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Rishabh Gupta

Rishabh Gupta

Executive

Followers of Rishabh Gupta659 followers
location of Rishabh GuptaNoida, Uttar Pradesh, India

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  • Timeline

  • About me

    Investment Manager at Redefine Wealth Investment Advisors LLP; MBA, CFGP

  • Education

    • PGP Academy

      2020 - 2020
      PGPC Financial Planning and Services

    • Sam Higginbottom Institute of Agriculture, Technology & Sciences, Allahabad

      2015 - 2017
      Master of Business Administration - MBA Accounting and Finance

    • LOTUS INSTITUTE OF MANAGEMENT , BAREILLY

      2012 - 2015
      Bachelor of Business Administration - BBA Business Administration and Management, General

  • Experience

    • State Bank of India

      Nov 2015 - May 2017
      Executive

    • Redefine Wealth Financial Services LLP

      Jun 2017 - now

      Manage and build investment portfolios for Corporates, HNIs and Retail clients. Responsible for helping customer in their immediate and long-term financial goals.Analyzing financial situations with respect to their Risk Appetite and recommending further Investments in Mutual Funds.Building and maintaining portfolio of clients, identifying potential investments.Making investment strategies, selecting best investments and evaluating their investment performances.

      • Manager

        Apr 2022 - now

      • Investment Manager

        Apr 2021 - Apr 2022

      • Senior Relationship Manager

        Apr 2020 - Apr 2021

      • Relationship Manager

        Jun 2017 - Apr 2020

  • Licenses & Certifications

    • NISM Series V A:Mutual Fund Distributors Certification Examination

      National Institute of Securities Markets (NISM)
      May 2015