Gunita Bhatnagar
New Delhi
Summary
Results-oriented financial professional with 15+ years of experience in mutual fund distribution, investment advisory, and financial consulting. Adept at developing tailored financial solutions, managing client portfolios, and ensuring optimal wealth growth through strategic investments. Recognized as a top-performing mutual fund distributor with multiple industry awards. Experienced in insurance consulting and export merchandising, bringing a diverse skill set in financial planning, risk assessment, and market analysis. Certified by NISM V-A and AMFI, with hands-on expertise in financial modeling, data analysis, and Python programming for investment research.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Founder
Coinroot Capital
New Delhi
12.2023 - Current
- Established a public market family office currently under development, focusing on long-term wealth creation and strategic investments.
- Aiming to provide high-net-worth individuals and families with tailored investment solutions, ensuring sustainable growth and capital preservation.
Independent Mutual Fund Distributor
Self Employed
New Delhi
03.2009 - Current
- Conducted comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.
- Assisting clients with SIPs, lump-sum investments, tax-saving mutual funds, and retirement planning.
- Staying updated with SEBI regulations and market trends to ensure compliance, and maximize investment returns.
- Collaborated with tax professionals and attorneys to provide tax effiicent financial planning.
Insurance Advisor
ING Life Insurance
Mumbai
02.2007 - 02.2009
- Assessed risk profiles and recommended insurance plans tailored to individual financial goals.
- Built long-term client relationships, leading to high policy renewals and customer retention.
Merchandising Head
Export House
New Delhi
04.2004 - 07.2006
- Led the merchandising and supply chain operations for middle east export business, overseeing product development, supplier coordination, and international trade negotiations.
- Negotiated contracts, pricing, and logistics to maximize profitability and ensure compliance with international trade standards.
Education
Bachelor of Arts - English Language And Literature
Miranda House, Delhi University
North Campus, New Delhi08-1989
High School Diploma -
Prabhu Dayal Public School
Shalimar Bagh, New Delhi06-1986
Some College (No Degree) - V-A: Mutual Fund Distributors Exam
National Institute of Security Markets
MumbaiSkills
- Audit preparation and response
- Investment strategies
- Strategic funding design
- CRM software proficiency
- Risk Assessment Models
- Economic Trend Forecasting
- Excel VBA
- Credit analysis
Accomplishments
- Top Business Performer – North Zone (2018) – awarded by Nippon Mutual Fund at an exclusive event in Singapore.
- HDFC Mutual Fund Upper Crust Award (2016-17) – Recognized for excellence in mutual fund distribution and client portfolio management.
- HDFC Mutual Fund North Zone Noble White Winner (2017-18) – Awarded for outstanding financial advisory and AUM growth.
- Motilal Oswal Key Partner (2020-21) – Recognized as a key partner for exceptional performance in investment management.
- Conducted 20+ Investor Awareness Programs across 4+ cities, educating individuals on mutual funds, wealth creation, and financial planning.
Certification
- AMFI registered mutual fund distributor
Timeline
Founder
Coinroot Capital
12.2023 - Current
Independent Mutual Fund Distributor
Self Employed
03.2009 - Current
Insurance Advisor
ING Life Insurance
02.2007 - 02.2009
Merchandising Head
Export House
04.2004 - 07.2006
Bachelor of Arts - English Language And Literature
Miranda House, Delhi University
High School Diploma -
Prabhu Dayal Public School
Some College (No Degree) - V-A: Mutual Fund Distributors Exam
National Institute of Security Markets
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