Gargi Marawar
Wealth Planner @ UBS
India
Pune Division
Financial Services
Valuation, Financial Modeling, MoneyGuide Pro, Private Equity Valuation , Diversity & Inclusion, Public Speaking, Public Relations, Financial Accounting, Internal Audit, Statutory Audit, Direct Tax, Stock Audit, Microsoft Office, Tally ERP, QuickBooks
Experience
Wealth Planner
UBS
Mumbai
Partner with Financial Advisors to design and deliver tailored, comprehensive financial plans aligned with clients’ goals and risk profiles. Support advisors across the full planning lifecycle, including cash flow analysis, investment strategy, retirement planning, and wealth structuring.
Valuations Controller (AO)
UBS
Mumbai
Valuations Controller (EE)
UBS
Mumbai, Maharashtra, India
Value UBS’s private equity investments and other complex, illiquid assets using market-based valuation techniques, including comparable company analysis, precedent transactions and discounted cash flow models. Evaluate key valuation assumptions and inputs to ensure fair value outcomes that reflect prevailing market conditions. Support periodic valuation reviews, internal reporting, and stakeholder discussions in accordance with UBS valuation policies and applicable accounting standards.
Audit Executive
Agrawal Dhand Motwani & Co - ADM
Pune
Articled Assistant
R.P Mutha and Associates
Pune
Education
The Institute of Chartered Accountants of India
Accounting and Finance
Savitribai Phule Pune University
Economics
MES Garware College of Commerce (Autonomous)
Business/Commerce, General
Gargi Marawar's Contact Information
Phone
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