Transforming Financial Risk into Generational Growth
Bringing 23 years of deep accounting, corporate finance, and operations experience to personal and family wealth management in Singapore.
Mithun J Malani
Representing Financial Alliance Pte Ltd
Clients Onboarded
Assets Under Advice
REPRESENTING FINANCIAL ALLIANCE PTE LTD
One of Singapore's largest financial advisory firms, regulated by the Monetary Authority of Singapore.
Corporate Rigour for Personal Finance
Most successful professionals are excellent at earning wealth, but find themselves time-poor when it comes to organizing, protecting, and planning its transfer across generations.
Before transitioning to wealth management, I spent **23 years managing organizational finances**—including 13 years in corporate Business Operations and FP&A at Dell Technologies, cost center optimization at HP/MPhasis, and managing accounts and audits in the earlier decade of my career.
Today, I apply that same analytical discipline, diagnostic thoroughness, and forecasting precision to private financial planning. Your life goals aren't managed against a sales quota; they are analyzed, optimized, and protected like an enterprise balance sheet.
Multilingual Advice
Consultations conducted fluently in English, Hindi, or Tamil.
Objective Advisory
Unbiased selection from a wide range of institutional solutions.
Advisory Specializations
Tailored corporate and personal financial architectures built from the ground up.
Wealth & Investments
Design and manage high-performance investment portfolios. Structured global asset allocation, unit trusts, and alternative assets optimized to fund your mid-to-long-term cash flow objectives and retirement goals.
Estate & Legacy Planning
Structure seamless generational transfer of assets and wealth. Advanced preservation strategies covering wills, private trusts, and optimized CPF nominations to secure your family's future legacy.
Life & Health Protection
Insulate your household income and assets from medical emergencies. Rigorous risk auditing for multi-provider life coverage, critical illness, major health plans, and long-term care plans.
Personal General Insurance
Comprehensive safeguard for your personal properties, liabilities, and lifestyle. Tailored plans covering private vehicles, domestic helpers, travel protection, home content, and personal liability protection.
Commercial General Insurance
Protect your business operations, liability exposures, and employees. Corporate-grade advisory covering key-man insurance, customized employee benefit packages, professional indemnity, and technical liabilities.
Client Resource Toolkit
Branded calculators and direct-purchase digital policies provided in partnership with Financial Alliance Pte Ltd.
Interactive Calculators
Self-help diagnostic tools to audit your current coverage and planning status.
Term Comparison Tool
Compare term insurance rates across multiple providers instantly.
Protection Gap Calculator
Identify potential shortfalls in your life and health coverages.
SRS Optimization Calculator
Maximize tax relief and compound growth on your SRS contributions.
Retirement Planning Portal
Explore structured retirement pathways and cash flow models.
Advisory Quality Audit
Audit the objectivity and compliance level of your current advice.
Direct-Purchase Policies
Select general and personal policies available for instant online purchase under my advisory.
QBE Home Prestige
Comprehensive prestige home protection covering structures, fixtures, and personal items.
Income Enhanced Home
Flexible coverage optimized for HDB or private property owners, tenants, and landlords.
FWD Life Personal Accident
Direct personal accident coverage including medical expenses, inpatient support, and daily allowances.
Singlife CareShield Standard Plus
Enhance your national CareShield Life coverage with higher monthly payouts and flexible benefits.
* Purchases made through these links are processed securely by the respective insurers and will be directly linked to my advisory portfolio at Financial Alliance.
Professional Timeline
A track record of analytical execution across multinational corporate structures and financial advisory sectors.
Consultant, Financial Advisory
Financial Alliance Pte Ltd
- Building data-driven wealth, insurance, and estate plans for high-earning professionals, families, and business owners.
- Successfully managing over **$1.8M in Assets Under Advice (AUA)** within the first two years.
- Onboarded 50+ private clients and was recognized as an early achiever for strategic portfolio implementation.
General Manager, Offline Sales
Athena Partners Pte Ltd
- Steered operational models and corporate cash reserves for structural optimization.
- Managed distributor networks and vendor contracts, ensuring regulatory compliance.
Consultant & Manager, FP&A / Business Operations
Dell Technologies
- **Consultant, Center of Competence (2021-2023):** Streamlined operations and aligned software/hardware product bundles for APAC markets.
- **Consultant, Sales Operations (2019-2021):** Managed the ANZ services revenue forecast, consistently maintaining precision limits within **+/- 2% accuracy**.
- **Manager, Business Operations (2014-2019):** Led an analytical team overseeing revenue planning for renewals and prepaid maintenance in APJ.
- **Senior Analyst, Business Operations (2010-2014):** Compiled forecasting budgets, managed vendor payouts, and executed complex systems upgrades.
Advanced Financial Analyst
MPhasis (an HP Company)
- Responsible for monthly regional variance reporting and management analysis for cost center optimization.
Manager, Accounts
Supreme Computers India Pvt Ltd
- Managed end-to-end accounting processes, taxation audits, corporate compliance, and monthly ledger reconciliations.
Accounts Executive
Bohara Metal Products
- Handled accounts payable, accounts receivable, vendor payments, and daily cash flow statements.
Audit Assistant
M.L.Chajjer & Co.
- Assisted senior auditors in verifying financial statements, auditing general ledgers, and checking statutory compliances.
Credentials & Background
Solid education and professional certifications backing every recommendation.
Professional Qualifications
- CMFAS: M5, M8, M8A, M9, M9A, HI
- Commercial General Insurance (CGI)
- Personal General Insurance (PGI)
- Certified Estate Planner (CEP)
Education
Post Graduate Diploma (PGDBM)
Pune Business School · 2008 - 2010
Bachelor of Commerce (B.Com)
Maharshi Dayanand Saraswati University · 1996 - 1999
Toastmasters Leadership
Awarded **Distinguished Toastmaster (DTM)**, the highest level of achievement in communication and leadership by Toastmasters International. Served in multiple club executive committees, including Club President.