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Anuj Sharma

I am a certified financial planner, with more than a year’s experience as a paraplanner dealing with Australian clients. Furthermore, I'm an individual with great determination to work in corporate industries and reach the top by showcasing conscious efforts and variety of skills. My constant learning nature is an adaptation of the policy "always strive for more". 

Key Skills

Financial Analysis
Strategic Planning
Trend Analysis
Leadership
Technical skills
Teamwork
Decisions Making
Adaptability
Time Management
Communication

Professional Experience

Jun 2024
Present
Senior Associate (Paraplanning)
Befree Business Resourcing LLP Gandhinagar, IN
  • Administrating the weekly workflow and assisting the manager in decision making process.
  • Reviewing the advice documents and the financial statements prepared by the team members.
  • Mentoring junior staff members and providing training on financial planning tools and processes.
  • Collaborating with financial advisors to identify client needs and developing tailored solutions.
  • Automating routine tasks, freeing up time for more complex analysis.
Jun 2023
Jul 2024
Associate (Paraplanning)
Befree Business Resourcing LLP Gandhinagar, IN
  • Reviewed the advice documents prepared by the team members. 
  • Provided software training pertaining to financial modelling and portfolio analysis.
  • Focused on continuous updation of skills and remaining up-to-date with new legislative changes. 
  • Built strong relations with the advisers by constant effective communication and support.
Feb 2022
Jul 2023
Junior Associate (Paraplanning)
Befree Business Resourcing LLP Gandhinagar, IN
  • Prepared comprehensive financial plans, including retirement projections.
  • Generated financial statements including cash flow charts and balance sheets. 
  • Created analysis and performance reports for management teams to review. 
  • Conducted in-depth research on investment products and insurance to support client recommendations.
  • Stayed current with industry trends and regulatory changes to provide informed advice.

Education

Apr 2018
Jul 2020
Master of Commerce (MCOM) in
Gujarat University
May 2015
Apr 2018
Bachelor of Commerce (BCOM) in
JG College of Commerce
Feb 2014
Apr 2015
HSC in Gujarat Higher Secondary Education Board (GHSEB)
Feb 2012
Apr 2013
SSC in Gujarat State Education Board (GSEB)

Certifications

2021
Certified Financial Planner
FPSB India
2021
NISM SERIES VIII: Equities and Derivatives
NISM

Achievements

2019
Developed policy for a souvenir shop
Certificate of Apprecitation for managing and policy development of souvenir shop in
Gujarat University, Ahmedabad.
2018
Event management appreciation
Successfully managed the Entrepreneurship Conclave event.

Hobbies & Interests

  • Tennis
  • Playing Badminton
  • Playing Cricket
  • Reading Books
  • Playing Volleyball
  • Trading and Investing

Languages

Hindi
(Native)
English
(Fluent)
Gujarati
(Fluent)

Career Aspiration

Over the next 3 years, I want to advance my m professional career with an executive level management position as financial analyst in a formidable company using budgeting skills and knowledge of operations.

Get in touch with Anuj