Parth Gupta
Summary
Dynamic and results-driven professional with experience at Motilal Oswal Wealth Management, excelling in research and strategic decision-making. Proven ability to analyze investment models and develop selection criteria, while effectively managing projects and engaging communities through outreach initiatives. Skilled in data analysis and communication, fostering impactful relationships and driving awareness.
Overview
2026
2026
years of professional experience
Work History
Summer Intern – Wealth Management
Motilal Oswal Wealth Management Pvt. Ltd.
New Delhi
07.2024 - Current
- Conducted in-depth analysis of the Berkshire Hathaway model and Warren Buffett’s investment philosophy.
- Researched Indian conglomerates to identify local analogs for diversified investment strategies.
- Compared sectoral and thematic mutual funds; developed selection criteria based on risk-return analysis.
- Simulated portfolio management using long-term value investing frameworks.
- Studied financial goal setting, tax and estate planning, and regulatory insights in Indian wealth management.
Marketing & Outreach Intern
Vrikshit Foundation
- Led awareness campaigns and created promotional presentations to recruit volunteers and spread foundation objectives.
- Participated in multiple community clean-up drives, promoting sustainability and civic responsibility.
- Engaged directly with local communities to foster engagement with social initiatives.
Education
Bachelor of Business Administration - Marketing, Finance
Symbiosis Centre For Management Studies
NoidaSENIOR SECONDARY - Commerce
Bal Bharati Public School
New DelhiSecondary -
Bal Bharati Public School
New DelhiSkills
- Time management
- Multitasking
- Strategic decision-making
- Effective communication
- Project and event management
- Adaptability in dynamic environments
- Research and data analysis
Leadership Projects/ Certifications
- Community Donation Drive Organizer, Personal Initiative, 06/01/23, Partnered with Dr. Oetker India Pvt. Ltd. To secure surplus bakery products for underprivileged children, independently organized the collection and distribution drive, and promoted a giving culture in local circles
- First Runners-Up – Economic Crisis Presentation Competition, Symbiosis Centre for Management Studies, 2024, Presented an analysis of Myanmar’s economic collapse due to the military coup., Demonstrated research, presentation, and teamwork skills under competitive academic pressure.
- Participant in the Branding, Advertising, and PR Workshop and Case Competition, Marketing Club, SCMS Noida, 2024, learned from industry experts about brand communication, digital marketing, and PR strategy, and applied marketing theory to real-world case scenarios during competition rounds
Timeline
Summer Intern – Wealth Management
Motilal Oswal Wealth Management Pvt. Ltd.
07.2024 - Current
Marketing & Outreach Intern
Vrikshit Foundation
Bachelor of Business Administration - Marketing, Finance
Symbiosis Centre For Management Studies
SENIOR SECONDARY - Commerce
Bal Bharati Public School
Secondary -
Bal Bharati Public School
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