Ritika Gupta

About Ritika Gupta

I’m Ritika Gupta, an Operational Specialist at INFUNDS with an MBA in Finance, focused on managing and executing financial and business operations with efficiency and structure.At INFUNDS, I work closely on delivering core services including Personal CFO support, tax advisory, and financial structuring, ensuring smooth execution and client servicing across individuals, professionals, and businesses.My role involves handling operations, client coordination, financial processes, and backend execution to ensure that strategies are implemented effectively and deliver real results.I contribute to managing workflows across multiple services such as:• Personal CFO Services• Tax Planning & Advisory• Financial Structuring & Compliance• Client Relationship & Execution Support• Business Operations & Process ManagementBeing part of INFUNDS, I am also involved in supporting initiatives like INFUNDS India Club and various workshops focused on finance, business, and entrepreneurship. With a strong foundation in finance and a focus on execution, I aim to ensure that every strategy is not just planned but properly implemented.I believe strong execution and structured operations are the backbone of any successful financial strategy.

Experience

1. Operational Specialist

   Infunds

   Nov 2023 — Present · Maharashtra, IN

Education

• University of Mumbai

  Bachelor's of Accounts and Finance, Accounting and Finance

  2021 — 2023

• Indira Gandhi National Open University

  Master of Business Administration in Finance, Finance and Financial Management Services