Gaurav Gairola
@gauravgairola
Detail-oriented research analyst with expertise in financial analysis.
What I'm looking for
I am a detail-oriented and data-driven Research Analyst with hands-on experience in equity research, financial planning, and market analysis. My expertise lies in evaluating macroeconomic indicators, analyzing mutual funds, and building sectoral strategies that drive strategic investment decisions. I am passionate about delivering clarity through data in fast-paced, high-stakes environments.
During my tenure as a Management Trainee at Wise Finserve Pvt. Ltd., I led quarterly portfolio health reviews for over 100 high-net-worth clients, significantly improving client satisfaction by 55%. I translated complex financial metrics into client-friendly reports and delivered internal training on mutual fund research and valuation techniques. My internship at ITR Assistance & Compliance Support further honed my skills in tax planning and financial advisory services.
My projects, including Client Portfolio Optimization and Retail Market Trend Analysis, have equipped me with the ability to analyze consumer behaviors and restructure fund allocations for optimal diversification. I am committed to leveraging my analytical skills and financial knowledge to contribute effectively to any organization.
Experience
Work history, roles, and key accomplishments
Management Trainee – Financial Advisory & Equity Research
Wise Finserve Pvt. Ltd.
Jan 2024 - Oct 2024 (9 months)
Led quarterly portfolio health reviews for over 100 HNI clients with a combined AUM of ₹85Cr+, recommending timely exits from underperforming schemes. Translated complex financial metrics into client-friendly reports, increasing transparency and driving a 55% improvement in client satisfaction.
Financial Research Internship – ITR Assistance & Compliance Support
Rai Tax Consultants
Jun 2023 - Aug 2023 (2 months)
Assisted clients in filing Income Tax Returns (ITR) and resolving basic tax-related queries. Gathered client documents, validated details, and ensured accurate filing within deadlines.
Education
Degrees, certifications, and relevant coursework
Uttaranchal University
Master of Business Administration, Finance
2022 - 2024
Completed an MBA with a specialization in Finance. Gained expertise in financial planning, market analysis, and investment strategies.
Sri Dev Suman Uttarakhand University
Bachelor of Commerce, Commerce
2019 - 2022
Obtained a Bachelor of Commerce degree. Developed foundational knowledge in commerce and related disciplines.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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