Mudit Gupta
Associate – Asset & Wealth Management, Goldman Sachs | CFA Level III Candidate
- Role
- Associate at Goldman Sachs
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Mudit Gupta
As a Chartered Accountant and CFA Level I bring a strong analytical mindset and a deep understanding of investment operations, financial reporting, and wealth management. At Eton Solutions, I work closely with family offices and UHNW clients, managing portfolios worth up to $2B and delivering insights through customized Power BI dashboards and detailed performance analytics.Beyond the numbers, I’m passionate about leveraging AI tools like ChatGPT to drive operational efficiency, while also focusing on building trusted client relationships. I’ve also created a personal mutual fund analysis framework using advanced performance metrics and duration-based strategies, reflecting my commitment to continuous learning and value creation.Looking to collaborate with like-minded professionals and firms that value innovation, integrity, and client-centric growth.
Experience
Associate
Sep 2025 — Present · Bengaluru, IN
Supporting the Asset & Wealth Management division through independent product control, investment reporting, and analysis. Responsible for ensuring accurate P&L attribution, valuation oversight, and partnering with stakeholders to deliver transparency and efficiency in business performance.
Education
The Institute of Chartered Accountants of India
CHARTERED ACCOUNTANT, Accounting and Finance
2015
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.