Hrishit Gupta
Greetings! From Delhi, India, currently working in Spark Private Wealth Management (PWM) Pvt Ltd, one of the premier wealth management companies in India. Serving as Senior Executive - Portfolio Analysis, prior experience includes roles at EY and Divitas Capital (family office & boutique investment bank). An avid music fan with a Junior Diploma in the Tabla, currently learning the guitar.
Education
Bachelor of Arts (B.A.) Honours - Economics, CFA - Level 1
Work Experience
Currently employed in Spark PWM Pvt Ltd, one of the leading wealth management companies in India, serving as Senior Executive - Portfolio Analysis. The role entails reviewing portfolios for existing clients and deciding portfolio allocation for new clients. Prior to joining Spark, worked in EY in the Financial Accounting Advisory Services (FAAS) division, contributing to multiple projects involving asset monetisation, accounting standards conversion, forensics, etc. Before EY, served as an Analyst in Divitas Capital, a leading family office and boutique investment bank, assisting in finding suitable investment opportunities in the Indian stock market.
Nature of Work
Spark PWM is one of the leading wealth management companies in India, with an AUM of more than $2 billion. Serving as Senior Executive - Portfolio Analysis, the role entails reviewing portfolios of existing clients as well as making portfolio allocation for new clients. This involves staying up-to-date with financial markets, macroeconomic trends, and geopolitical events. The role also involves ensuring backend processes are followed through for clients efficiently.
Profile
- Batch Year:2024-26
- Experience: 4 Year
- Industry: Banking, Financial services and Insurance
- Organisation: Spark Private Wealth Management (PWM) Pvt. Ltd.
- Email: bpgp24hrishit@iima.ac.in
- Phone: XXX-XXX-6265
- Social connect: LinkedIn | CV