Vyom Gupta-DM 23DM288
@vyomguptadm23dm288
Aspiring finance professional with expertise in wealth management and research.
What I'm looking for
I am a dedicated finance professional with a strong foundation in wealth management and research. My recent internship at Anand Rathi Wealth Ltd. allowed me to gain hands-on experience in mutual funds and private equity, where I successfully assisted in onboarding high-net-worth clients and collaborated with leading fund managers. My analytical skills were further honed through my role as a Junior Research Executive at Impact PSD Pvt Ltd, where I developed research frameworks and analyzed data across various social sector projects.
Throughout my academic journey at Birla Institute of Management Technology, I have cultivated a deep understanding of corporate finance, investment management, and strategic management. My certifications in equity derivatives and mutual funds, along with practical simulations from JP Morgan Chase and Goldman Sachs, have equipped me with the necessary skills to excel in the finance industry. I am passionate about leveraging my knowledge to contribute to impactful financial solutions.
Experience
Work history, roles, and key accomplishments
Wealth Management Intern
Anand Rathi Wealth Ltd.
May 2024 - Jun 2024 (1 month)
Gained technical and operational knowledge in Mutual Funds investing, analyzing folio/demat details for high-net-worth clients. Assisted in preparing client pitches, coordinated with leading AMCs, and negotiated real estate sales. Collaborated with various internal departments to provide customized client service and fostered long-term client relationships.
Junior Research Executive
Impact PSD Pvt Ltd.
Apr 2022 - Jun 2023 (1 year 2 months)
Developed and implemented research frameworks, supervising data collection through surveys, questionnaires, and FGDs across 15+ states in India. Resolved queries and conflicts in field-based projects and analyzed data using SPSS for interpretation and reporting. Provided backend support to over 30 national and international clients on training and implementation matters.
Education
Degrees, certifications, and relevant coursework
Birla Institute of Management Technology
PGDM (Finance), Finance
Grade: CGPA : 6.72
Pursued PGDM (Finance), gaining expertise in Corporate Finance, Investment Management, and Valuation. Covered Mergers and Acquisition, Financial Planning, Financial & Cost Accounting, Strategic Management, Sustainability and Climate Action, and Legal Aspects.
Sri Aurobindo College (Delhi University)
Bachelor of Arts, Economics and Law
Grade: CGPA : 6.636
Pursued Bachelor of Arts (BA), focusing on Economics and legal studies. Covered Contract Act, Company Law, Partnership Act, Cyber-Security Law, Employee Compensation Act, Research Methodology, and environmental sustainability.
Gyan Bharati School
Intermediate, Science
Grade: PERCENTAGE : 77.4
Completed Intermediate studies with a focus on Science. Key subjects included Physics, Chemistry, Mathematics, English, and Economics.
Gyan Bharati School
Highschool, Science and Humanities
Grade: CGPA : 9
Completed Highschool studies, covering a broad curriculum. Key subjects included Physics, Chemistry, Biology, Mathematics, English, History, Geography, Political Science, and Hindi.
Availability
Location
Authorized to work in
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