Sourabh User

I manage and advise on diverse investment portfolios, including equities, mutual funds, index funds, and precious metals (gold and silver). I analyze market trends, perform risk assessments, and optimize asset allocation for individual and corporate clients to align decisions with financial goals.

I execute trades and continuously monitor performance across multiple asset classes to ensure ongoing alignment with client objectives. Alongside investing, I support consistent growth through client acquisition, lead generation, and referral networks that connect qualified clients with specialized institutions and call centers.

I provide strategic advisory services, focusing on long-term investment planning and insurance solutions. I consult with clients to design customized insurance strategies and share actionable insights on market volatility and emerging opportunities so they can make informed decisions.

Earlier, at SAGACITOTECHNOLOGIES PVT LTD., I handled MIS and core finance deliverables—cash & fund flow statements, balance sheets, audit reports, reconciliations, statutory books, and tax computations including PF, GST, and TDS. I also bring audit and taxation foundation from roles as an Article and Audit Assistant, and I continuously augment productivity with prompt engineering and AI tools like ChatGPT for drafting, research, and summarization.