Hi, I’m
Kalpeshkumar Deshaval
ACCOUNTANT AND INVESTMENT ADVISOR
UNA
Summary
Dynamic Mutual Fund Advisor with a proven track record at Enrolled Direct, excelling in portfolio management and relationship building. Enhanced client satisfaction through effective communication and strategic asset allocation, driving a significant increase in assets under management. Committed to delivering tailored investment strategies that align with client objectives and market opportunities.
Overview
16
years of professional experience
3
Languages
Work History
ENROLLED DIRECT WITH MUTUAL FUND
MUTUAL FUND ADVISOR
11.2011 - Current
Job overview
- Collaborated with cross-functional teams to develop customized financial solutions tailored to individual client needs.
- Communicated complex financial concepts in an easily understandable manner, enhancing client confidence in their investment decisions.
- Leveraged strong analytical skills when reviewing fund performance data identifying potential opportunities for improvement.
- Conducted ongoing due diligence reviews of fund performance against benchmarks providing transparency regarding the progress toward achieving targeted goals.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to mutual fund investments.
- Developed effective marketing initiatives that showcased the benefits of various mutual funds, driving increased portfolio growth.
- Demonstrated strong attention to detail when performing daily reconciliations ensuring accurate financial records were maintained.
- Streamlined operational processes for improved efficiency, enabling timely execution of trades and accurate reporting.
- Assisted sales team members in preparing compelling presentations highlighting success stories from satisfied investors.
- Coordinated seminars and educational opportunities to increase product knowledge among both advisors and clients.
- Managed risk by diligently monitoring client portfolios, adjusting investment allocations as needed based on market conditions or changes in client objectives.
- Maintained thorough knowledge of mutual funds offerings, keeping clients informed on relevant updates and developments.
- Provided exceptional customer service, cultivating long-term relationships with clients built on trust and expertise.
- Ensured compliance with regulatory requirements by meticulously reviewing all documentation and transactions for accuracy.
- Educated potential clients on the advantages of investing in mutual funds, converting prospects into loyal customers.
- Increased assets under management through proactive prospecting and relationship-building with new and existing clients.
- Participated actively in regular meetings contributing valuable insights leading to more effective decisionmaking.
- Promoted a culture of continuous learning within the team, sharing best practices and industry insights regularly.
- Established rapport with internal partners such as compliance, legal and operations streamlining communication channels across departments.
- Evaluated transactions and reporting for adherence to applicable regulatory guidelines and data integrity.
- Created key performance indicators to measure and assess investment performance.
- Devised and implemented hedging strategies to decrease investment risks.
- Assessed financial data and determined suitable actions for investments.
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
- Consulted with potential investors to assess objectives and discuss optimal strategies.
- Investigated market changes and devised approaches to take advantage of emerging opportunities.
- Modeled and simulated potential investments to gauge returns and diversify portfolios.
PRIVATE ACCOUNTS
ACCOUNTANT
04.2010 - Current
Job overview
- Handled day-to-day accounting processes to drive financial accuracy.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Achieved compliance with all tax regulations by staying updated on changes and conducting thorough reviews of financial operations.
- Implemented new accounting software, leading to more efficient financial data management and reporting.
- Improved financial decision-making by creating comprehensive financial models and forecasts.
- Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
- Improved budget forecasting accuracy with detailed variance analysis between actual and budgeted figures.
- Optimized cash flow management, ensuring adequate liquidity for operational needs without compromising investment opportunities.
- Supported strategic decision-making by providing accurate and timely financial reports to executive management.
- Enhanced team productivity and knowledge by leading regular training sessions on accounting best practices and software updates.
- Reduced financial risks by implementing robust internal controls and monitoring mechanisms.
- Enhanced financial accuracy by meticulously reconciling bank statements and financial records monthly.
- Reduced outstanding accounts receivable by developing and enforcing stricter credit control policies.
MIRRAE ASSET SHAREKHAN
STOCK BROKER
10.2011 - 12.2025
Job overview
- Educated clients on investment options, empowering them to make informed decisions about their finances.
- Monitored economic indicators and global events, staying informed on factors affecting market conditions.
- Assisted in the development of marketing materials, attracting new clients and expanding business opportunities.
- Implemented tax-efficient strategies for clients, optimizing their overall financial situation.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Streamlined internal processes by implementing efficient trading platforms and technologies.
- Developed custom financial plans tailored to individual client needs, risk tolerance, and objectives.
- Analyzed market trends to identify profitable investment opportunities for clients.
- Collaborated with a team of financial professionals to provide comprehensive wealth management services.
- Conducted thorough due diligence on potential investments, minimizing risk exposure for clients.
- Negotiated favorable trade executions, ensuring best possible pricing for clients'' transactions.
- Maximized returns on client investments with strategic asset allocation and diversification.
- Proactively responded to market fluctuations, adjusting portfolios as needed to protect clients'' assets.
- Built strong client relationships through effective communication and understanding of financial goals.
- Complied with all regulatory requirements and industry standards, maintaining a spotless professional reputation.
- Effectively managed high-pressure situations during periods of market volatility, maintaining composure while making crucial decisions.
- Increased client satisfaction by providing personalized investment advice and portfolio management.
- Leveraged advanced analytical tools for insightful research and accurate decision-making support.
- Enhanced client retention rates by consistently delivering exceptional customer service and timely updates on account performance.
- Maintained strict adherence to ethical guidelines, fostering trust among clients and colleagues.
- Met with clients to generate new business and negotiate contracts.
- Contacted potential clients to pursue sales and gather funds.
- Established key procedures for teams preparing documentation, models, and presentations.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Gathered data and built financial models around key metrics.
- Researched companies and prepared presentations for management and prospective buyers.
- Raised money to complete business development projects such as mergers and company purchases.
- Generated status reports, brief books and IPO pitches.
- Contacted and lined up fellow investors to enable successful IPOs.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Discussed financial options with clients and provided informed suggestions.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Networked to identify potential new clients and expand geographic territories.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Created and implemented strategic trading approaches.
Education
DR. BABASAHEB AMBEDKAR OPEN UNIVERSITYSHILOJ, TQ. UNA
Bachelor of Commerce from Commerce
04.2001
University Overview
- Final Grade: [66.67]%
GUJARAT SECONDARY EDUCATION BOARDGANDHINAGAR
H.S.C. from Science Education
04.2001
University Overview
- Final Grade: [57.38]%
GUJARAT SECONDARY EDUCATION BOARDGANDHINAGAR
S.S.C. from Science Education
04.2001
University Overview
- Final Grade: [76.14]%
Skills
Portfolio management
Timeline
MUTUAL FUND ADVISOR
ENROLLED DIRECT WITH MUTUAL FUND
11.2011 - Current
STOCK BROKER
MIRRAE ASSET SHAREKHAN
10.2011 - 12.2025
ACCOUNTANT
PRIVATE ACCOUNTS
04.2010 - Current
DR. BABASAHEB AMBEDKAR OPEN UNIVERSITY
Bachelor of Commerce from Commerce
04.2001
GUJARAT SECONDARY EDUCATION BOARD
H.S.C. from Science Education
04.2001
GUJARAT SECONDARY EDUCATION BOARD
S.S.C. from Science Education
04.2001