P. Lovelin Auguskani
Nagercoil
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure accounts and finance position. Ready to help team achieve company goals.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
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Overview
28
28
years of professional experience
1
1
Certification
Work History
Consultant Manager
Mentat Wealth Private Limited
01.2022 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Professor
CONSPI Academy of Management Studies
01.2023 - 02.2025
- Teaching Finance, Accounting and Management subjects
Associate Professor
St. Xavier’s Catholic College of Engineering
06.2009 - 12.2020
- Teaching Finance, Accounting, Management subjects and Guiding students to conducting research
- Encouraged class discussions by building discussions into lessons, actively soliciting input, asking open-ended questions and using techniques to track student participation.
Lecturer
Udaya School of Engineering
08.2007 - 06.2009
- Teaching Finance and Management subjects
Process Executive
Ma Foi Consulting Solutions Ltd.
03.2007 - 08.2007
- Completed monthly Pay Roll for employees.
Junior Officer
UAE Exchange and Financial Services Ltd.
12.2002 - 06.2004
- Multinational Company involved in Money Transfer, Foreign Currency Exchange and Allied Financial services, cash Handling, Purchase and Sale of all Major Currencies
Professional Training- Accountant
A. John Moris & Co. (Chartered Accountant)
07.1997 - 10.2002
- A Chartered Accountant firm, Prepare profit and loss Account, and Balance sheet, Tax Calculations computer accounts writing.
- 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.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Prepared and filed tax forms to meet needs of customers.
- Handled day-to-day accounting processes to drive financial accuracy.
- Prepared working papers, reports and supporting documentation for audit findings.
Education
MBA - Master of Business Administration
The Rajaas Engineering College
Vadakkangulam, Anna University01.2006
B.Sc - Physics
Annai Velankanni College
Tholayavattam, Manonmaniam Sundaranar University01.1997
HSC -
Carmal Higher Secondary School
01.1994
Skills
- MS Office
- Tally
- Personal Financial Planning
- Financial statement preparation
- General ledger maintenance
- Accounts receivable management
Experience
Highly accomplished and results-oriented Accounting and Finance Executive with 14+ years of experience in academia and 9+ years in industry. Proven ability to lead teams, develop financial strategies, and deliver impactful results. Expertise in financial planning, wealth management, consulting, and academic instruction in finance and accounting. Possesses a MBA in Business Administration and several professional certifications. Seeking a challenging executive-level position leveraging extensive knowledge and experience to contribute to organizational growth and success.
Accomplishments
- Supervised team of four staff members.
- Helped 59 families to achieved financial independent.
Certification
- International Certificate in Wealth and Investment Management [ICWIM], CISI, London.
- NISM SERIES – V-A Mutual Fund Distributors Certifications Examinations.
- NISM Series – VIII Equity Derivatives.
- The Fundamentals of Research Analysis Module, NSE.
- The Fundamentals of Capital Markets Module, NSE.
- Financial Statement Analysis and Reporting, IITR, NPTEL.
Languages
English
Tamil
Activities
Life Member, The Indian Society for Technical Education (ISTE), LM-68148, 2010
Position Held
- Exam cell In charge, St. Xavier’s Catholic College of Engineering, 04/2010 to 06/2019
- Co-ordinator, CETA, St. Xavier’s Catholic College of Engineering, 10/2017 to 12/07/20
- Co-ordinator, HilTek Robotics Research Centre Pvt. Ltd, St. Xavier’s Catholic College of Engineering, 10/2017 to 12/07/20
Hobbies and Interests
- Football
- Hockey
Disclaimer
I, P. Lovelin Auguskani hereby declare that the information given above are true and correct to best of my knowledge and belief.
Timeline
Professor
CONSPI Academy of Management Studies
01.2023 - 02.2025
Consultant Manager
Mentat Wealth Private Limited
01.2022 - Current
Associate Professor
St. Xavier’s Catholic College of Engineering
06.2009 - 12.2020
Lecturer
Udaya School of Engineering
08.2007 - 06.2009
Process Executive
Ma Foi Consulting Solutions Ltd.
03.2007 - 08.2007
Junior Officer
UAE Exchange and Financial Services Ltd.
12.2002 - 06.2004
Professional Training- Accountant
A. John Moris & Co. (Chartered Accountant)
07.1997 - 10.2002
- International Certificate in Wealth and Investment Management [ICWIM], CISI, London.
- NISM SERIES – V-A Mutual Fund Distributors Certifications Examinations.
- NISM Series – VIII Equity Derivatives.
- The Fundamentals of Research Analysis Module, NSE.
- The Fundamentals of Capital Markets Module, NSE.
- Financial Statement Analysis and Reporting, IITR, NPTEL.
MBA - Master of Business Administration
The Rajaas Engineering College
B.Sc - Physics
Annai Velankanni College
HSC -
Carmal Higher Secondary School
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