Anusha Gupta
To help people make better Financial decisions | Sr. Financial Planning Associate|Ex-Ameriprise| MBA
- Role
- Senior Associate at Befree
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Anusha Gupta
I am specialized in delivering US comprehensive financial plans, leveraging my expertise…
Experience
Senior Associate
Jan 2025 — Present
Proficient in industry-leading financial software, including eMoney, RightCapital, Holistiplan, and Riskalyze, to create robust and client-centric financial strategies- Assist financial advisors in analyzing clients’ financial plans, cash flows, and tax situations, delivering case-based recommendations and actionable insights- Led the design and rollout of end-to-end US paraplanning processes, standardizing workflows from data collection and analysis to plan presentation. This initiative significantly improved turnaround times, streamlined advisor-client interactions, and ensured compliance with regulatory and firm standards.
Education
Institute of Management Studies (IMS) Ghaziabad - Business School
PGDM
2016 — 2018
Vivekananda College for Women
Bachelor of Commerce (BCom)
2012 — 2015
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