Abu Asif
Digital Wealth Intern·Wise Finserv Pvt. Ltd,
India
Master's degree, Finance
Work experience
Total years of experience: 4 years, 8 months
Digital Wealth Intern
May 2025 - July 2025
Wise Finserv Pvt. Ltd,
New Delhi, India •Remote
May 2025 - July 2025
investing up to ₹60L.
• Calculated Human Life Value & insurance coverage gaps to suggest term & health plans as per IRDAI
norms.
Mapped client risk profiles with Mutual Funds like Multi Cap, Small Cap & Debt Funds using CAGR
models.
Assisted in KYC compliance, client onboarding & creating SIP calculators for vacation, education & home goals.
- Company industry:
- Financial Services
Accountant
July 2019 - November 2023
Jai Laxmi Enterprises (Parle Agency)
Supaul, India
July 2019 - November 2023
discrepancies and saving 15-20% in financial errors and expenses.
Streamlined financial reporting and invoicing workflows, improving accuracy and efficiency by 25%
through effective use of Tally, Excel, and Botree software.
Successfully managedend-to-end accounting operations, includingbookkeeping, reconciliation, and
compliance, ensuring timely and error-free reporting.
Collaborated with cross-functional teams to optimize financial processes, supporting on-time deliveries
and improved business performance.
- Company industry:
- FMCG
- Job role:
- Accounting and Auditing
Education
University Of Shobhit Institute Of Engineering And Technology.Meerut
June 2026
June 2026
Master's degree, Finance
India
B.N.M.University
July 2023
July 2023
Bachelor's degree, Financial Accounting
India
Aptech Computer Education
March 2021
March 2021
Diploma, Information Technology
India
Skills
Languages
English
Expert
Hindi
Expert
Urdu
Expert