Shreyas Gupta

IIT BHU || Long-only Equities, Factors and Technofunda Investing

Role
Analyst at Ionic Wealth
Location
Varanasi, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Shreyas Gupta

Email: s••••••••@iitbhu.ac.in

Experience

  1. Analyst

    Ionic Wealth

    May 2024 — Present · Mumbai, IN

    Contributed to the development of investment strategies and product offerings based on quantitative research findings.>Crafted MF recommendation engine (\"QFRA\", 80% accuracy, 4% avg alpha over BM 1y fwd-Already Live) and Quant based multi-asset, multi-factor, monthly rebalanced strategy (\"NAVIGATOR\", CAGR:45% 20Yr. backtest, 20% max DD,100% 3Y NIFTY 500 outp-Mock_Live_1yr done(15% alpha)+Seeded).>Created a MF Recommendation Dashboard with factor bias-checks and filters.>Designed a regime-adaptive Multi-factor basket of 15-20 stocks (Momentum+LowVol+MeanRev) to outperform NIFTY 500 and NIFTY 500 MOM 50 in every condition (Bull-Bear-Sideways) in terms of DD and return (or Sharpe) and achieve a alpha of 15-20%.>Crafted \"Momentum Ladder\" with a risk ON-OFF signal, a high-beta-momentum play with superior risk managed trading strategy.(40% CAGR with 15% max DD, perfect saves- 2018-19, covid, 2022, and in live-2025).

Education

  • Army Public School (APS)

    10th

    2019 — 2020

  • Army Public School (APS)

    12th

    2021 — 2022

  • Indian Institute of Technology (Banaras Hindu University), Varanasi

    Bachelor of Technology - BTech

    2022 — 2026

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Shreyas Gupta — Analyst at Ionic Wealth in Varanasi, IN | Unifers