Gunjan Goyal

Experienced investment manager with a proven track record in managing and optimising client investment portfolios valued at over 53 crore. Expertise in KPI tracking, financial analysis, and portfolio diversification to drive performance and mitigate risks. Skilled in evaluating business trends, developing investment strategies, and maintaining high-quality financial reporting to support informed decision-making. Adept at client relationship management and team collaboration, with advanced proficiency in Microsoft Excel and the Microsoft Office suite. Committed to leveraging market insights and structured risk assessments to deliver sustainable growth and achieve client objectives.

https://www.linkedin.com/in/gunjan-goyal

• Portfolio Performance and KPI Analysis, Designed a framework to track portfolio performance using key financial metrics and KPIs. Analyzed deviations and recommended corrective strategies to improve performance consistency.
• Business Trend and Financial Analysis, Conducted analysis of macroeconomic indicators and market trends to support strategic investment decisions. Identified patterns impacting financial performance and recommended data-backed actions.
• Basic Financial Controls and Review, Reviewed financial data and reports to ensure accuracy, consistency, and compliance with internal standards. Gained exposure to financial controls, reporting checks, and structured review processes.

• NISM VA certified

Finance Intern
Himanshu Sunil & Associates | 4 Months

• Conducted research and analysis on equity, debt, and hybrid mutual funds, evaluating historical performance, risk return characteristics, and market trends.
• Assisted in analysing investment products and financial markets to support investment research and portfolio-related decision making.
• Participated in client discussions and meetings, gaining exposure to client financial requirements, investment recommendations, and wealth management processes.
• Prepared investment reports and performed financial data analysis using Microsoft Excel, supporting research and reporting activities.
• Developed practical understanding of mutual fund categories, asset allocation, market behaviour, and investment evaluation.

Finance Intern – Investor Behaviour Optimization in Fintech
NivesAnusasan Pvt. Ltd. (AAI DEE) | 3 Months

• Applied principles of behavioural finance and investor psychology to understand and address irrational investment decision making.
• Conducted research on investor behaviour, market trends, and the role of behavioural science in improving long term investment outcomes.
• Gained exposure to fintech based investment solutions, algorithm driven investment workflows, and digital investment platforms.
• Developed knowledge of SEBI regulations and compliance considerations within the investment and fintech ecosystem.
• Explored concepts including equity investing, portfolio behaviour, compounding, investment discipline, and algorithm based decision support.
• Contributed to research and analysis focused on improving investor decision making and reducing behavioural biases in investment strategies.