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Rohit Gupta

Rohit Gupta

AS A EXECUTIVE DEALER

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  • Timeline

  • Skills

    Portfolio management
    Financial markets
    Wealth management
    Mutual funds
    Commodity
    Equities
    Trading
    Capital markets
    Investments
    Derivatives
    Equity research
    Options
    Financial planning
    Market research
    Hedge funds
    Equity derivatives
    Financial risk
    Technical analysis
    Bonds
    Estate planning
    Securities
    Equity trading
    Risk management
    Stock market
    Currency
    Trading strategies
    Commodity markets
    Stocks
    Options strategies
    Equity valuation
    Investment advisory
    Asset allocation
    Financial advisory
    Interest rate derivatives
    Financial planners
    Hedging
    Strategic financial planning
    Money market
    Personal financial planning

  • About me

    Certified Financial Planner and having a prior experience of 7 yrs in financial markets and research. Have ability to face the challenges and give proper guidance to the investors.

  • Education

    • IIFP DELHI

      2013 - 2014
      Certified financial planner Financial market

      Pursuing CFP from IIFP and became an Associate Financial Planner cleared exam of :-RAIP(Risk Analysis And Insurance Planning)RPEB(Retirement Planning &Employee Benefits)Investment PlanningTax and Estate Planning.

    • Shobhit University

      2012 - 2015
      Bachelor of Commerce (B.Com.) COMMERCE

  • Experience

    • KASSA FINVEST Pvt Ltd.

      Jan 2008 - Dec 2009
      AS A EXECUTIVE DEALER

      Worked as a dealer in f&O and mcx and giving in house research report to clients and generate business by trading calls.

    • Bonanza Portfolio Ltd

      Dec 2009 - Sept 2014
      Senoir Executive Wealth Management

      Sr.Executive Wealth Management (Equity ) and advise clients to where to invest there money in which product according to there needs.Also managing in house funds in future and options through technical chart.

    • ICICIdirect

      Nov 2014 - May 2015
      Assistant Manager-Financial Planning

      My responsibilities was to promote Financial Planning to ICICI Direct Clients only.

    • Karvy Private Wealth

      Mar 2016 - Jan 2017
      Deputy Manager

    • Almondz

      May 2017 - Oct 2020
      Manager

    • VSRK Capital Pvt. Ltd.

      Nov 2020 - now
      Associate Vice President

  • Licenses & Certifications

    • Certified Financial PlannerCM

      FPSB
      Nov 2014

    • NISM X B- Investment Advisor Level 2

      NISM
      Aug 2015

    • NISM-Equity Derivative

      NISM
      May 2015

    • NISM-Mutual Fund

      NISM
      Feb 2014