HNI Advisory
- Experience in providing personalized financial advice and wealth management strategies to high-net-worth individuals.
- Strong knowledge of investment products and financial markets.
- Certification such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) preferred.
- Excellent interpersonal and communication skills to build rapport with clients.
Management Information Summary
- Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, Power BI).
- Experience in compiling and presenting management reports and summaries.
- Strong analytical skills to interpret complex data and extract meaningful insights.
- Ability to work collaboratively with various departments to gather relevant information.
Audit & Compliance
- E-CA,Cost Accountant or equivalent qualification preferred.
- Experience in auditing financial statements and internal controls.
- Knowledge of relevant accounting standards and regulatory requirements.
- Strong attention to detail and analytical skills.
Taxation
- CA or Bachelor Degree equivalent qualification preferred.
- Experience in tax planning and compliance for individuals and businesses.
- Familiarity with tax laws and regulations.
- Ability to research complex tax issues and provide recommendations.
Risk Advisory
- Experience in risk assessment and management.
- Knowledge of internal control frameworks and risk mitigation strategies.
- Analytical mindset with the ability to identify potential risks and recommend solutions.
- Strong communication skills to convey risk-related information to stakeholders.
Other Services
- Qualifications and experience will vary depending on the specific service offered.
- Relevant certifications or degrees in the respective field.
- Experience in consulting or advisory roles may be beneficial.
- Adaptability and willingness to learn new domains as required.