Deep Enrich
RACHIT GUPTA
Associate
265 followers
New Delhi, Delhi, India
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About me
Delhi University Grad | Capital Markets Enthusiast | CFP® Candidate | Financial Analyst | Personal Finance | Aspiring Finance Associate
Education
Delhi University
2022 - 2025Bachelor of Commerce - BCom Finance and Financial Management Services
Delhi Public School - India
2021 - 202212th Business/Commerce, General 91%
International College Of Financial Planning
2024 - 2024CFP®Certified Fiancial Planner CFP Financial Planning Standard Board (India) - Level 2 clearedAs a Certified FPSB® Investment Planning Specialist, I possess expertise in a variety of investment products and strategies for personal financial management.As a Certified FPSB® Retirement and Tax Specialist, I possess expertise in crafting personalized strategies for retirement and tax planning, ensuring a tailored approach to financial planning standards.
Experience
Monoliths-The Commerce Society of Motilal Nehru College Eve,University of Delhi
Dec 2022 - nowAssociate.webp)
Enactus Motilal Nehru College (Evening)
Mar 2024 - nowMember
Bajaj Capital Ltd
Jul 2024 - Sept 2024Equity Research InternI have developed and maintained extensive financial databases to bolster investment research and analysis. Additionally, I have conducted thorough portfolio reviews to evaluate performance, risk, and diversification strategies. In collaboration with the research team, I have worked to identify and assess potential investment opportunities.
Licenses & Certifications
- View certificate
.webp)
AI for Excel Formulas
Corporate Finance Institute® (CFI)Jun 2024
.webp)
NISM Certifications
National Institute of Securities Markets (NISM)Jul 2024- View certificate
Fundamentals of Data Analysis in Excel
Corporate Finance Institute® (CFI)Jun 2024 - View certificate
Excel Fundamentals – Formulas for Finance
Corporate Finance Institute® (CFI)Jun 2024
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