Suryansh Gupta
Cluster Head - up (Franchizee Biz) Investment Products @Motilal Oswal Financial Services Ltd
Signup · Get unlimited contacts
WORK HISTORY
Cluster Head - up (Franchizee Biz) Investment Products @Motilal Oswal Financial Services Ltd
Lucknow, IN
About UsWe specialize in delivering tailored investment solutions with a wealth-centric approach focused on long-term value creation. Our offerings span across Mutual Funds, PMS, AIFs, Bonds, Insurance, Unlisted shares, Structured Products, and Alternate Investments—carefully curated to meet diverse client objectives.With a deep understanding of market dynamics and client aspirations, we empower individuals, HNI\'s, to grow and preserve wealth. Our philosophy is centered around goal-based advisory, risk-managed strategies, and transparent execution.Our core principles:🧭 Client-First Wealth Advisory Diversified Investment Products Research-Driven Portfolio Curation Compliance & Trust-Centric OperationsWhether you\'re building, preserving, or transitioning wealth—our mission is to be your trusted financial partner every step of the way.
EDUCATION
Kanpur University, India
Bachelor of Arts - BA
ABOUT SURYANSH GUPTA
With over 15 years of experience in the share broking and investment industry, I…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.