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.”
NCSGX partners with CPAs, CFOs, accounting firms, and enterprise leaders to deliver outsourced services that reduce operational burden and drive performance. Our global delivery model combines structured execution, deep expertise, and a reliable operational framework.
Every engagement begins with understanding your business, its complexity, compliance needs, and growth goals. From there, we configure, deliver, and stand behind every outcome.
We Schedule a call at your convenience
We do a discovery and consulting meeting
We prepare a proposal
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