Summary
Overview
Work History
Education
Skills
Languages
Projects
Personal Details
Other Activities Achievements
Timeline
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Deep Tripathi

Ahmedabad

Summary

Credit Rating Analyst with proven expertise in financial analysis and risk assessment, currently evaluating MCG companies at CARE Ratings Ltd. Previous experience as a Wealth Advisor at Wealthstreet Financial Advisors Pvt. Ltd. involved managing high-net-worth client relationships across equity, mutual funds, and insurance sectors. Recognized for exceptional sales performance of Systematic Investment Plans during an internship at Aditya Birla Sun Life AMC. Strong analytical and communication skills drive accurate credit ratings and foster client trust.

Overview

5
5
years of professional experience

Work History

Credit Rating Analyst

CARE RATINGS LTD.
04.2022 - Current
  • As an analyst at CARE Ratings Limited, I have played a pivotal role in the credit rating team, specifically focusing on rating MCG (Medium Corporate Group) companies within the BIG (Below Investment Grade) category. In this challenging role, I have conducted comprehensive assessments of financial risk, industry risk, management risk, and business risk to determine accurate and reliable credit ratings.

Wealth Advisor

WEALTHSTREET FINACIAL ADVISORS PVT LTD.
10.2020 - 12.2021
  • As a Wealth Advisor, I had the opportunity to maintain relationships with brokers, as well as high-net-worth individual (HNI) clients. My role encompassed working across all three segments: equity, mutual funds, and insurance. By leveraging my expertise, personalized approach, and a deep understanding of their financial aspirations, I strive to build long-lasting relationships based on trust, transparency, and successful outcomes.

Intern

Aditya Birla Sun Life AMC
  • During my summer internship, I had the opportunity to work with Kotak Mahindra Bank and Axis Bank, where I was appointed for a period of 8 weeks. Collaborating closely with Relationship Managers (RMs) and Branch Managers (BMs), I successfully sold more than 50 Systematic Investment Plans (SIPs) to banking customers. As a result of my exceptional performance, I was honored with the Best Performance Award for the internship period.

Education

Masters in Business Administration - Finance, Marketing

Faculty of Management, GLS University
Ahmedabad, Gujarat.
07-2020

B.Com. -

Gujarat University
Ahmedabad, Gujarat.
04.2018

Higher Secondary Education -

Gujarat Higher Secondary Education Board (GHSEB)
Ahmedabad, Gujarat
03.2015

Secondary Education -

Gujarat Secondary Education Board (GSEB)
Ahmedabad, Gujarat
03.2013

Skills

  • Risk assessment
  • Analytical and critical thinking
  • Financial Analysis
  • Communication skills

Languages

  • English
  • Hindi
  • Gujarati

Projects

1. Stock market: boom or bearish in the UPA era or in the NDA era in India summer internship program

2. A study on Generation Y investors' perspective towards wealth creation through mutual funds

Personal Details

  • Date of Birth: 01/06/98
  • Nationality: Indian

Other Activities Achievements

  • Cleared the MS Office certified course in 2009
  • Best performance in terms of sales of mutual fund products from Aditya Birla Sun Life AMC during the internship
  • Won the Best Performance Award for FY 23-24 for outstanding work and achievements at Care Ratings Ltd
  • Won the Best Performance Award for FY 24-25 for outstanding work and achievements at Care Ratings Ltd
  • Advanced Excel Course, completed in July 2025.

Timeline

Credit Rating Analyst

CARE RATINGS LTD.
04.2022 - Current

Wealth Advisor

WEALTHSTREET FINACIAL ADVISORS PVT LTD.
10.2020 - 12.2021

Intern

Aditya Birla Sun Life AMC

Masters in Business Administration - Finance, Marketing

Faculty of Management, GLS University

B.Com. -

Gujarat University

Higher Secondary Education -

Gujarat Higher Secondary Education Board (GHSEB)

Secondary Education -

Gujarat Secondary Education Board (GSEB)
Deep Tripathi