Hi, I’m Aarushi — a multi-skilled professional offering reliable and high-quality financial advisory support, content editing, and executive virtual assistance to entrepreneurs, financial advisors, and small business owners.
As a CFA Level 1 candidate with advanced training in Applied Finance from KPMG, I specialize in paraplanning support — from preparing detailed financial plans and investment research to organizing client-ready documents and compliance summaries. I’m passionate about helping advisors and teams stay organized, informed, and efficient.
Beyond finance, I offer versatile editing and proofreading services — ensuring clarity, accuracy, grammar, tone, and structure across
Articles & blog posts
Reports & research papers
Social media captions & website copy
Business presentations & email communication
Academic & technical content
I also bring experience in project coordination and admin support, helping streamline your day-to-day operations with strong communication, time management, and follow-through.
🧠 What I Bring to the Table:
📊 1. Paraplanning & Financial Advisory Support
Fact-finding analysis, plan preparation, and research that helps financial advisors work more efficiently
💬 Let’s Connect!
I’m not here to just check off a to-do list. I bring structure to chaos, polish to your voice, and support that feels seamless. I think alongside you, care about the details, and carry your brand like it’s my own. Whether you're an advisor, founder, coach, or executive — you’ll feel the difference of having the right person beside you.
Let’s build something great — together.More...