Rahul Gupta
Financial and Taxation Planner
New Delhi
Summary
Result-oriented Finance and Wealth Management Professional with over 7 years of experience in taxation, investment planning, and insurance advisory. Proven expertise in wealth portfolio design, client acquisition, and distribution management for HNIs and institutional clients.
Worked closely with top insurers like Max Life, TATA AIA, TATA AIG, Star Health, and Bajaj Life, driving revenue growth through tailored financial solutions. Skilled in advisor recruitment, product training, and client relationship management, ensuring both compliance and profitability.
Overview
8
8
years of professional experience
Work History
Freelance Finance & Wealth Planner
Self Employed
01.2018 - Current
- Designed and managed wealth and investment portfolios for over 150+ individual and corporate clients, optimizing returns and tax efficiency.
- Recruited and mentored financial advisors and distributors, strengthening sales channels and driving insurance and investment product adoption.
- Built partnerships with major insurance providers — Max Life, TATA AIA, TATA AIG, Star Health, Bajaj Allianz — to provide clients with customized insurance and wealth management solutions.
- Collaborated with professionals from Big 4 firms to manage tax, investment, and insurance planning for high-net-worth clients.
- Conducted market analysis and competitor benchmarking to ensure optimal product positioning and client engagement.
- Ensured adherence to IRDAI and SEBI compliance standards in product distribution and client advisory processes.
Education
Bachelors In Commerce - Accounting And Finance
Delhi University
New Delhi 04.2001 -
Skills
- Wealth Management & Portfolio Advisory
- Client Relationship & HNI Engagement
- Financial & Investment Planning
- Life & Health Insurance Solutions
- Team Leadership & Advisor Training
- Business Development & Distribution Expansion
Accomplishments
- Expanded advisor and distributor network by 40% through strategic collaboration and training initiatives.
- Achieved 95% client retention rate and built long-term relationships with HNIs and business owners.
Timeline
Freelance Finance & Wealth Planner
Self Employed
01.2018 - Current
Bachelors In Commerce - Accounting And Finance
Delhi University
04.2001 -
Similar Profiles
MARGOT CLAIRMARGOT CLAIR
Medical Translator | English to French at Self EmployedMedical Translator | English to French at Self Employed
GRAEME GALLAGHERGRAEME GALLAGHER
Panelbeater and Spraypainter, Cowley's Hire at Self EmployedPanelbeater and Spraypainter, Cowley's Hire at Self Employed
Felicia GudinoFelicia Gudino
CNA, HHA, MA Hospice Nursing Assistant and Caregiver at Self employedCNA, HHA, MA Hospice Nursing Assistant and Caregiver at Self employed
Dylan AndersonDylan Anderson
Professional Gaming Coach at self employedProfessional Gaming Coach at self employed
Navdha SharmaNavdha Sharma
Sr. Manager- Social Media & Communication at CIN UniverseSr. Manager- Social Media & Communication at CIN Universe