Utsavi Bhatia is the AVP of Paraplanning at NCSGX, with expertise in regulatory compliance, workflow optimisation, and team development.
Her goal is to help Australian financial planners reduce admin burdens and scale their businesses with compliant, high-quality paraplanning support.
“Leading paraplanning at NCSGX with a focus on compliance, efficiency, and helping advisory firms grow without the growing pains.”
We’re here to help you evaluate your needs and determine how our business consulting, management consulting, and technology‑enabled services can support your goals.
Whether you’re exploring operational optimization, shared services, IT support, or enterprise transformation, our experts are ready to guide you with clarity and confidence.
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