Pulkit Gupta Email & Phone Number

Gurugram, Haryana, India

Team background - Product & Market Research team is responsible for conducting market and competitor analysis on the asset management industry which is utilized across Fidelity International. The team is spread across London, India and Hong Kong location.Responsibilities:1. Collaborating with distribution team, portfolio managers, investment directors and product development teams across Fidelity in raising and defending assets by helping to position Fidelity Funds ( equity, fixed income and multi assets) in client portfolios.2. Maintaining current suite of reports that act as a first port of call for competitor analysis and are used across the business such as quarterly competitor baseline slides, QFR and QSR pages, local competitor matrices, industry trend analysis, ESG dashboards and fund flow reports.3. Competitor displacement analysis - Conducting detailed analysis on fund specific analysis such as holdings and returns based assessment of Fidelity Funds vs. competitor funds using a range of third party tools i.e., Morningstar, Broadridge, Evestment, MSCI ESG research, Bloomberg, I money mint, Factset, Thomsom Reuters.4. Provide market insights which feeds into all parts of the product lifecycle.5. Create fund positioning stories for marketing/sales and investment directors to help raise assets.6. Provide competitor analysis for the investment team to help understand and position funds against peers.7. Industry analysis - Analyze and communicate Fidelity's market share and fund flow vs competitors.

Gurgaon, India

Team – GWIM CIO (April 2018 – July 2019)Roles and Responsibilities Responsible for due diligence of funds and strategies by monitoring and publishing manager briefs, manager flash and due diligence analyst notes. Communicating with different fund houses covered under Merrill Lynch platform seeking RFIs which includes fund’s pitch book, holding and return statements, ADV form, biographies. To actively involved in transition of various due diligence and financial projects from onshore partners to the Global Delivery team. Involved in planning, gathering, execution and implementation and successfully completion of them.  Preparing the asset quilt charts, covering macroeconomic overview and valuating performance of Merrill lynch model portfolios.Team – Institutional Investors Group (April 2016- March 2018)Roles and Responsibilities  Assisting PMs (Portfolio Managers) and analysts with respect to portfolio administration and due diligence work that span across Client Presentations, Portfolio Performance, portfolio attribution, Manager Comparisons and Manger Blend, creating wealth proposals and Investment policy statement; to pitch the prospective clients. Preparing reports related to portfolio reconciliation and estimating their cash flows. Actively involved in end-to-end reconciliation of portfolio by determining the beginning and ending market values of portfolio, income, receipts, fees, disbursements and distributions. Preparing ad hoc request on peer comparison, composite performance, benchmark analysis. Reviewing client portfolios to highlight asset class deviations from investment objectives for rebalancing purposes. Actively rebalancing the client portfolio as per the strategic and tactical targets.

To guide investors in their investment decisions relating to mutual funds or any other security being part of mutual fund portfolio.Research and analysis of different components of the various types of portfolios and mutual funds which are trading on various exchanges globallyExtracting financial information from annual 10k reports, quarterly semi annually reports and fact sheets related to mutual funds & updating the AMC’S fund data i.e. Statement of change in net assets, schedule of investments on Bloomberg terminal and validating it by applying various logic checks like HP,PTT,PHDC. Provide basic report on performance evaluation of mutual funds focusing on change in growth and net total assets of fund by estimating return of fund through various performance measures and attributes Formatting the new portfolio on from the annual reports of different companies on the request of clients and also responsible for getting this updated first time on Bloomberg  Worked on various individual projects such as documentation of detailed QC manual, omit securities list research, loan verifier securities researchknowledge of research and analysis of different portfolios, managing portfolio reporting performance evaluation of those funds, updating their financial statements on Bloomberg terminal accurately. Profile requires to calculate the positions and market values of all the securities in the portfolio, and the resulting effect in the net asset value of the fund

New Delhi Area, India

1.Auditing of the salary sheet ,reviewing them and maintaining salary account2.Judging the efficiency of the payroll software used in the organization

Mba Finance, Financial Markets, A+

Activities and Societies: synergy,international conference on e commerce,marketing meet, financial web of stock exchange

B.Com Honours, Finance And Acounting, A

Hsc, Commerce

Activities and Societies: participated in commerce week organized by titiksha public school class representative participated in science.

Education record