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Vyom Gupta-DM 23DM288

@vyomguptadm23dm288

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Aspiring finance professional with expertise in wealth management and research.

India

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What I'm looking for

I seek a dynamic role in finance where I can grow, learn, and contribute to innovative financial solutions.

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.

Private Equity Financial Analysis Client Relationship Management Compliance Negotiation Demat Operations

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.

Data Collection Survey SPSS Data Analysis Hypothesis Testing Project Management Conflict Resolution

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.