PROJECT MANAGEMENT

Technology expenditure can be large and thus needs to be suitably managed to ensure that the value derived from the expenditure, is as expected.

A Program/Project Manager is focused solely on delivering a positive outcome and works across the organization to ensure a relatively smooth delivery.

As a Program/Project Manager and Business Analyst, I have focused on understanding the processes and risk controls that are required for each business unit and designed solutions that allow for growth, improve efficiency, reduce risk and add value to the organization.

I have worked on Projects from inception to completion and have been involved with all aspects of the process. The Technical development has been handled by both internal and external development teams.

The value a Project specialist brings to the table is helping:

• Determine scope & viability
• Determine if the benefits justify the expenditure
• Deliver within a reasonable timeframe
• Manage costs against budgets
• Ensure that quality levels expected are delivered
• Keep all relevant parties involved so that the product is as per expectations
• Manage impact to employees and help them embrace change
• Ongoing monitoring to ensure that anticipated benefits are being realized

Though the bulk of my experience is in the Financial Services area, I have also worked on projects within the Digital Media and Healthcare verticals.

If I can help you with anything, please do reach out.

Detail on the Projects that I have worked on can be seen at:   

FINANCIAL PRODUCTS DISTRIBUTION

In the current environment where deposit rates have been coming down and private organizations do not offer pension, it is imperative that individuals invest to make their money grow and so that they can meet their goals along with obligations and have enough built up to live a comfortable retired life. Additionally, with an average inflation rate of ~7%, one needs to grow wealth at a rate that is higher than that to maintain purchasing power parity.

Being insured is also extremely important to provide support in case of demise and to tackle the rising costs of healthcare and hospitalization.

The following products can help clients meet Financial goals:

• Mutual Funds – Help a client grow money through professional management and through reasonable fees
• Deposits – To maintain liquidity it is important to have access to quick cash that is growing at a rate that is higher than a Savings account
• Life Insurance – A term-life plan provides protection to one’s family and provides for them in the case of demise
• Health Insurance - To protect from rising healthcare and hospitalization charges



It is important to allocate money to all these products and then further allocate within the money allotted for investments.




Investments should be allocated based on significant thought being provided to:



• Risk
• Returns
• Investment horizon
• Asset Classes
• Volatility



If I can help you with making your money work for you, do reach out.




To view educational videos, click here: