIP creations, cancellations, and STP executions — across MF Utility, CAMS, and KFintech platforms; ensured timely publishing within deadlines. Reviewed a high volume of portfolio reporting outputs per cycle for data accuracy prior to distribution; performed monthly reconciliation to ensure process consistency and adherence to procedural guidelines. Reconciled equity portfolios across portfolio management software and Excel on a daily basis; performed AUM reconciliation alongside monthly MF reconciliation to maintain data integrity across asset classes. Completed end-to-end activation process for NRI clients' mutual fund folios — coordinating KYC documentation, FEMA compliance requirements, and RTA liaison to ensure regulatory adherence prior to folio activation. Built a 3-statement financial model (P&L, Balance Sheet, DCF) for Aabo — projecting revenue across 9 periods with product-level segmentation, EBITDA analysis, depreciation schedules, and net margin forecasting; prepared an accompanying investment pitch deck presented to senior partners. Assisted in valuation and research for Fermenta Biotech and MCX. Drafted individual tax residency notes for NRI clients based on duration of stay in India, applying working knowledge of FEMA residency classification rules to produce advisory-grade reference documents. Assisted in quarterly mutual fund shortlisting across equity, debt, and hybrid categories; delivered client servicing across SIPs, STPs, and lump sum investment products.
Apr 20194 mosJul 2019
Supported research and client servicing teams in financial data management across equity markets; developed working knowledge of stock market operations, client transaction workflows, and brokerage back-office processes.
Education
Bachelors of commerce, Finance and Financial Management Services
Smt Mithibai Motiram Kundnani College of Commerce and Economics 32nd Road Bandra Mumbai 400 050
20183 yrs2021
Bachelor's Degree
Mithibai Motiram Kundnani College of Commerce and Economics
Join Vikram and 10k+ other professionals on
Tal is the app where bosses meet engineers & builders directly, without middlemen
Download Tal Boss