Siddharth Gupta Email & Phone Number

Delhi, India

New Delhi Area, India

-- Led a self-funded Mortgage Advisory start-up from inception to becoming a key player in the Delhi mortgage market closing mortgage business of INR 200cr annually-- Built mortgage sourcing partnerships with brands like Citibank, ICICI Bank, Axis Bank, HDFC Bank, HDFC Limited and PNB Housing Finance Limited-- Created a team which has built relationships with over 250 very senior executives across large corporate houses, over 50 business owners and delivered mortgage business of over… Show more -- Led a self-funded Mortgage Advisory start-up from inception to becoming a key player in the Delhi mortgage market closing mortgage business of INR 200cr annually-- Built mortgage sourcing partnerships with brands like Citibank, ICICI Bank, Axis Bank, HDFC Bank, HDFC Limited and PNB Housing Finance Limited-- Created a team which has built relationships with over 250 very senior executives across large corporate houses, over 50 business owners and delivered mortgage business of over INR 900cr-- Built a profitable business with consistent annual revenues of INR 2cr Show less

New Delhi Area, India

Mumbai Area, India

-- Led FEMS - a start-up specialising in Finance Training, to set-up CFA Training centres across Delhi and Mumbai in less than 12 month-- Created a partnership with E-cell of IIT Mumbai to conduct stock market workshops across various colleges in Mumbai-- Led the content team to create in-house content for CFA Level 1 & Level 2 courses and develop a Finance modules for Lawyers in less than 12 months

Mumbai Area, India

-- Identify and develop new client segments and other avenues to drive investments revenue-- Analyse overall portfolio to ensure optimum asset allocation & appropriate risk management

Mumbai Area, India

-- Setting-up a new SME desk to offer investment solutions to SME clients

Delhi Area, India

-- Managed the investment business for the flagship branch of Standard Chartered Bank in North India. Responsible for driving revenue from investment products via a team of over 25 Relationship Managers and Personnel Financial Consultants.-- Managed an assets under management of over INR 2.5 billion and generated annual new sales revenue of over INR 20 million.-- Developed strong relationships with High networth clients ranging from entrepreneurs to management personnel of large… Show more -- Managed the investment business for the flagship branch of Standard Chartered Bank in North India. Responsible for driving revenue from investment products via a team of over 25 Relationship Managers and Personnel Financial Consultants.-- Managed an assets under management of over INR 2.5 billion and generated annual new sales revenue of over INR 20 million.-- Developed strong relationships with High networth clients ranging from entrepreneurs to management personnel of large corporate houses and advised clients on portfolio construction across Mutual Funds, PE Funds and various structured investments Show less

Delhi Area, India

-- Dual responsibility of managing the investment business across Barakhamba and Gurgaon branches

Gurgaon, India

-- Responsible for developing the investments business in the Gurgaon area for Standard Chartered Bank through the Relationship Managers of DLF Phase 2 and Sector 14 branches -- Key responsibilities included acquiring new investment clients, training relationship managers on investment products and driving revenue from sales of investment products-- Achieved an AUM growth of over 100% from INR 30cr to INR 65cr in 15 months.

Was involved in equity research at NDTV Profit. Responsibilities included tracking markets, impact analysis of news flow & corporate performace analysis.

New Delhi

Statutory audits, US GAAP assignments & special assignments involving investigation, litigation support for a wide variety of clients

Aca, Finance

Cfa Level 3 Candidate, Financial Analysis & Portfolio Management