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  • Anusha Shetty-Resume

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    This document provides a summary of Anusha Srikar Shetty's background and experience. She currently works as a Paraplanner at Valenta KPO Accounting Pvt Ltd since February 2022, where her responsibilities include preparing compliance reports, updating software with financial documents, preparing financial plans and maps, and assisting with plan implementation. She has an MBA in Finance and Business Analytics from Presidency University completed in 2022 and a B.Com in Accounts and Taxation from Mangalore University completed in 2020. Her skills include Excel, Word, PowerPoint, X plan, leadership, communication and problem solving.

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    This document provides a summary of Anusha Srikar Shetty's background and experience. She currently works as a Paraplanner at Valenta KPO Accounting Pvt Ltd since February 2022, where her responsibilities include preparing compliance reports, updating software with financial documents, preparing financial plans and maps, and assisting with plan implementation. She has an MBA in Finance and Business Analytics from Presidency University completed in 2022 and a B.Com in Accounts and Taxation from Mangalore University completed in 2020. Her skills include Excel, Word, PowerPoint, X plan, leadership, communication and problem solving.

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    Anusha Shetty-Resume

    Uploaded by

    akash
    This document provides a summary of Anusha Srikar Shetty's background and experience. She currently works as a Paraplanner at Valenta KPO Accounting Pvt Ltd since February 2022, where her responsibilities include preparing compliance reports, updating software with financial documents, preparing financial plans and maps, and assisting with plan implementation. She has an MBA in Finance and Business Analytics from Presidency University completed in 2022 and a B.Com in Accounts and Taxation from Mangalore University completed in 2020. Her skills include Excel, Word, PowerPoint, X plan, leadership, communication and problem solving.

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    Anusha Srikar Shetty

    Financial Analyst

    About Me

    “To obtain a position that will utilize strong work ethics,


    My Contact interpersonal communication skills, flexibility and
    desire to learn. Seek to continually develop, improve
    abilities, highly motivated by positive results, and
    anushashetty065@gmail.com success.”

    +91 8105897587

    Professional Experience
    http://linkedin.com/in/anusha-srikar-shetty-
    65366521a

    DOB - 05 June 1999


    Valenta KPO Accounting Pvt Ltd
    Professional and Soft Skills Paraplanner Feb 2022 - Present
    Key responsibilities:
    MS Excel, Word, PowerPoint
    X plan (Millennium) Prepare & review detailed compliance reports for Australian
    Adviser logic Financial Planning.
    Leadership Update the software's by referring to various financial
    Communication documents, such as insurance, mortgagesand bank statements .
    Problem Solving Prepare maps, compliance documents and financial reports for
    Time management client meetings.
    Flexible & Adaptable Develop financial plans that include investment strategies,
    retirement planning and insurance.
    Languages Preparing Statement of Advice and Record of Advice based on
    the clients future financialrequirements and investments.
    Coordinate with clients to collect financial data and update
    English database.
    Hindi Assist in the implementation of financial plans.
    Kannada
    Certifications
    Education Background
    University Learning course on “Infant Mortality & Status of Immunization in
    India”.
    Introduction to Personal Branding, University of Virginia.
    Presidency University- MBA

    Finance & Business Analytics Hobbies and Interests


    Completed in 2022 Reading Books
    Dancing
    Mangalore University - B.Com Swimming
    Accounts and Taxation

    Completed in 2020
    Awards and Projects
    Sharada PU College Mangalore - PUC 2018 - 19 Participated-Won in Quiz, Debates,
    Marketing, Presentation
    Commerce
    2021 Organizational Study on “Rajesh
    Completed in 2017
    Exports Ltd”.

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