Jaishank Gupta
Fund Raiser. Fund Allocator. Educator.
- Role
- Director at FPA Edutech
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Jaishank Gupta
Managing a financial services training institute and a wealth management firm that…
Experience
Director
Apr 2007 — Present · Mumbai, IN
Education
Jai Hind College
Bachelors in Management Studies, Management
2001 — 2006
Sydenham College
Masters in Commerce, Banking, Finance, Economics
2006 — 2008
FPSB
Certified Financial Planner, Investment, Insurance, Tax
2007 — 2008
SPJIMR SP Jain Institute of Management & Research
PGD, Family Managed Business
2009 — 2011
University of California, Berkeley
Summer School, Economics
2004 — 2004
CFA Institute
CFA Level 3, Finance and Financial Management Services
2013 — 2015
Rishi Valley
ICSE, Economics
1994 — 2001
Skills
- Financial Planning
- Franchising
- Financial Analysis
- Securities
- Cash Flow
- Financial Services
- Crm
- Investments
- Investment Management
- Equities
- Capital Markets
- Asset Allocation
- Mutual Funds
- Team Management
- Retirement Planning
- Business Strategy
- Management
- Employee Relations
- Strategic Planning
- Financial Markets
- Budgeting
- Equity Research
- Corporate Finance
- Financial Advisory
- Portfolio Management
- Joint Ventures
- Strategic Financial Planning
- Investment Advisory
- Finance
- Accounting
- Valuation
- Business Planning
- Financial Planners
- Personal Finance
- Business Development
- Wealth Management
- Relationship Management
- Certified Financial Planner
- Investment Strategies
- Training
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