Management Trainee - Research
Current
Dec 2023 - Present
AeroLeads people directory · profile
Ritvik Gupta Email & Phone Number
Investment Research | Portfolio/Wealth Management | MBA Finance
at
BOX Personal Financial Advisors
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Research | Portfolio/Wealth Management | MBA Finance
Location
Noida, Uttar Pradesh, India
Company size
Who is Ritvik Gupta? Overview
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Quick answer
Ritvik Gupta is listed as Investment Research | Portfolio/Wealth Management | MBA Finance at BOX Personal Financial Advisors, a with 3 employees, based in Noida, Uttar Pradesh, India. AeroLeads shows a matched LinkedIn profile for Ritvik Gupta.
Ritvik Gupta previously worked as Management Trainee - Research at Box Personal Financial Advisors and Research Trainee at Praedico Global Research Pvt. Ltd.. Ritvik Gupta holds Pgdm, Finance, General, 6.8/10 from Delhi School Of Business.
Company email context
Email format at BOX Personal Financial Advisors
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BOX Personal Financial Advisors
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Profile bio
About Ritvik Gupta
Experienced Investment Analyst. Idea generator, Creative thinker with strong research capabilities. Focus on Wealth, Portfolio Management and Financial modelling. In-depth knowledge of Asset Management. Everyday user of MS Excel.
Current workplace
Ritvik Gupta's current company
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Box Personal Financial Advisors
2 roles
Ritvik Gupta work experience
A career timeline built from the work history available for this profile.
Research Trainee
•Conducted qualitative industry Secondary and Equity research analysis for NIFTY50-listed Indian firms, providing crucial insights for investment decisions, and assisted in financial research by compiling andexplaining data to support investment advice.• Engaged in client interaction and managed client relations, ensuring satisfaction through effectivecommunication and timely resolution of inquiries.• Achieved consistently high performance by proactively completing daily tasks ahead of schedule, resulting in an outstanding "O Grade" rating
Apr 2022 - Jul 2022
Team & coworkers
Colleagues at BOX Personal Financial Advisors
Other employees you can reach at boxpfa.com. View company contacts for 3 employees →
SA
Salman Ali Khan
Colleague at Box Personal Financial AdvisorsDubai, United Arab Emirates
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AM
Arun Mandal, Cfa, Cfp, Mfc
Colleague at Box Personal Financial AdvisorsDelhi, India
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PK
Pradeep Kumar
Colleague at Box Personal Financial AdvisorsDelhi, India
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NJ
Nikhil Jain
Colleague at Box Personal Financial AdvisorsDelhi, India
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AS
Ankit Sharma
Colleague at Box Personal Financial AdvisorsNoida, Uttar Pradesh, India
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AS
Ankit Sharma
Colleague at Box Personal Financial AdvisorsNew Delhi, Delhi, India
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MK
Megha Kotwal
Colleague at Box Personal Financial AdvisorsGreater Delhi Area, India
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Salman Ali Khan
Colleague at Box Personal Financial AdvisorsDubai, United Arab Emirates
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AM
Arun Mandal, Cfa, Cfp, Mfc
Colleague at Box Personal Financial AdvisorsDelhi, India
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PK
Pradeep Kumar
Colleague at Box Personal Financial AdvisorsDelhi, India
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NJ
Nikhil Jain
Colleague at Box Personal Financial AdvisorsDelhi, India
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AS
Ankit Sharma
Colleague at Box Personal Financial AdvisorsNoida, Uttar Pradesh, India
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AS
Ankit Sharma
Colleague at Box Personal Financial AdvisorsNew Delhi, Delhi, India
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MK
Megha Kotwal
Colleague at Box Personal Financial AdvisorsGreater Delhi Area, India
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2 education records
Ritvik Gupta education
Pgdm, Finance, General, 6.8/10
Bachelor Of Commerce - Bcom, Business/Office Automation/Technology/Data Entry, First Division
FAQ
Frequently asked questions about Ritvik Gupta
Quick answers generated from the profile data available on this page.
What company does Ritvik Gupta work for?
Ritvik Gupta works for BOX Personal Financial Advisors.
What is Ritvik Gupta's role at BOX Personal Financial Advisors?
Ritvik Gupta is listed as Investment Research | Portfolio/Wealth Management | MBA Finance at BOX Personal Financial Advisors.
Where is Ritvik Gupta based?
Ritvik Gupta is based in Noida, Uttar Pradesh, India while working with BOX Personal Financial Advisors.
What companies has Ritvik Gupta worked for?
Ritvik Gupta has worked for Box Personal Financial Advisors and Praedico Global Research Pvt. Ltd..
Who are Ritvik Gupta's colleagues at BOX Personal Financial Advisors?
Ritvik Gupta's colleagues at BOX Personal Financial Advisors include Salman Ali Khan, Arun Mandal, Cfa, Cfp, Mfc, Pradeep Kumar, Nikhil Jain, and Ankit Sharma.
How can I contact Ritvik Gupta?
You can use AeroLeads to view verified contact signals for Ritvik Gupta at BOX Personal Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Ritvik Gupta attend?
Ritvik Gupta holds Pgdm, Finance, General, 6.8/10 from Delhi School Of Business.
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