bhakti pandya

I’ve worked across international wealth management operations and portfolio advisory, from supporting UK-based firms with LOA and asset transfer workflows to running AML/KYC checks and data integrity audits. At Glocal Pinnacle Solutions, I handled asset data validation, account maintenance, and portfolio reconciliation for high-net-worth international clients, and coordinated with offshore advisers and third-party providers to clear data gaps.

Now, I’m freelancing as an independent financial consultant—building customized asset allocation strategies and doing tax optimization and market research for Indian mutual funds, equities, and fixed-income products using CFP frameworks. I also bring corporate financial accounting experience from S hri Arihant Distributors, where I supported audits through accurate billing, ledger reconciliation, and clean documentation.