Himanshu Mehra

Key Responsibilities

• Summarizing and Analyzing financial information.
• Preparation of data books in accordance with firm and professional standards and in accordance with the requirements of the project.
• Reconciling information provided by management with the audited financial information.
• Performing review of KPMG reports for consistency
• Highlighting unusual trends observations and frame questions for management

Key Responsibilities

• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
• Answer clients' questions about the purposes and details of financial plans and strategies.
• Recommend strategies to clients in cash management, insurance coverage, investment planning and other areas to help them achieve their financial goals.
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
• Solely responsible for handling Rs 25 crores of Asset Under Management in Mutual Funds.