Priyanshu Gupta

Priyanshu Gupta Email and Phone Number

Portfolio Manager at Axis Securities | Wealth Management Intern at Aditya Birla Finance | PGDM, JIML'24 | B.com, LU'22 | Passionate Trader and Investor
Priyanshu Gupta's Location
Lucknow, Uttar Pradesh, India, India
About Priyanshu Gupta

Highly motivated and detail-oriented PGDM candidate in Finance & Retail Management at Jaipuria Institute of Management, Lucknow, with a proven track record of excelling in finance-related roles. Equipped with hands-on experience in auditing, financial analysis, and portfolio management, I am passionate about contributing to the success of a dynamic finance team.During internships at a CA firm and Aditya Birla Finance, I honed my skills in accounting, auditing procedures, and wealth management, while also gaining insights into regulatory compliance and taxation. My academic projects, such as the Financial Analysis of TCS and HCL, demonstrate my proficiency in vertical and horizontal analysis, ratio analysis, and dividend decision-making.In addition to my finance expertise, I possess strong soft skills including diligence, analytical thinking, and effective communication. As a diligent and tech-savvy individual, I am adept at utilizing various accounting and financial software tools to streamline processes and enhance efficiency.Outside the realm of finance, my passion for photography and travel instils a creative perspective and adaptability to diverse environments, qualities that translate seamlessly into problem-solving and team collaboration in professional settings.Having actively participated in extracurricular activities such as volunteering in community drives and securing accolades in sports competitions, I bring a well-rounded approach to teamwork and leadership. I am eager to leverage my skills and experiences to contribute to the growth and success of your finance team, driving innovation and excellence in financial management and analysis.

Priyanshu Gupta's Current Company Details

Portfolio Manager at Axis Securities | Wealth Management Intern at Aditya Birla Finance | PGDM, JIML'24 | B.com, LU'22 | Passionate Trader and Investor
Priyanshu Gupta Work Experience Details
  • Aditya Birla Finance Limited
    Wealth Management Intern
    Aditya Birla Finance Limited May 2023 - Jul 2023
    Lucknow, Uttar Pradesh, India
    Wealth Management is a strategic blend of financial acumen and relationship-building, aimed at helping clients preserve and grow their wealth. This role goes beyond investment advice; it encompasses tax planning, estate planning, and risk management, tailored to the individual’s life goals. As a Wealth Management Intern at Aditya Birla Finance, I gained insights into client profiling, financial analysis, and asset allocation, understanding how to align strategies with clients' unique financial landscapes. Each decision in wealth management is rooted in a deep understanding of market trends, economic shifts, and the personal aspirations of clients.#WealthManagement #FinancialPlanning #ClientSuccess #Investment

Priyanshu Gupta Education Details

Frequently Asked Questions about Priyanshu Gupta

What is Priyanshu Gupta's role at the current company?

Priyanshu Gupta's current role is Portfolio Manager at Axis Securities | Wealth Management Intern at Aditya Birla Finance | PGDM, JIML'24 | B.com, LU'22 | Passionate Trader and Investor.

What schools did Priyanshu Gupta attend?

Priyanshu Gupta attended Jaipuria Institute Of Management, University Of Lucknow, Sarla International Academy.

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