Content❑ Fin-Wiser - Overview

❑ Team

❑ Capabilities

o Financial Advisory▪ Financial Forecast & Valuations▪ Project Feasibility

▪ Dashboard

▪ KPI Model▪ Operations & Management Model

▪ Business Plan Model

o Operations Advisory▪ Due Diligence

▪ Transformation▪ Opportunity Identification

▪ Process Mapping

▪ Process Documentation

o Training & Development▪ Financial Modeling

o Data Analytics▪ Web Crawling

▪ Data Visualization

▪ Customer Profiling

▪ Text Analytics▪ Predictive Analysis

▪ Statistical Modelling

Thirty to 40 years ago, most financial decisions were fairly simple … Scott CookQuote Unquote:

Fin-Wiser - Overview

About US

What We Offer

Fin-Wiser Advisory was founded in 2016 by a team with rich exposure in the field of Financial Modeling, Research & Project Management. Our area of specialisation includes financial modeling for company valuation, business plan modeling, creating models for govt. bid/tender, project finance models, dashboards, process documentation and mapping, Data Analytics

Why Choose

Us?

Knowledge Professionals -CFA, Masters in

Finance, Lean Six Sigma (Black Belt)

8+ years

Average Work Experience

Hand on Experience in

executing projects Globally

Customized Training &

Advisory services

Team Work makes the Dream WorkQuote Unquote:

TeamPushkar Kumar

(Managing Partner)

A competent professional with more than Eight years of experience in financial Modeling and valuation. He has core expertise in building financial models/bid models from scratch, carrying out valuation across sectors and is well versed with delivering quality output as per client’s expectations.

Skills and expertise:-- Financial Modeling & Valuation- Bid Modeling- Model Review- Equity Research

Education and qualifications:-- Msc. Finance- CFA (ICFAI)- Bachelor in Business Economics

Harshita Sharma

(Managing Partner)

A proficient individual with more than seven years of experience in comparable company and transaction analysis. She has core expertise in carrying out valuation across sectors and is well versed with creating pitch books, identifying targets for M&A.

Skills and expertise:-- Financial Modeling- Comparable Company Analysis- Pitch Book- Financial Analysis

Education and qualifications:-- Msc. Finance- CFA (ICFAI)- Bachelor in Economics

Amit Kumar Srivastava

(Principle Consultant – Data Analytics)

A proficient individual with more than eight years of experience in Data Analytics/Programming . He has core expertise in R, Python , VBA & Data analytics. He is well versed with creating macros , web crawling, power Bi reporting. Most excellent qualities are business problem-solving , strong analytical skills , scripting and efficient in automating processes using RPA.

Skills and expertise:-- Data Manipulation and mining- Web crawling- R, Python & VBA scripting- Machine Learning programming- Data analytics

Education and qualifications:-- SAS Certified- RPA (Robotic Process

Automation) Certified- MCA

Vipin Sharma

(Partner – Operations Advisory)

A certified Prince 2 and Lean Six Sigma Black Belt with more than 14+ years of experience in management consulting, change management, transformation, operational process excellence, analytics, project management and transition.

Skills and expertise:-- Lean Six Sigma- Business Process Mapping

(BPMN)- Target Operating Model Design- Process Analysis and Opportunity

Identification

Education and qualifications:-- Prince 2 Certified- Lean Six Sigma (Black Belt)- MBA

Capability Means Imagination….Napoleon HillQuote Unquote:

Capabilities – Financial Advisory

WHAT WE DO----------------------------------------------------------------Fin-Wiser provides Financial Modeling & Analysis services which can quickly uncover the financial drivers of business by analyzing different variables and help in arriving at optimal business solutions.

Our financial models are custom made as per the business requirements and can integrate elements of accounting, finance, economics and corporate psychology to summarize a particular events for the end user and provide direction regarding possible actions or alternatives.

Business CaseDevelop

Understanding around business

Model Map

Create model outlay based on

business case

Detailed Financial

ModelPerform

spreadsheet engineering to build business specific model

Model Insight & Findings

Financial Analysis & interpret the

results

Mgmt. InsightsCommunicate Findings to the

management and take insight

METHODOLOGY

Business Plan/KPI Model

Financial Forecasts and Valuations

Equity & Business Research

Bid Modeling

Financial Modeling

Financial Analysis & Dashboard

Project Finance Modeling

SERVICES OFFERED GLOBAL EXPOSURE

Geographies worked with

Capabilities - Operations Advisory

WHAT WE DO----------------------------------------------------------------

Fin-Wiser assist clients from start to finish by following a structured but flexible methodology. Our adaptability forms the cornerstone of our implementation process. Each phase is carefully planned and executed with multiple checkpoints at regular intervals.

HOW WE DO IT-----------------------------------------------------------

-----ONSITE

OFFSHORE

SERVICES OFFERED

• Assist with financial,operational &environmental due diligence& business analysis fororganizations that arecontemplating investments,strategic partnerships,mergers, & acquisitions orthat are looking to enhanceorganizational effectivenessin an existing business unitor portfolio company.

• Prioritize & Lead process improvement initiatives• Create the “As – Is” maps and “To – Be” future state diagrams• Gather metrics on time, cost, and quality• Facilitate the design of new processes• Coach and train future process improvement facilitators• Identify wastes in processes• Provide solution to complex problems

• Identify improvementopportunities

• • Quick wins vs identifyingLong term goals

• • Assessing theweaknesses, threats andrisks to the success of anidentified opportunity

Due Diligence TransformationOpportunity Identification

• Create comprehensive standard operating procedures and detailed work instructions• Create customize documentation templates• Coach and train workforce on procedural documentation• Estimating the cost of retesting• Standardizing corporate-wide templates for implementation and upgrades

• Conduct benchmarkingstudies to select a best-in-class and effective solutions

• Make use of effectiveresearch techniques toidentify latest trends

• Analyse information in themost meaningful mannerwhich aligns with strategicobjective

Process Mapping Process Documentation Benchmarking Studies

• Create SIPOC• Create L2/L3 process flows• Coach and train workforce on Process Mapping• Conduct workshops to gather information and bring various teams on one common platform

Capabilities - Data Analytics

WHAT WE DO----------------------------------------------------------------

Businesses are living in the “Age of Customer,” in which technology and economic forces have put customers in control of their interactions with businesses. These interactions are churning data every second. Proper inspection, cleansing, transformation and modelling of data helps in discovering useful information, conclusions and decision making. Fin-Wiser is performing Data Analysis which helps client identify real potential areas as opportunities to serve their customers better.

HOW WE DO IT----------------------------------------------------------------

ONSITEOFFSHORE

SERVICES OFFERED

• Web mining• Text mining• Web content mining• Web structure mining

• Enables us to describe datausing graphics

• View and interact with thegraphics and customize ourplots to get exactly what wewant

• Plenty of graphs available toexpress our data andinsights

• Create a portrait of yourcustomers to help you makedesign decisions concerningyour service

• customers are broken downinto groups of customerssharing similar goals andcharacteristics.

Web Crawling Data Visualisation Customer Profiling

• Converting unstructured textdata into meaningful data foranalysis

• To measure customeropinions, product reviews,feedback

• To provide search facility,sentimental analysis and entitymodelling to support factbased as prediction of loandefaulter’s etc

• Predictive analytics is thebranch of the advancedanalytics which is used tomake predictions aboutunknown future events.

• Uses many techniques fromdata mining, statistics,modeling, machine learning,and artificial intelligence toanalyze current data to makeprediction about future

• A mathematical model thatembodies a set of statisticalassumptions concerning thegeneration of some sampledata & similar data from alarger population.

• Regression Analysis is themost common statisticalmodeling approach used indata analysis and basis formore advanced statistical andmachine learning modeling

Text Analytics Predictive Analysis Statistical Modelling

An investment in Knowledge Pays the Best Interest … Benjamin FranklinQuote Unquote:

Capabilities - Training & Development

Financial Modeling

• DCF based valuation Modeling

• M&A Modeling

• Project Finance Modeling

• LBO Modeling

Crash Courses

• DCF Valuation

• Project Finance Basics

• Financial Statement Integration

• Basic and Advance Excel

Corporate Training

• Financial Modeling Workshops

• Dashboard

• Advance Excel for Reporting & MIS

Practical training is an integral part of our programs. Our training sessions are highly interactive and are based on the case study approach, which is an effective way to foster participants and provides hand on practice.

WHAT WE DO----------------------------------------------------------------

Fin-Wiser Provides Practical Training Sessions in the Areas of Excel Based Financial Modeling, Financial Research, Project Finance Modeling, M&A, Business Plan Modeling and Company Valuation Techniques.

Our Training Sessions Enable Participants From Finance/ Non Finance Background (Graduates/MBA/CFA/CA Etc.) to Build Upon and Provide Impetus to their Skills in Finance.

HOW WE DO IT----------------------------------------------------------------

SELF LEARNING - ONLINE TRAINING MODULEINSTRUCTOR LED - CLASS ROOM TRAINING

INSTRUCTUOR LED - One on One PERSONAL TRAININGINSTRUCTUOR LED - ONLINE TRAINING via SKYPE

TRAININGS OFFERED

Financial Modeling and Valuation

Fin-Wiser is a specialist Advisory boutique focused on providing Financial Modeling, Financial Analysis, Business Transformation & Business Research Services.

Business Modeling

Financial Analysis

Financial Tools

Model Review and Stress Testing

Dashboard & MIS

website:- www.fin-wiser.com

Email : contact@fin-wiser.com

Thank You!