Vivek Gupta Email & Phone Number

Financial Professional with a robust background in finance and accounting, I've honed my skills through rigorous qualifications, including the CFA(Charter Pending) and CA (May 2023). Currently serving as an Investment Banking Associate, I've had the opportunity to develop automated and comprehensive financial models, create compelling investor pitch presentations, and utilize advanced tools like Copilot, VBA, and Excel macros to enhance financial modeling.My experience in wealth management involves conducting market evaluations, tailoring financial strategies to individual client needs, managing client relationships, and performing in-depth mutual fund research and analysis. In the realm of insolvency, I have drafted resolution plans for CIRP and PPIRP, as well as managed claims in compliance with regulatory requirements.In previous roles, I’ve conducted due diligence, performed property valuations using DCF methods, handled tax audits for large corporate groups, and provided advisory services on income tax matters. My technical skills include advanced Excel, financial analytics tools, and automation tools such as Copilot and Zapier, alongside proficiency in various accounting and taxation software.My interests extend to securities trading, exploring AI advancements, speed cubing, and gaming. Let's connect to explore opportunities in finance, investment banking, wealth management, and more.