Aakash Gupta
Anand Rathi Wealth Limited
- Role
- Management Trainee at Anand Rathi Wealth Limited
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Aakash Gupta
Anand Rathi Wealth Limited empowers high-net-worth individuals with tailored financial planning and investment solutions. As a Wealth Manager, contributions focus on aligning strategies with client goals, leveraging a Chartered Accountant background to provide informed guidance. The Institute of Chartered Accountants of India and a Bachelor of Commerce from Delhi University underpin expertise in taxation, financial analysis, and compliance. Motivated by continuous growth, the current role emphasizes building meaningful client relationships and navigating dynamic financial landscapes.
Experience
Management Trainee
Nov 2022 — Present · Delhi, IN
HNI/UHNI Wealth Management
Education
Central Board of Secondary Education
Kolaras Public School Shivpuri Madhya Pradesh
Delhi University
Bachelor of Commerce - BCom
The Institute of Chartered Accountants of India
Chartered Accountant
2017 — 2022
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