AKSHAY KUNVAR
AHMEDABAD
Summary
Strategic and performance-driven financial professional with 4+ years of experience across financial services, venture capital, outsourcing, and renewable energy sectors. Adept in financial modeling, valuation, market research, risk assessment, and portfolio analysis with a strong command of accounting principles and retirement planning frameworks. Proven success in advising startup founders, supporting HNIs, and driving investment strategies backed by data-driven insights and detailed forecasts. Known for building stakeholder trust, managing cross-functional projects, and delivering actionable intelligence in fast-paced environments. Currently seeking challenging opportunities in asset management, investment consulting, or financial advisory with globally recognized institutions like KPMG, JPMorgan, or leading asset managers.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Financial Planner
CountHQ Accounting & Taxation Services Private Limited
Ahmedabad
08.2024 - Current
- Interview clients to assess financial goals, risk tolerance, income, tax status, insurance coverage, and personal circumstances.
- Design and implement customized financial plans for high-net-worth individuals, covering investment strategy, retirement planning, cash flow analysis, and insurance needs.
- Develop tailored portfolios aligned with client objectives and market conditions; monitor performance and recommend rebalancing as needed.
- Analyze tax implications to optimize financial strategies and ensure compliance with changing regulations.
- Coordinate with external advisors—including accountants, attorneys, and estate planners—to deliver integrated wealth management solutions.
- Prepare detailed financial reports and forecasts, including net worth statements, cash flow projections, tax estimates, and strategic recommendations.
- Collaborate with internal teams (compliance, marketing, sales) to ensure consistent service delivery and adherence to regulatory standards.
- Conduct due diligence and risk assessments for investment strategies; model future returns using macroeconomic trends and portfolio analytics.
- Lead budgeting, forecasting, and financial analysis using advanced Excel tools and modeling techniques to support strategic planning.
- Maintain accurate records and generate real-time reporting using platforms such as Xplan, AdviserLogic, and Midwinter.
- Mentor junior team members, providing technical guidance and reviewing deliverables to uphold quality standards.
- Stay up to date with financial markets, regulatory updates, and industry trends through ongoing training and participation in professional workshops.
Sr. Paraplanner Executive
NCS Australia
AHMEDABAD
10.2022 - 08.2024
- Developed and executed personalized financial plans in collaboration with key financial stakeholders, aligning strategies with clients’ short- and long-term objectives.
- Conducted in-depth research and analysis of investment options, insurance policies, and other financial instruments to support well-informed decision-making.
- Led budgeting and forecasting initiatives, utilizing advanced Excel and financial modeling tools to create accurate cash flow projections and scenario analyses.
- Prepared detailed financial reports and participated in client meetings to clearly communicate complex financial strategies and performance metrics.
- Ensured compliance with regulatory standards while maintaining accurate and up-to-date client records through proprietary CRM and planning software.
- Supported marketing and client engagement initiatives, contributing financial insights and helping refine value propositions for prospective clients.
- Implemented tailored investment strategies, monitored portfolio performance, and provided proactive recommendations based on market conditions and client needs.
- Kept abreast of evolving tax laws and industry regulations to deliver timely and relevant financial advice.
- Oversaw junior team members, monitored performance, and conducted training sessions to enhance operational efficiency and analytical capability across the team.
Jr. Financial Analyst
Stemmons Business Services Private Limited
Vadodara
12.2020 - 10.2022
- Oversaw daily banking activity across 5–6 financial institutions, including lockbox transactions; recorded and reconciled entries in multiple cashbooks and verified outgoing transfers.
- Processed and deposited checks using remote access tools; applied payments to tenant accounts and reconciled discrepancies in property cashbooks on a monthly basis.
- Coded and processed invoices for accounts payable; supported bi-weekly payment cycles, general ledger posting, and vendor management.
- Collaborated with property managers and tenants to resolve discrepancies in rent statements, lease terms, and account reconciliations.
- Interpreted lease agreements to calculate late fees, track interest accruals, and analyze operating expense variances across current and prior years.
- Maintained detailed worksheets and records for lease abstracts, building expense reconciliations, and year-end summaries.
- Conducted budgeting and forecasting exercises for multiple properties, incorporating historical data, upcoming lease adjustments, and seasonal variances.
- Delivered financial analysis to track property performance, reconcile accounts, and support internal reporting aligned with management goals and compliance standards.
- Researched and resolved discrepancies in AP and GL accounts to ensure data integrity and accuracy of financial reports.
Financial Analyst
Virtue Ventures
AHMEDABAD
05.2019 - 11.2020
- Initiated market and industry research to evaluate macroeconomic trends, sector-specific growth drivers, and emerging startup ecosystems, supporting initial deal sourcing and opportunity qualification.
- Assessed startup feasibility through competitor benchmarking, customer segmentation, product-market fit analysis, and founder interviews to validate commercial viability and strategic alignment.
- Led financial due diligence for prospective investments by analyzing historical performance, unit economics, cash burn, funding runway, and underlying financial risks.
- Developed dynamic financial models, including DCF, scenario analysis, sensitivity tests, and revenue build-ups to estimate valuation, future cash flows, and break-even timelines.
- Prepared budgeting and forecasting frameworks, integrating variable costs, funding rounds, headcount plans, and milestone projections to guide capital deployment strategy.
- Created investor presentations, investment memorandums, and pitch decks that distilled technical financials into clear, compelling narratives for internal investment committees.
- Advised startup founders on financial planning, pricing strategies, funding strategies, cap table modeling, and operational cost optimization to align with investor expectations.
- Collaborated with legal, tax, and compliance advisors to structure term sheets, shareholder agreements, and perform risk mitigation reviews before investment approval.
- Monitored portfolio performance, generating monthly performance reports and variance analysis, and recommending course corrections based on revenue traction and KPI targets.
- Provided ongoing strategic support to founders post-investment, including cash flow management, budgeting re-forecasting, and preparing for follow-on fundraising or exits.
Consumer Loan Officer
Bajaj Finserv Ltd.
AHMEDABAD
05.2018 - 06.2018
- Interacted with prospective customers to understand their financial needs and goals, and recommended suitable loan products based on their requirements.
- Conducted thorough credit analysis, assessed loan eligibility, and ensured compliance with the company's lending policies and procedures.
- Successfully closed consumer loans, meeting or exceeding monthly sales targets, and contributed significantly to the overall revenue growth of the branch.
- Cultivated and maintained strong relationships with existing customers, fostering loyalty and repeat business.
- Provided excellent customer service throughout the loan application process, ensuring a seamless experience for clients.
- Collaborated with the underwriting team to expedite loan approvals and disbursements, resulting in faster turnaround times for borrowers.
- Stayed up-to-date with industry trends and changes in lending regulations to offer informed and accurate advice to customers.
Education
MBA PGDM - FINANCE
NARAYANA BUSSINESS SCHOOL
Ahmedabad, GJ03.2019
B.COM - General
AMBAJI COMMERCE COLLAGE
Ambaji, GJ03.2017
12th - Commerce
Shree Pratap High School, Vansda
Navsari, GJ03.2014
Skills
➤ Financial Modeling & Forecasting – Expert in building 3-statement models, scenario analysis, and pro forma forecasting for investment and strategic planning
➤ Business Valuation – Skilled in DCF, comparable company analysis, and precedent transactions, with experience advising startups and reviewing VC portfolios
➤ Budgeting & Variance Analysis – Hands-on experience creating and managing budgets, analyzing deviations, and implementing corrective financial strategies
➤ Financial Statement Analysis – In-depth review of balance sheets, P&L, and cash flow statements for performance tracking, due diligence, and investor reporting
➤ Strategic Financial Planning – Developed integrated financial plans for high-net-worth individuals and early-stage ventures, incorporating long-term objectives
➤ Due Diligence – Conducted financial, market, and operational due diligence for investment decisions and business acquisitions
➤ Market Research & Competitive Analysis – Researched industry trends, market size, competitor benchmarking, and economic indicators to support investment theses
➤ Capital Structuring & Fundraising Support – Advised startups on capital needs, funding strategy, and investor materials including term sheets and cap tables
➤ Portfolio Monitoring & Reporting – Tracked investment performance, created dashboards, and presented insights to clients and internal stakeholders
➤ Excel, Dashboards & Data Visualization – Advanced Excel modeling, financial dashboards, pivot tables, and experience with various financial software for insights delivery
➤ Risk Assessment & Mitigation – Identified credit, investment, and operational risks; proposed mitigation strategies aligned with client profiles and firm policies
➤ Client Relationship Management – Liaised with clients, advisors, and internal teams to communicate complex financial concepts and maintain service excellence
➤ Pitch Deck & Investment Memo Development – Built investor-ready presentations, investment memos, and reports tailored to stakeholder needs
➤ Accounting Principles (IFRS/GAAP) – Knowledge of accounting treatments and adjustments relevant to investment evaluation and financial reporting
➤ Communication & Presentation Skills – Strong verbal and written communicator, experienced in client presentations, stakeholder reporting, and internal training
Languages
- English
- Hindi
- Gujarati
- Marathi
Certification
- Advanced Excel
- Corporate Finance Institute (CFI) – Accounting & Finance Fundamentals
- Corporate Finance Institute (CFI) – Introduction to Valuation & Investing
- Alison – Strategic Planning Foundations
- LinkedIn Learning – Spoken English & Personality Development
- Actively pursuing CFA Level I certification to enhance skills in investment analysis, ethics, and portfolio management.
Hobbies
- Cricket, Chess, Travelling, Swimming
Accomplishments
- Mentored junior team members, providing guidance and support that enhanced their professional development and team productivity.
- Consistently achieved client satisfaction ratings exceeding 90%, demonstrating a strong commitment to delivering exceptional client service.
- Recognized for rapid professional growth and outstanding early-career performance through formal awards and performance bonuses.
- Developed personalized financial plans for over 50 clients, contributing to an average 15% increase in their net worth within one year.
Timeline
Senior Financial Planner
CountHQ Accounting & Taxation Services Private Limited
08.2024 - Current
Sr. Paraplanner Executive
NCS Australia
10.2022 - 08.2024
Jr. Financial Analyst
Stemmons Business Services Private Limited
12.2020 - 10.2022
Financial Analyst
Virtue Ventures
05.2019 - 11.2020
Consumer Loan Officer
Bajaj Finserv Ltd.
05.2018 - 06.2018
MBA PGDM - FINANCE
NARAYANA BUSSINESS SCHOOL
B.COM - General
AMBAJI COMMERCE COLLAGE
12th - Commerce
Shree Pratap High School, Vansda
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