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Anmol Gupta

Associate

907 followers

Kolkata, West Bengal, India

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Timeline
About me
Asst.Vice President | Fincart Finvest Pvt Ltd | NISM | University of Florida | Certified Private Wealth Manager (CPWM) | Retirement & Tax Planning Specialist accredited by FPSB
Education
- St. Joseph Convent High School
  1998 - 2012
- The Institute of Company Secretaries of India
  2013 - 2015
- Ranchi University, Ranchi
  2013 - 2015
  Bachelor of Commerce - BCom Accounting and Finance 1st Division
Experience
- Wipro
  Jun 2016 - Nov 2016
  Associate
- Netscribes
  Nov 2016 - Feb 2018
  Investment Research Analyst
- SECURE FACILITY AND INFRA SECURITY LIMITED
  Apr 2018 - Aug 2019
  Account Manager
- Fincart Financial Planners
  Aug 2019 - now
  Portfolio ManagementFinancial PlanningTax PlanningRetirement Planning
  - Assistant Vice President
    Apr 2024 - now
  - Senior Wealth Consultant
    Apr 2023 - May 2024
  - Senior Wealth Manager
    Apr 2022 - Aug 2023
  - Financial Planner
    Aug 2019 - Apr 2022
Licenses & Certifications
- Retirement & Tax Planning Specialist
  FPSB India
  View certificate
- Risk & Estate Planning Specialist
  FPSB India
  May 2023
  View certificate
- Personal & Family Financial Planning
  University of Florida
  Jun 2020
  View certificate
- NISM Series V-A : Mutual Fund Foundation Certificate
  National Institute of Securities Markets (NISM)
  Feb 2020
- Investment Planning Specialist Certification
  FPSB India
  Mar 2022
  View certificate
- NISM Series X-A : Investment Advisor Level I Certificate
  National Institute of Securities Markets (NISM)
  Jan 2020
- Certified Private Wealth Manager
  CIEL - Center For Investment Education and Learning
  Sept 2022
- Investment Planning Specialist
  FPSB India
  Mar 2023
  View certificate

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