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Team Details

Ask4Loans > Team Member > Gaurav Kathuria

Gaurav Kathuria

Co-Founder,Director

With over a decade of expertise in the financial services industry, Gaurav Kathuria brings a wealth of knowledge and experience to the table. His qualifications, including a B.Com and CA Inter, further enhance his ability to provide insightful financial guidance and solutions.

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Best Skills

100
Financial Analysis and Planning
93
Investment Strategy Development
87
Risk Management and Mitigation
100
Client Relationship Management
92
Loan Advisory and Structuring
95
Business Process Optimization
89
Financial Documentation

Experience

  • 2015 – Present: Senior Financial Consultant
    2015 – Present

    Spearheaded comprehensive financial planning and investment strategies for high-net-worth individuals and businesses.
    Provided expert advice on taxation, risk management, and portfolio management, resulting in increased financial security and growth for clients.

  • 2012 – 2015: Financial Analyst
    2012 – 2015

    Conducted in-depth financial analysis and budgeting for corporate clients.
    Assisted in developing financial forecasts, cash flow management, and cost optimization strategies.

  • 2010 – 2012: Junior Financial Consultant
    2010 – 2012:

    Gained foundational experience in client relationship management and financial documentation.

    Supported senior consultants in preparing reports, analyzing financial statements, and advising clients on loans and investments.