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Shubham Gupta

Shubham Gupta

Associate Manager

Followers of Shubham Gupta13000 followers
location of Shubham GuptaDelhi, India

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  • Timeline

  • About me

    Empowering Investors Through Smart Mutual Fund Choices | 50K Community | CFA Program Level I Cleared

  • Education

    • Bhaskaracharya College of Applied Sciences (BCAS), Delhi

      -
      Bachelor of Applied Science - BASc Instrumentation Technology/Technician Second Division

  • Experience

    • Institute of Directors (IOD), India

      Jul 2019 - Apr 2021
      Associate Manager

      Results-driven Marketing Research Analyst with a keen eye for detail and a passion for uncovering actionable insights. Proven ability to gather, analyze, and interpret complex data sets to inform strategic marketing decisions. Skilled in designing surveys, conducting interviews, and utilizing statistical tools to extract meaningful information. Excellent communication skills, both written and verbal, enabling the delivery of clear and concise reports and presentations.

    • CFA Institute

      Jan 2022 - now
      CFA Program Level I Cleared

    • ICICI Prudential AMC Ltd

      Feb 2022 - Jun 2024
      Product Specialist

      Empowering investors with the right mutual fund solutions to reach their financial goals. I provide in-depth analysis and insights on ICICI Prudential AMC's product offerings, focusing on Mutual Funds, Alternate Investment and Passive Funds. Connect with me to discuss your investment strategies!

  • Licenses & Certifications

    • NISM Certifications: V A: Mutual Fund Distribution

      National Institute of Securities Markets (NISM)
      Feb 2021
      View certificate certificate

    • NISM-Series-XV: Research Analyst Certification Examination

      National Institute of Securities Markets (NISM)
      Jul 2021
      View certificate certificate

    • NISM Series VIII: Equity Derivatives Certification

      National Institute of Securities Markets (NISM)
      May 2021
      View certificate certificate

    • Advance Certificate in Trading

      IPlan Education
      Feb 2021
      View certificate certificate

    • Basics of Python for Data Science

      IBM
      Feb 2023
      View certificate certificate

    • NISM Series XXI-A: Portfolio Management Services

      National Institute of Securities Markets (NISM)
      Jun 2023
      View certificate certificate

    • Financial Modelling and Valuations Program

      The WallStreet School
      Nov 2021
      View certificate certificate

  • Volunteer Experience

    • Squadron Lead

      Issued by NATIONAL CADET CORPS - India on Apr 2011
      NATIONAL CADET CORPS - IndiaAssociated with Shubham Gupta