Shikha Talwar

Tax Advisor

Gurugram, Haryana, India

Summary
BUSINESS DEVELOPMENT Tax Advisory Wealth Management Accounting Finance
Capable at clear and concise reporting. Highly effective at time management and interacting productively with colleagues and clients. Reliable and focused with 4 years of experience in due diligence, auditing and financial reporting.
Experience

Transition Manager and Advisor at Mowize

Mar 2017 - Present

Mowize - Helps your money grow! A cloud based Fin-tech platform for personal finance management which is available on Web, iOS and Android platform that helps individuals in:- 1. Get Organised - Organising all financial documents by digitising it and linking it to the financial instrument categorised into Insurance, Investments, Accounts and liabilities with various sub-categories on cloud platform. 2. Track - Allows real time tracking of how investments are performing 3. Share - Allows creation of Eco-system and sharing of these instrument with family members, wealth managers, nominees etc over the platform with view or editable rights. 4. Get Informed - It facilitates informed and timely decisions with alerts and notification on various financial instruments and we would be hiring independent experts/advisers on Domestic as well Expat Tax who will respond to user queries related to taxation.

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