Abhinay Gupta
AVP - Investments | Expert in Investment Advisory & Products with 10 Years of Experience
- Role
- AVP - Investments Advisor at HDFC securities
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
AVP - Investments Advisor
Dec 2024 — Present · Mumbai, IN
Education
Financial Planning Standards Board India
Certified Financial Planner
2014 — 2015
Orange School of Business
Master of Business Administration (MBA)
2013 — 2015
National Institute of Securities Markets (NISM)
Investment Advisor Level 2
IMSR,Chandrapur
Bachelor of Business Administration (BBA)
2009 — 2012
National Institute of Securities Markets (NISM)
Investment Advisor Level 1
2017 — 2017
Skills
- Financial Modeling
- Financial Planning
- Microsoft Word
- Financial Analysis
- Customer Service
- Insurance
- Market Share Analysis
- Leadership
- Financial Services
- Investment Advisory
- Investment Advisory Services
- Microsoft Excel
- Powerpoint
- Public Speaking
- Capital Markets
- Banking
- Mutual Funds
- Risk Management
- Team Management
- Financial Advisory
- Equities
- Graphic Design
- Business Development
- Wealth Management
- Presentations
- Investments
- Training
- Management
- Microsoft Office
- Financial Risk
- Strategic Planning
- Portfolio Management
- Finance
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