I’m Gaurav Garg, currently working at Lemonn in Bengaluru, specializing in financial analytics, AML/regulatory compliance, and process automation. With nearly 9 years of experience, I’ve honed my skills in: Regulatory & Compliance Frameworks (including Anti-Money Laundering) Data Analytics & VBA-based modeling Automation tools and business process optimization I'm also a CFA Level III candidate, bringing rigorous investment analysis and portfolio management expertise to the table. My academic foundation from the Great Lakes Institute of Management and VIT Vellore, combined with professional exposure from companies like Deloitte, havells, and Right Alpha, allows me to blend industry-level best practices with robust financial acumen. 🌱 Why I Do This I believe effective wealth-building goes beyond picking the right funds—it’s about creating tax-efficient, goal-aligned strategies using data-driven insights. I enjoy demystifying personal finance and empowering clients to take charge of: Mutual fund allocation & portfolio rebalancing Financial goal planning (retirement, home, children) Risk management (insurance adequacy, emergency buffers) Regulatory compliance for high-net-worth or corporate clients 🛠️ What I Offer Comprehensive Financial Planning: Complete reviews + goal-setting + tax strategies Mutual Fund Portfolio Consultation: Data-backed analysis and rebalance suggestions Intro / Fit-Assessment Calls: Aligning expectations and exploring whether we’re a good professional match 🚀 Credentials & Tools CFA Level III Candidate — expertise in asset valuation & portfolio management Advanced proficiency in VBA, Excel analytics, and finance automation Deep understanding of SEBI guidelines, AML regulations in.linkedin.com 🎯 What You Can Expect Working with Me Unbiased, commission-free advice Data-driven recommendations personalized to your goals Clear communication and follow-through via reports and tools Supportive yet disciplined approach to building financial independence