Pranjal Gupta Email & Phone Number

Gurugram, Hr, In

Gurugram, Haryana, India

Gurugram, Haryana, India

- Managed ₹115 Cr AUM across 30 HNI clients, fostering strong relationships with key stakeholders and achieving 95% client retention rate- Collaborated with senior leaders to develop tailored financial plans for clients with portfolios exceeding ₹5 Cr, resulting in 25% increase in client assets- Successfully deployed ₹1.15 Cr into Mutual Funds and Structured Products, achieving 18% portfolio growth within 6 months- Monitored and optimized portfolio performance, asset allocation, and IRR to ensure alignment with client goals, resulting in 12% increase in average client returns- Conducted risk assessments using Beta calculations, informing strategic investment decisions and reducing portfolio risk by 8%- Created and presented comprehensive financial data analyses, showcasing expertise in data-driven insights and identifying 15% potential cost savings for clients- Identified and addressed portfolio variances, implementing corrective actions to ensure alignment with Model portfolio strategy and achieving 92% portfolio alignment rate- Demonstrated expertise in risk management, designing strategies to enhance returns while mitigating risk, and resulting in 10% increase in client satisfaction- Coordinated and presented audit findings to clients, ensuring transparency and trust, and achieving 100% client audit satisfaction rate

Created, managed and maintained avirtual portfolio linked to real-time BSEprices.• Researched industry trends andanalysed the company's financialstatements to make decisions.• Performed deep, bottom-up technicaland fundamental research on over 20stocks.• Generated a return of 8% in the first week with moderate portfolio risklevels.

Pgdm, Finance And Marketing

Bachelor Of Commerce - B.Com

12Th, Commerce