Professional Timeline

Experience & Track Record

A track record of analytical execution and regulatory diligence spanning 23+ years.

Financial Alliance Pte Ltd

Dec 2023 - Present

Building data-driven wealth, insurance, and estate plans for high-earning professionals, families, and business owners.
Successfully managing over AUM/AUA of $1.8M+ within the first two years.
Onboarded 50+ private clients and recognized as an early achiever for strategic portfolio implementation.
Serving 10+ corporate entities with comprehensive commercial general insurance, including Employee Benefits, Tech/Cyber Liability, Keyman Insurance, WICA, and Professional Indemnity.
Advising 100+ individual clients on personal general insurance coverage, spanning Motor, Maid, Travel, and Personal Accident policies.

Fully Regulated Advice

2010 - 2023

Dell Technologies (13 Years APJ planning & Australasia services revenue forecasting)

2023

Athena Partners Pte Ltd (Operations, vendor contracts, distribution oversight)

2007 - 2010

MPhasis (an HP Company - Regional variance analysis, cost centers)

2003 - 2007

Supreme Computers India Pvt Ltd (Accounting, auditing, tax filing, compliance)

2000 - 2003

Bohara Metal Products (Ledgers, receivables, cash flow reconciliations)

1999 - 2000

M.L.Chajjer & Co. (Verification of ledgers and statutory compliance audits)