Pakiya Sundaram Email & Phone Number | I specialize in crafting and delivering customized investment performance reports tailored to the unique requirements of Financial Advisors (FAs). With a meticulous approach, I oversee the end-to-end onboarding of new clients, from understanding FA specifications to creating reports and implementing customized benchmarks. As a proactive leader, I efficiently delegate responsibilities within the team, establish training plans, and maintain robust procedures aligned with organizational guidelines. My expertise extends to daily, monthly, and quarterly report generation, new fund setup in performance reporting tools, and reconciliation of returns on diverse funds, including Pension, Mutual, and Hedge funds. I thrive in client and FA interactions, addressing queries and discrepancies, attending calls, and ensuring seamless communication to overcome challenges.

Pakiya Sundaram

I specialize in crafting and delivering customized investment performance reports tailored to the un...
Mumbai, Mumbai, India

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Pakiya Sundaram’s Email pakiya.sundaram@ubs.com

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Pakiya Sundaram’s Location Mumbai, Mumbai, India

Pakiya Sundaram’s Current Industry

Pakiya Sundaram’s Prior Industry State Street Syntel Services Privatelimited

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Present

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2012-12-01 00:00:00 - 2019-09-01 00:00:00

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Pakiya Sundaram is a I specialize in crafting and delivering customized investment performance reports tailored to the unique requirements of Financial Advisors (FAs). With a meticulous approach, I oversee the end-to-end onboarding of new clients, from understanding FA specifications to creating reports and implementing customized benchmarks. As a proactive leader, I efficiently delegate responsibilities within the team, establish training plans, and maintain robust procedures aligned with organizational guidelines. My expertise extends to daily, monthly, and quarterly report generation, new fund setup in performance reporting tools, and reconciliation of returns on diverse funds, including Pension, Mutual, and Hedge funds. I thrive in client and FA interactions, addressing queries and discrepancies, attending calls, and ensuring seamless communication to overcome challenges.