Shreyhan Gupta

Capital Markets | CFA L-2 Candidate | NISM Certified Research Analyst | Macro-economics | F&O Trader

Role: Portfolio Analyst at Client Associates
Location: Delhi, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Shreyhan Gupta

Experienced technical analyst with strong research and analytical skills, having a fervent passion for financial markets and a dedicated focus on pursuing a career in Asset Management. Fostering proficiency in monitoring industries and analysing companies, with the aim of adeptly presenting investment recommendation. Passionate Day Trader having 1.5 year experience in Trading BTC Derivatives & Index Options using Technical Analysis and Global Macro Indicators.

Experience

Portfolio Analyst
Client Associates
May 2024 — Present · Gurugram, IN

Education

Ahlcon international school
Commerce
CFA Institute
CFA LEVEL-1
2023 — 2023
Guru Gobind Singh Indraprastha University
Bachelor of Business Administration - BBA
2016 — 2020

Contact information

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Work email
•••••@clientassociates.com
Personal email
•••••@•••••.com
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Current company

Client Associates

Financial Services · 291 employees · Founded 2002 · Gurugram, Haryana, India

Client Associates (CA) was founded as India’s first Multi Family Office firm 22+ years ago by first generations private bankers, Rohit Sarin (https://www.linkedin.com/in/rohit-sarin-3ba0225/) and Himanshu Kohli (https://www.linkedin.com/in/himanshu-kohli-193998/) . Over the years, the firm has grown organically and it is the largest multi-family office in India both in terms of number of HNI/UHNI families being catered to and the size of assets. Our client-centric portfolios give exclusive access to the best investment opportunities across various asset classes. This ensures that our clients are not only able to protect their wealth but also grow it to live the lifestyle they aspire for, and to be able to successfully pass on the riches to future generations. Innovative investment strategies uncorrelated with traditional asset classes curated by CA helps our clients ride the market volatility and therefore retain their risk appetite. We have demonstrated a track record of outperformance in 9 out of 10 years on set industry benchmarks. Our clientele comprises of informed and discerning wealth owners, including high-profile Corporate Heads, Successful Professionals & Entrepreneurs, Eminent Business Owners, and reputed private institutions. Together, they represent the most successful strata of our society. Pioneer Client Associates Private Limited is a SEBI-registered entity (Registration No.: INA10•••••60). For further information and applicable regulatory disclosures, we kindly invite you to visit the Legal page on our website.

clientassociates.com

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About Shreyhan Gupta

Experience

Portfolio Analyst

Education

Ahlcon international school

CFA Institute

Guru Gobind Singh Indraprastha University

Find verified contacts for anyone on LinkedIn