I am a strategy and transformation leader with 14+ years driving high-impact change across billion-dollar corporations, government agencies, and global institutions including the UN and World Bank.I specialise in operating model design, large-scale transformation, and executive alignment - delivering measurable results in high-stakes environments.WHAT MAKES ME DIFFERENT:I combine elite strategy training (Columbia MBA, Dalberg, UN, World Bank) with proven transformation delivery and executive coaching capability.I think like a strategist, execute like a project manager, and lead through the complex human dynamics of change - a combination most transformation professionals lack.TRACK RECORD:I've led multi-million dollar transformation initiatives across:Elite consulting (Dalberg) and global institutions (UN, World Bank)Billion-dollar corporations (Woolworths Group, Commonwealth Bank)Government agencies (TAFE NSW, WaterNSW)Infrastructure leaders (BAI Communications)Startups and social enterprisesI lead and operate highly effectively under intense pressure - ministerial scrutiny, media attention, Board-level politics - and consistently deliver results.RESULTS:Programmes I've led have achieved 40-45% efficiency uplifts in organisational performance.As a Certified Leadership Coach, I ensure transformation doesn't just look good on paper - it embeds at the Executive level and throughout the organisation.I bring strategic rigour, hands-on delivery expertise, and the leadership presence to drive change that sticks.If you need transformation delivered - not just planned - let's talk.

Rita M.

The Fiscal Alchemist

At The Fiscal Alchemist, we transform your financial aspirations into tangible prosperity. Our founder, Deepak Bokaria, brings over 13 years of experience in the finance industry, embodying precision and discipline in investment advisory. An MBA in finance anchors their profound understanding of market dynamics and the power of compounding, which he leveraged to achieve financial freedom at 33. This milestone is not just a personal triumph but a testament to the strategic acumen he now dedicates to your financial journey.

His socially energetic nature fosters deep, empathetic connections that honor the emotional facets of financial decision-making. At The Fiscal Alchemist, we compose your financial harmony with insurance advisory, tax planning, and bespoke investment strategies. We don’t just advise; we listen, understand, and align with your vision to chart a course towards financial independence that resonates with your unique life’s rhythm.

Let us transmute your financial goals into golden realities. With a disciplined approach, a detail-oriented mindset, and a human touch, we guide you through the intricacies of wealth creation and preservation. Your trust in us is the catalyst for a prosperous future, and together, we will navigate the path to your financial independence. 

Welcome to The Fiscal Alchemist, where your financial well-being is our core expertise and your success, our greatest achievement.

Founder

Snowflake

Conducting Operational Internal Audits and ensuring SOX Compliance in a Global Environment

Internal Auditor

Twilio

Senior Internal Auditor

PwC India

1. Providing trainings to staff for digitally upskilling them and building solutions in data analytics-related technologies such as Alteryx and Power Bi.

Senior Associate

1. Process Narrative Creation and SOX Compliance Testing for multiple International Client associated with PWC India Acceleration Centre (IAC)
2. Development of Standard Operating Procedure of a Personal Care FMCG company for Hire to Retire and Order to Cash process
3. Development of Standard Operating Procedure of an Ethnic Wear Retail company for Retail Business Development and Store Operations Process

Experienced Associate

1. Internal Audit and Process review of India's Largest Ethnic wear brand covering Sales & Distribution, Production & Job work Operation, Store Operations, Advertisement & Publicity Process
2. Development of Standard Operating Procedure for one of the leading Real Estate Company in Eastern India for Facility Management Function
3. Preparation of Standard Operating Procedure and Implementation of issues identified in previous reviews for a $1.6 Billion Indian Conglomerate (Healthcare Unit) for Inventory Management and Procure to Pay Process 
4. Development of Business Intelligence based MIS for Production Process a leading cement Manufacturer
5. Internal Audit of Mines Operation, Production & Quality Control, Procure to Pay in Cement Industry

Associate

GREENBILT INDUSTRIES PRIVATE LIMITED

• Preparation of MIS, reporting to management on key metrices to drive strategic business decisions
• Handling and managing major commercial functions including – Receivables, Payables, Payroll etc.
• Conducting Research and analysis to provide insights in developing new business avenues

Assistant Commercial Manager

RP-Sanjiv Goenka Group

•	Development and Preparation of Monthly MIS, various financial report and presentation to facilitate financial reporting 
•	Accounting and Reconciliation of Asset Register in SAP module

Finance Management Trainee

Vedanta Limited - Aluminium Business

•	Formulation of policies depicting good control in processes. 
•	Creation of a sustainable single largest pool of data covering all the verticals of the business. 
•	Given a fresh outlook in business presentation not used earlier. 
•	Improvement in working capital management by streamlining of factors causing time lag in each item head.

Summer Intern

SML Consulting Services

Reporting Authority – CA S.M.Lakhotia.

Job Description -- Engaged as a team member in several projects like:

Inventory Management : CRI Ltd.
Concurrent Review : Emami Realty.
Review of Logistics Charges : CRI Ltd.
Review of Bank and Interest Charges  : CRI Ltd.
Review of Insurance charges : CRI Ltd. and Emami Group.
Cost Management Plan : Emami FMCG Division.
Internal Audit : Jayshree Tea & Industries Ltd.
Management Audit : Cossipore Tea Estate.
Physical Verification of stock : Orbit Ltd.
Preparation of Costing modules : CRI Ltd.

Management Trainee

🌟 Achieving Financial Freedom: Your Trusted Financial Advisor 🌟

After dedicating 15 years as an internal auditor, I achieved my personal goal of financial freedom by the age of 33. With a passion for helping others achieve the same, I launched my own financial advisory firm - The Fiscal Alchemist, bringing my experience and expertise to the service of corporate professionals and individuals alike.

🔹 Educational Background: I hold an MBA in Finance, which has provided me with a solid foundation in financial management and strategic planning.

🔹 My Credentials:
1. Mutual Fund Distributor (AMFI Registered): Leveraging the power of mutual funds to grow wealth strategically.
2. Insurance Point of Sale: Providing tailored insurance solutions across India's leading companies to safeguard your future.
I believe in a holistic approach to financial well-being, which includes meticulous tax planning and optimization, ensuring that every step taken is a stride towards wealth creation.

🔹 Why I Do What I Do: Having seen firsthand the peace and opportunities that financial freedom brings, I am driven by the desire to share that sense of empowerment. My mission is to guide you through the complexities of financial planning, helping you unlock your potential and secure a prosperous future.

Let’s embark on this journey together. Your financial freedom is within reach, and I’m here to help you achieve it.

taplio

The Battle

Rita M.

Deepak Bokaria

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