Shivani Gupta
Senior Wealth Manager at HDFC Securities | Strategic Advisor for HNI & UHNI Portfolios | Equity, Mutual Funds, PMS & AIF
- Role
- Senior Wealth Manager at HDFC securities
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Shivani Gupta
Seeing for an entry-level position in a growing financial organization. Passionate about learning business concepts and possess the ability to handle work pressure and customer issues professionally. Have exceptional advisory skills to introduce new schemes and help customers to meet their financial goals.
Experience
Senior Wealth Manager
Jul 2025 — Present · Delhi, IN
Wealth Manager at HDFC Securities | Strategic Advisor for HNI & UHNI Portfolios | Equity, Mutual Funds, PMS & AIF Specialist. Management Advisor | Helping HNW Families Preserve & Grow Generational Wealth | Specialized in Tax-Optimized Portfolios.Custom Investment & Portfolio Management.Risk Mitigation & Asset Protection.Crafting tailored investment strategies for HNI/UHNI clients based on rigorous risk profiling.Managing end-to-end portfolios with a focus on tax-optimized growth and capital preservation.Providing real-time market insights and research-backed recommendations.
Education
Mamta Modern School
Junior High/Intermediate/Middle School Education
Banasthali Vidyapith
Bachelor of Commerce - BCom, Accounting and Business/Management
2017 — 2020
Banasthali Vidyapith
Master of Business Administration - MBA, Finance and Financial Management Services
Banasthali Vidyapith
certificate course in actuarial science , Financial Mathematics
2018 — 2019
Banasthali Vidyapith
certificate course in application of statistical and its technique, Mathematics and Statistics
2017 — 2018
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