Gaurav GairolaGG
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Gaurav Gairola

@gauravgairola

Detail-oriented research analyst with expertise in financial analysis.

India
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What I'm looking for

I am looking for a role that offers growth opportunities and values data-driven decision-making.

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

WL

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.

Education

Degrees, certifications, and relevant coursework

Uttaranchal University logoUU

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 logoSU

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

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Gaurav Gairola - Management Trainee – Financial Advisory & Equity Research - Wise Finserve Pvt. Ltd. | Himalayas