Ankur Gupta
Director | Aveksha Enterprises Pvt. Ltd. | Mutual Fund Distribution | Helping Investors with Disciplined Long-Term Investing | Certified Financial Planner | Wealth Management | Insurance Specialist
- Role
- Partner at Prudent Corporate Advisory Services Ltd.
- Location
- North Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Ankur Gupta
As Director at Aveksha Enterprises Pvt. Ltd, I focus on facilitating structured financial planning support and mutual fund distribution services to help investors move towards their long-term financial goals.At Aveksha, we believe disciplined investing and clarity of goals are key to building sustainable wealth. We assist investors with suitable mutual fund solutions, ongoing portfolio tracking, and investor education to support informed financial decisions.Our areas of support include:• Mutual Fund Distribution• Goal-Based Investment Support• Financial Planning Inputs• Retirement Planning Support• SIP Planning & Monitoring• Investor Education & Portfolio ReviewsOur philosophy:Insight. Intent. Impact.We aim to simplify investing through structured processes, transparency, and long-term discipline.
Experience
Partner
Prudent Corporate Advisory Services Ltd.
Oct 2021 — Present · Meerut, IN
Wealth Management, Risk Management, Financial Planning, Estate Planning
Education
International College Of Financial Planning
Certified Financial Planner, Financial Planning and Services
Maharshi Dayanand University
MBA, Marketing
2004 — 2006
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