Pranjal Gupta
Portfolio Specialist @ Julius Baer II HSBC || Credit Suisse || MBA Gold Medalist
- Role
- Portfolio Specialist at Julius Baer
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Pranjal Gupta
Global Private Banking & Wealth Strategist serving as a Portfolio Specialist with 8…
Experience
Portfolio Specialist
Jul 2025 — Present · Mumbai, IN
Creating tailor-made investment portfolio proposals across multiple asset classes, aligning with client objectives and Julius Baer’s House View.• Conducting comprehensive portfolio reviews and performance analyses, identifying optimization opportunities and managing risk exposures.• Writing investment rationales and recommendation commentaries to support strategic advisory and client decision-making.• Following financial market developments and macroeconomic trends to ensure portfolio strategies remain current and relevant.• Collaborating with cross-functional teams to deliver holistic investment solutions across equities, fixed income, funds, structured products, and alternative investments.• Ensuring consistent alignment with regulatory standards and internal investment guidelines in all client portfolio proposals.
Education
The Institute of Chartered Accountants of India
IPCC, Accounting and Finance
2011 — 2012
Jaipuria Institute of Management
Master of Business Administration - MBA
2019 — 2021
DLF Public School
INTERMEDIATE
2009 — 2011
Delhi University
Bachelor of Commerce - BCom
2011 — 2014
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