Anand Nellyet

• Investment Strategy Training. Trained clients in value investing principles, focusing on P/E ratios, intrinsic value, and margin of safety to support well-informed investment decisions.
• Financial Analysis Expertise. Guided clients through fundamental analysis and financial statement interpretation, teaching methods to identify companies with strong, lasting competitive advantages.
• Customized Financial Literacy Programs. Developed and delivered tailored programs on asset allocation, portfolio diversification, and aligning investments with individual risk profiles and long-term goals.
• Portfolio Management and Risk Mitigation
  Instructed clients on building balanced, diversified portfolios, utilizing passive market tracking and rebalancing strategies to manage risk effectively.
• Retirement Planning Foundations. Conducted workshops on retirement planning essentials, highlighting tax-efficient investment growth, and strategies for securing long-term financial well-being.
• Behavioral Finance and Emotional Discipline Training. Enhanced clients' understanding of behavioral finance and the importance of emotional control, promoting disciplined decision-making during market fluctuations.
• Market Analysis and Technical Strategy. Provided insights into market trends, delivering training on technical analysis and charting techniques to help clients stay adaptive in changing market conditions.

During this period, I conducted training sessions for retail investors, focusing on value-based investment strategies, stock analysis techniques and essential wealth management principles. My goal was to enhance financial literacy by simplifying complex concepts, enabling clients to make confident, informed decisions.

I integrated Behavioral Finance and Emotional Discipline Training, fostering disciplined investment approaches for long-term financial growth. The training materials were developed based on the practices of renowned investors like Warren Buffett, ensuring practical relevance and effectiveness. Each session was tailored to meet the varied needs of my clients.

This experience was instrumental in shaping Value Finance School, where I empower individuals to take charge of their financial futures through education and training.

• Optimized Branch Operations. Streamlined branch workflows, enhancing resource use, and reducing turnaround time to improve operational efficiency.
• Leadership and Team Development. Led a team of 18 across three branches, fostering a strong sales and service culture that consistently delivered high-quality customer experiences and exceeded performance targets.
• Business Growth Initiatives. Expanded sales across digital wallets, payments, WPS, and cross-border remittances, driving significant business growth.
• Regulatory Compliance. Established robust procedures to ensure full compliance with anti-money laundering (AML) regulations and other legal directives.
• Financial Management and Security. Oversaw branch finances, maintaining cash within set limits, and implementing stringent security measures to protect assets.
• Strategic Market Insights. Conducted competitor analysis, providing actionable market insights that informed key business decisions.

• Sales and Profit Achievement: Consistently met and exceeded store sales and profit targets, driving strong commercial growth and profitability.
• Data-Driven Improvement: Analyzed performance data to identify improvement areas, implementing strategies that boosted sales, productivity, and overall store profitability.
• Leadership and Team Development: Led and inspired the store team to deliver outstanding customer service, fostering a collaborative and high-performance work environment through open communication and constructive feedback.
• Retail Operations Oversight: Directed retail operations, ensuring full compliance with established policies and procedures for efficient, smooth store functioning.
• Visual Merchandising and Brand Presentation: Executed and maintained visual merchandising standards and in-store communication, enhancing the store's visual appeal and brand presentation.
• Inventory and Resource Management: Monitored inventory levels closely to maintain optimal stock availability while minimizing waste, tracked employee hours, managed receipts, and oversaw inventory movements.
• Customer Satisfaction: Consistently achieved high customer satisfaction by promptly and professionally addressing customer concerns.

• Executive Support and Calendar Management: Organized and managed executive schedules, appointments, and travel arrangements, ensuring efficient time management and prioritization.
• Administrative Coordination: Performed key administrative tasks, including screening calls, emails, and messages, as well as managing filing and document systems for seamless access and organization.
• Event and Meeting Coordination: Facilitated event planning and coordinated meetings, providing logistical support to ensure smooth execution.
• Research and Recommendations: Conducted targeted research, delivering summarized recommendations to support informed decision-making.
• Expense Tracking and Reconciliation: Oversaw expense reporting and invoice reconciliation, maintaining accuracy in financial tracking.
• Confidential Information Management: Handled sensitive information with utmost discretion, adhering to strict confidentiality standards as per company policy and legal requirements.

• Audit Compliance and Documentation: Assisted in audit follow-up and prepared audit working papers, ensuring adherence to audit standards and regulatory requirements.
• Control Evaluation: Supported assessments of internal controls, verifying their effectiveness and identifying areas for improvement.
• Financial Record Examination: Conducted detailed reviews of financial statements and general ledger transactions to detect and address errors or discrepancies.
• Report Preparation and Findings Analysis: Collaborated with senior auditors to prepare comprehensive audit reports, summarizing findings, and key recommendations for management.
• Client Collaboration and Communication: Fostered strong working relationships with personnel and demonstrated excellent communication skills, contributing to a productive audit environment.

• Bookkeeping and Account Management: Assisted with bookkeeping and maintained accurate monthly and annual accounts, including balance sheets, and profit and loss statements.
• Financial Data Preparation and Reporting: Compiled and managed large volumes of financial data, preparing detailed MIS reports as directed by the Finance Manager.
• Reconciliation and Discrepancy Resolution: Reconciled accounts and analyzed account information to resolve discrepancies, ensuring accuracy and reliability in financial reporting.
• Transaction Documentation and Processing: Documented daily transactions, including cash, credit, fixed assets, accrued expenses, and line of credit, contributing to transparent and organized financial records.
• Financial Closing and Analysis: Collected financial information, prepared documentation, and assisted in closing books; reviewed expense data, assets, and net worth to support financial planning and decision-making.