Bibhuti Gaurav
Relationship Manager | MBA I CFP l Investment Products l Wealth Tech l Product Research l Fin-Tech l Wealth Management l Single Family Office I Financial Planning I Portfolio Management.
- Role
- Senior Financial Analyst at Centricity WealthTech
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Bibhuti Gaurav
As a Certified Financial Planner with a strong foundation in wealth management, I specialize in translating complex financial products into actionable, client-friendly strategies. Over the last 5 years, I’ve worked across diverse areas of investment advisory — from acquiring clients and cross-selling products early in my career to now leading portfolio reviews, mutual fund research, and strategic financial planning at Centricity WealthTech.Currently, I work as a Senior Financial Analyst where-I Advise clients through personalized portfolio insights, Research and analyze investment products across asset classes.Collaborate with fund managers and the product team to identify best-fit investment solutionsAutomate workflows in Excel/PowerPoint for scalable advisory efficiencyPrepare high-quality reports and actionable presentations for internal and client-facing reviewsI take pride in helping clients make informed decisions, align investments with life goals, and stay financially confident—especially in volatile markets. Specialties:Portfolio Strategy | Mutual Funds | Financial Planning | Client Advisory | Product Research | WealthTech | Investor Education
Experience
Senior Financial Analyst
Apr 2024 — Present · Gurugram, IN
Education
Kendriya Vidyalaya
Higher secondary, Business/Commerce, General
2013 — 2015
Manipal University Jaipur
Master of Business Administration - MBA, Finance
Magadh University
Bachelor of Commerce - BCom(H), Accounting and Business/Management
2015 — 2018
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