Gaurav Gupta Email & Phone Number | An Investment Specialist working on the ideal asset allocation for Affluent clients through proper risk assessment and controls, undertaking periodic portfolio reviews, advocating and incorporating necessary changes in line with the change in risk profile of the clients and the movement in asset classes.  A result oriented professional with rich experience across diverse facets such as Investment counselling/ analysis, sales, business development and client relationship management.  Significant expertise in providing investment solutions and delivering superior service to the customers about the investment options thereby enhancing returns on investments.  Effectively formulated and implemented wealth management strategies thereby exceeding investment plans in terms of attaining fee income goals.  Deftness in giving direction to the overall investment sales management – traction of sales volume, revenue, market penetration, deepening of client portfolios so as to increase their share-of-the-wallet.  Demonstrated abilities in team management by scaling up their investment capabilities, driving investment product strategy, portfolio actions and sales. Specialties: Fixed Income, Investment Advisory, Asset Allocation and Portfolio Management.

Gaurav Gupta

An Investment Specialist working on the ideal asset allocation for Affluent clients through proper r...
Lucknow, Uttar Pradesh, India

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Gaurav Gupta’s Location Lucknow, Uttar Pradesh, India

Gaurav Gupta’s Current Industry Axis Bank

Gaurav Gupta’s Prior Industry Indusind Bank | Ing Vysya Bank Is Now Kotak Mahindra Bank | The Royal Bank | Abn Amro Bank

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Wealth Specialist

2016-05-01 00:00:00 - Present

Investment Counselor

2015-03-01 00:00:00 - 2016-04-01 00:00:00

Portfolio Advisor

2013-07-01 00:00:00 - 2015-02-01 00:00:00

Investment Counsellor

2010-01-01 00:00:00 - 2013-06-01 00:00:00

Senior Investment Advisor

2008-01-01 00:00:00 - 2009-12-01 00:00:00

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Gaurav Gupta is a An Investment Specialist working on the ideal asset allocation for Affluent clients through proper risk assessment and controls, undertaking periodic portfolio reviews, advocating and incorporating necessary changes in line with the change in risk profile of the clients and the movement in asset classes.  A result oriented professional with rich experience across diverse facets such as Investment counselling/ analysis, sales, business development and client relationship management.  Significant expertise in providing investment solutions and delivering superior service to the customers about the investment options thereby enhancing returns on investments.  Effectively formulated and implemented wealth management strategies thereby exceeding investment plans in terms of attaining fee income goals.  Deftness in giving direction to the overall investment sales management – traction of sales volume, revenue, market penetration, deepening of client portfolios so as to increase their share-of-the-wallet.  Demonstrated abilities in team management by scaling up their investment capabilities, driving investment product strategy, portfolio actions and sales. Specialties: Fixed Income, Investment Advisory, Asset Allocation and Portfolio Management.

Gaurav Gupta has prior
experience in the following industries:
Indusind Bank | Ing Vysya Bank Is Now Kotak Mahindra Bank | The Royal Bank | Abn Amro Bank

Gaurav Gupta has the following professional experience:
Axis Bank | Indusind Bank | Ing Vysya Bank Is Now Kotak Mahindra Bank | The Royal Bank | Abn Amro Bank