Bhavna Gupta

Role: Senior Analyst at Client Associates
Location: Delhi, DL, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Bhavna Gupta

Experienced Senior Analyst having 4 years of experience with a strong foundation in…

Experience

Senior Analyst
Client Associates
Jun 2025 — Present · Gurugram, IN
Conducting comprehensive portfolio reporting and analysis for Ultra High Net Worth Individuals (UHNI) clients, enhancing investment strategies. • Updation of portfolio excel of client every month like updation of NAV, Transaction held last last month, addition of new schemes purchased or redeemed in last one month and IRR since inception.• Generating detailed Capital Gain Statements, ensuring accurate tax reporting and compliance for clients. • Performs estate analysis to optimize asset distribution and succession planning, contributing to long-term wealth management.• Portfolio analysis includes ranking of the fund based on key parameters which involves qualative & quantative aspects like fund manager history, valuations like PE & PB ratio, Risk Ratios like Standard deviation, Information ratio & Return due to selectivity etc & quartile ranking.• Reconciliation of data with AIS to ensure data is properly fetched & reflected in our portal.• Portfolio Reporting includes fetching of reports and draft taliored email to clients as per their requirement which includes portfolio value, asset class diversification and portfolio returns of different time periods.•XIRR Calculations- To ensure it is correctly calculated and reported in the statements.• Calculation of load free funds availabile at every month.

Contact information

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•••••@clientassociates.com
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Current company

Client Associates

Financial Services · 291 employees · Founded 2002 · Gurugram, Haryana, India

Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin (https://www.linkedin.com/in/rohit-sarin-3ba0225/) and Himanshu Kohli (https://www.linkedin.com/in/himanshu-kohli-193998/) . Over the years, the firm has grown organically and it is the largest multi-family office in India both in terms of number of HNI/UHNI families being catered to and the size of assets. Our client-centric portfolios give exclusive access to the best investment opportunities across various asset classes. This ensures that our clients are not only able to protect their wealth but also grow it to live the lifestyle they aspire for, and to be able to successfully pass on the riches to future generations. Innovative investment strategies uncorrelated with traditional asset classes curated by CA helps our clients ride the market volatility and therefore retain their risk appetite. We have demonstrated a track record of outperformance in 9 out of 10 years on set industry benchmarks. Our clientele comprises of informed and discerning wealth owners, including high-profile Corporate Heads, Successful Professionals & Entrepreneurs, Eminent Business Owners, and reputed private institutions. Together, they represent the most successful strata of our society. Pioneer Client Associates Private Limited is a SEBI-registered entity (Registration No.: INA10•••••60). For further information and applicable regulatory disclosures, we kindly invite you to visit the Legal page on our website.

clientassociates.com

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