ROHIL GUPTA
Pune
Summary
Conscientious candidate with expertise in creating comprehensive analytical skills and financial plans tailored to meet individual needs. Developed comprehensive data-driven financial reports that helped companied for investing in different organization. Researched, collected, and analyzed data to evaluate the potential impact of key business decisions. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
WEALTH MANAGER
Nuvama Wealth Management
04.2022 - Current
- Implemented tax-efficient investment strategies to maximize after-tax returns for clients.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and Employee Stock Ownership Plan strategising.
- Assisted clients with multi-generational wealth transfer by creating customized estate plans that minimized tax liability while maintaining financial harmony.
FINANCIAL ANALYST
ADITYA BIRLA CAPITAL
05.2021 - 07.2021
- Identified new investment opportunities through thorough due diligence and evaluation of growth potential.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Data organization of the competitive companies supporting the core committee to formulate business planning.
- Equity research analysis - Evaluated macroeconomic trends to assess potential impact on specific industries or companies under coverage.
- Fundamental analysis & Generated a comprehensive file of NIFTY 50 companies by evaluating Beta factors over last 5 years.
- Evaluated macroeconomic trends to assess potential impact on specific industries or companies under coverage.
Education
PGDM(FINANCE) -
Institute for Future Education, Entrepreneurship and Leadership (iFEEL), Karla (Lonavala)
06.2020 - 05.2022
B.COM - undefined
Prestige Institute of Management, Gwalior
06.2016 - 05.2019
Skills
Equity - fundamental Analysis
undefinedAccomplishments
- Certificate of Networking - Coursera
- Team Lead- Public Relation Events
- As an Organizer of Public Relation Event at Ganesh Utsav and facilitated the team.
Projects
Siddhant society for animal care (N.G.O), 02/2017, 12/2018, Decision making as to devise an impromptu strategy to resolve the assigned practical tasks. Portfolio Management (Live project), 2011, 2021, Constructed Investment portfolio of Rs.10, 00,000 by using more than 4 derivative market such as equity, crypto currency, options trading and For-ex instruments for a period of 2011 to 2021 generating returns over more than 100000%
Timeline
WEALTH MANAGER
Nuvama Wealth Management
04.2022 - Current
FINANCIAL ANALYST
ADITYA BIRLA CAPITAL
05.2021 - 07.2021
PGDM(FINANCE) -
Institute for Future Education, Entrepreneurship and Leadership (iFEEL), Karla (Lonavala)
06.2020 - 05.2022
B.COM - undefined
Prestige Institute of Management, Gwalior
06.2016 - 05.2019
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