Harsh Gupta

About Harsh Gupta

My fascination with the equity markets began early, sparked when conversations with my sibling about stocks, valuations, and market trends. What started as curiosity soon grew into a deep passion for analyzing companies, understanding financial statements, and uncovering investment opportunities.I pursued a B.Com(hons.), refining my analytical and communication skills, but my true calling was always in finance. Recognizing the need for structured expertise, I embarked on the CFA journey, which sharpened my skills in financial modeling, valuation, and investment research. The rigorous curriculum not only enhanced my technical abilities but also instilled a disciplined approach to equity analysis.What excites me most about equity research is the constant learning—whether it’s mastering new valuation techniques, adapting to regulatory changes, or exploring emerging industries. I take pride in delivering objective, high-quality research that helps clients navigate the markets with confidence.If you\'re looking for an analyst with a genuine passion for markets, a strong foundation in fundamental research, and the drive to uncover actionable insights, I’d love to connect and explore how I can add value to your team.Outside of work, I’m an avid reader with a deep interest in financial literature—from investing classics to market psychology—always seeking to expand my perspective. Recently, I’ve also been exploring fiction, particularly uplifting stories like The Bookshop Woman, which blend entrepreneurship and human connection.When I’m not analyzing financial statements or diving into books, you’ll find me in the pool—swimming is my way to recharge, stay disciplined, and clear my mind. Just as in equity research, consistency and endurance matter, both in the water and the markets.I also stay engaged with the finance community through clubs and networking, always eager to exchange ideas and learn from fellow professionals.

Experience

1. Financial Analyst - Valuation and Research

   Penguin International

   Dec 2025 — Present · Gurugram, IN

Education

• CFA Institute USA

  CFA LEVEL-2 , Portfolio Management, Corporate, Finance, and Financial Statement analysis

• CFA Institute, USA

  CFA Level - 3, Equity, Fixed Income, Alternative Investments, Derivatives, Portfolio Management, Corporate Finance

• CFA Institute USA

  CFA LEVEL-1, Portfolio Management, Corporate, Finance, and Financial Statement Analysis

• The Valuation School

  Equity Research Cohort, Equity Markets

• Delhi University

  B.Com(Hons.), Accounting and Finance