Hardik Mulchandani

Ameriprise India LLP. Financial Planning Analyst Asset and Wealth Management) Oct 2024 - Present • Analyzed client financial data to develop comprehensive financial plans including their net worth & cash flow analysis, future financial goal projections, taxing and advance estate/trust plannings and investment analysis. • Managed client portfolios and CRM databases, ensuring accurate tracking of financial information and updates • Collaborated with US-based financial advisors, acting as contact for client-related (HNIs) communication. • Prepared meeting summaries and translated discussions into actionable financial analysis and reporting inputs. • Built and maintained Excel-based trackers and dashboard views to monitor financial data and support workflows • 112% score in production and 109% satisfaction in quality of deliverables provided. • Developed structured Word deliverables and presentation summaries for client reporting/recommendations. • Performed data validation and quality checks to ensure accuracy and consistency across financial reports. • Followed and improved SOP-like workflows for financial planning, reporting, and client data management • Streamlined recurring processes by improving data organization, reducing manual effort, and enhancing reporting efficiency with process standards. • Utilized financial planning tools and Al-assisted tools for data preparation, insights, and content/ report drafting BDO INDIA LLP. Assistant in Audit Forensics (Business Advisory Services) July 2023 - Sep 2024 • Conducted integrity and financial due diligence for real estate clients which included extracting, collating, modeling, examining, and recording data from government and regulatory databases; created data trackers and market intelligence reports. • Performed global compliance checks, including sanctions, Politically Exposed Persons (PEP), AML, and high-risk entity screening via subscribed databases and managed vendor KYC processes for clients. • Developed and maintained data trackers, reporting templates, Advanced Excel dashboards, and PowerPoint presentations for due diligence and investigation projects. • Produced structured market intelligence and research reports, including detailed integrity, financial, and regulatory analysis for Indian and international clients using web databases and search engines. • Identified financial irregularities through analytical reviews; collaborated with cross-functional teams to deliver insights and reports under tight deadlines.