Shrey Gupta
Financial Advisor at Divine Financial Investment | Financial Analyst | Wealth & Investment Management | Equity Research & Financial Modeling | Portfolio Advisory | NISM VA Certified | MBA Finance
- Role
- Financial Advisor at Divine Financial Investment
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
About Shrey Gupta
Emerging finance professional with hands-on experience in financial analysis, portfolio…
Experience
Financial Advisor
Jul 2025 — Present · Lucknow, IN
Advised and managed investment portfolios for 50+ retail and HNI clients across mutual funds, equities, and corporate depositsExecuted SIP, lump-sum, and equity transactions ensuring compliance and client suitabilityInitiated and delivered 15+ financial awareness programs, generating 60+ qualified leadsConducted equity research and basic financial modeling to support client investment decisionsCleared NISM 5A; pursuing NISM XV (Research Analyst) and FMVA® for advanced expertise
Education
Jaipuria Institute of Management
PGDM, Finance
UPES
Bachelor of Business Administration - BBA, Financial Planning and Services
2018 — 2021
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