Managing Director
Current
Jan 2023 - Present
AeroLeads people directory · profile
Bhavya Gupta Email & Phone Number
Managing Director
at
Umergence
1 work email found
@hsbcprivatebank.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Bhavya Gupta? Overview
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Quick answer
Bhavya Gupta is listed as Managing Director at Umergence, based in New York, New York, United States. AeroLeads shows a work email signal at hsbcprivatebank.com and a matched LinkedIn profile for Bhavya Gupta.
Bhavya Gupta previously worked as Committee Member- Private Equity & Venture Capital at Nysscpa - The New York State Society Of Cpas and Managing Partner at Ace Consultants. Bhavya Gupta holds Private Equity: Investing And Creating Value from The Wharton School.
Company email context
Email format at Umergence
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{first}.{last}@hsbcprivatebank.com
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AeroLeads found 1 current-domain work email signal for Bhavya Gupta. Compare company email patterns before reaching out.
Profile bio
About Bhavya Gupta
Bhavya is a Private Banker with over two decades of experience handling Investment relationships for High Net worth clients, family offices and Institutions. Her area of specialization is Emerging markets- mainly India focusing on Wealth Management, Asset Management, Financial Investments, Private Equity, Insurance, Real estate private equity. She is Series 7 and 63 certified, with a post graduate diploma(MBA) from a leading Indian management institute and Private equity education from Wharton School, University of Pennsylvania.Enthusiastic on the opportunities in Emerging Markets particularly the India growth story. Innovative and strategic long term thinker who displays strong entrepreneurial behaviors.
Listed skills include Wealth Management, Portfolio Management, Relationship Management, Banking, and 25 others.
Current workplace
Bhavya Gupta's current company
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10 roles · 24 years
Bhavya Gupta work experience
A career timeline built from the work history available for this profile.
Committee Member- Private Equity & Venture Capital
Managing Partner
Ace Consultants
Vice President
Demonstrates strong client relationships in the Institutions, Family office & key client segments. Solid sales & account managements skills, with deep knowledge of Emerging Markets mainly India. Presenting the service offering to identified prospects & clients at the highest level, tailoring the messaging to client need and opportunityIdentifies and builds.
Jun 2017 - Apr 2019
Director
Provided constant Financial and strategic solutions across Corporates, Foundations and Family Office. Operated at a company management level, working across businesses and geographies in order to maintain a global perspective on offerings and consulting efforts focus been cross- border keeping local & international compliance norms at forefront. Extreme.
Jan 2015 - Jun 2017
Private Banker
Built & managed key deposit and lending relationship in the Private Bank along with Commercial real estate, land and residential deals. Sourcing and establishing New Private Bank Relationships. Customized end to end financial products & services as per requirement. Ability to coach and mentor others on building strong customer relationships
Jun 2013 - Nov 2014
Vice President
-Acquired and managed HNI Clients-Solicitied, developed and managed end-to-end relationships with a portfolio of high income/ high net worth private banking clients through investments, banking, trust services and financial planning.
Jun 2006 - May 2012
Relationship Manager
- Established ASM Insurance Channel in Karnataka, India- Managed HNI Investment and advisory relationships
2005 - 2006
~1 yr
Sales Manager
- Launched and established the retail sourcing for Women's banking in Delhi region- Sourced 9000+ savings accounts- Ensured consistent growth and maximized revenue stream through cross sell across business units
2004 - 2005
~1 yr
Sales Manager
- Life advisor's overachieved sales target for premium collected every month;- Established ‘Trade Marketing’ function for northern region in India
2002 - 2004
~2 yrs
4 education records
Bhavya Gupta education
Private Equity: Investing And Creating Value
The Wharton School
Mba, Marketing/Finance
Institute Of Management Technology, Ghaziabad
Bachelor Of Commerce(H)
Shri Ram College Of Commerce (Srcc)
Education record
Delhi Public School- Mathura Road
FAQ
Frequently asked questions about Bhavya Gupta
Quick answers generated from the profile data available on this page.
What company does Bhavya Gupta work for?
Bhavya Gupta works for Umergence.
What is Bhavya Gupta's role at Umergence?
Bhavya Gupta is listed as Managing Director at Umergence.
What is Bhavya Gupta's email address?
AeroLeads has found 1 work email signal at @hsbcprivatebank.com for Bhavya Gupta at Umergence.
Where is Bhavya Gupta based?
Bhavya Gupta is based in New York, New York, United States while working with Umergence.
What companies has Bhavya Gupta worked for?
Bhavya Gupta has worked for Umergence, Nysscpa - The New York State Society Of Cpas, Ace Consultants, Iifl (India Infoline Group), and Conjugate Capital Advisors Pvt Ltd.
How can I contact Bhavya Gupta?
You can use AeroLeads to view verified contact signals for Bhavya Gupta at Umergence, including work email, phone, and LinkedIn data when available.
What schools did Bhavya Gupta attend?
Bhavya Gupta holds Private Equity: Investing And Creating Value from The Wharton School.
What skills is Bhavya Gupta known for?
Bhavya Gupta is listed with skills including Wealth Management, Portfolio Management, Relationship Management, Banking, Private Banking, Team Management, Mutual Funds, and Business Development.
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