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Gaurav Arora

Gaurav arora

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location of Gaurav AroraGurugram, Haryana, India
Phone number of Gaurav Arora+91 xxxx xxxxx
Followers of Gaurav Arora1000 followers

  • Timeline

    Current Company
    Sept 2015 - now

    Vice President

    Client Associates

  • About me

    Vice President | Private Banker | Portfolio Management

  • Education

    • Dit university

      2009 - 2013
      Bachelor of technology (b.tech.) industrial & production engineering

      Activities and Societies: • Member of SAE ‘Society of Automotive Engineers’, DIT CHAPTER. • Certified by SGT- International & ISTP CANADA for Workshop on ‘’Automobile & Engine Design’’. • Won ROVER ( Robo Hurdle Race ) under SAE, DIT.

    • International college of financial planning

      2014 - 2016
      Master of business administration (mba) financial planning and services

      Research Council Head.• Analyzing & Posting of Daily Market News• Analyzing Fortnightly Reports of Financial Market• Guiding other floating members

  • Experience

    • Client associates

      Sept 2015 - now

      • Analyzing client’s risk profile and providing suitable fitment of financial products in partnership with the advisor.• Creation of financial plans and investment proposals• Researching on financial products and schemes.• Month end and adhoc portfolio updates.• Tax and regulatory reporting.• Transaction execution and fund house coordination.• Record and MIS maintenance.• All administrative tasks related to the client’s overall wealth.• Helping the associates of clients like chartered accountants, auditors, finance team, lawyers, etc. for their requirements related to the client’s overall wealth. Show less

      • Vice President

        Apr 2024 - now

      • Associate Vice President

        Apr 2022 - now

      • Associate - Wealth

        Apr 2017 - Apr 2022

      • Analyst

        Sept 2015 - Apr 2017

  • Licenses & Certifications

    • Inclusive leadership

      Linkedin
      Apr 2023
      View certificate certificate

    • Economic indicators

      Linkedin
      Apr 2020
      View certificate certificate

    • Forecasting using financial statements

      Linkedin
      Apr 2020
      View certificate certificate

    • Nism-series-x-a: investment adviser (level 1)

      National institute of securities markets (nism)
      Mar 2018

    • Nism-series-x-b: investment adviser (level 2)

      National institute of securities markets (nism)
      Feb 2018

    • Nism series-v-a: mutual fund distributors certification

      National institute of securities markets (nism)
      Mar 2015

    • Nism-series-xxi-a: portfolio management services (pms) distributors

      National institute of securities markets (nism)
      Feb 2024

  • Volunteer Experience

    • Active Member

      Issued by MAD ( Making a Difference )
      MAD ( Making a Difference )Associated with Gaurav Arora