Priyanshu Gupta

Portfolio Manager at Axis Securities | Wealth Management Intern at Aditya Birla Finance | PGDM, JIML\'24 | B.com, LU\'22 | Passionate Trader and Investor

Role: Portfolio Manager at Axis Direct
Location: Gurugram, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Priyanshu Gupta

Highly motivated and detail-oriented PGDM candidate in Finance & Retail Management at…

Experience

Portfolio Manager
Axis Direct
Aug 2024 — Present · Lucknow, IN
I’m thrilled to announce that I\'ve stepped into the role of Portfolio Manager at Axis Securities, where I\'ll be curating and managing portfolios tailored to clients’ unique financial goals. Leveraging insights and strategies, I aim to optimize growth and minimize risk, keeping the dynamic market landscape in mind. Looking forward to helping our clients achieve financial success and building strong, lasting relationships.#PortfolioManagement #AxisSecurities #InvestmentStrategies #FinancialGoals #NewBeginnings

Contact information

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•••••@axisdirect.in
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Current company

Axis Direct

Financial Services · 5.6K employees · Founded 2005 · Mumbai, India

Axis Securities Limited (ASL), a subsidiary of Axis Bank Ltd., offers a wide range of financial solutions including lending, investment, and retail broking services. Axis Direct, the retail broking arm of ASL, brings diverse investment options under one platform, enabling customers to seamlessly diversify their portfolios. With over 4M+ customers, Axis Direct has been recognized as a Best Growing Equity Broking House. 🏆 Customer Experience, Marketing & Digital Excellence • IAMAI India Digital Awards – Bronze (2018) • ACEF Global Customer Engagement Awards – Email Marketing (Silver, 2018) • DMA International & Asia ECHO Awards – Multiple wins (2015–2016) • Digital Dragon Awards (2021) • Netcore – Best Email Customer Journey (2022) • Pitch BFSI Marketing Awards – Customer Engagement (2024) • Afaqs Communicon Awards – Gold (BFSI, 2026) 📈 Market Leadership & Broking Excellence • MCX – Leading Bank Broking Member (2022, 2025) • MCX – Bank Broking Leader (2024) • BSE – Top 5 Performer, Primary Markets (2022) • BSE – Best Performer, RFQ Trades Settlement (2024) • BSE Commodity Equity Outlook – Top Equity Broker (2017, 2018) 👩‍💼 Workplace, Learning & Culture • Great Place to Work (2025, 2026) • India’s Best Workplaces™ in Investments (2025) • Happiest Workplaces (2022, 2025–26) • ET HR Future Skills & TISS CLO Awards (2024–2025) 🌟 Leadership & Legacy • Times Now – India’s Impactful CEOs (2024) • D&B Equity Broking Awards – Fastest/Best Growing (2013–2015) 🔗 Disclosures • Axis Direct – Agent of SEBI Registered Intermediary: https://simplehai.axisdirect.in/images/Other_Forms/List-of-Empanelled-Distributors.pdf • Axis Direct – SEBI Registered Intermediary: https://simplehai.axisdirect.in

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