Yogesh Gupta

Wealth Management Associate at VERACITY INVESTMENT MANAGEMENT
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Contact Information
us****@****om
(386) 825-5501
Location
Pune, Maharashtra, India, IN

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Credentials

  • PwC US Tax Virtual Experience Program
    PwC
    Apr, 2023
    - Nov, 2024
  • NISM Series V-A: Mutual Fund Distributors Certification
    National Institute of Securities Markets (NISM)
    May, 2023
    - Nov, 2024

Experience

  • VERACITY INVESTMENT MANAGEMENT
    • India
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Associate
      • Feb 2023 - Present

      ➢ Conducted data collection and analysis, including gathering relevant information for comprehensive financial analyses, portfolio evaluations, risk assessments, and investment performance reviews. ➢ Engaged in lead generation activities, including cold calling and pitching, to identify potential clients and promote financial products and services. ➢ Collaborated with the digital marketing team to create compelling content for social media platforms, aimed at increasing brand awareness and promoting financial literacy. Show less

  • Intellitech Solutions
    • United States
    • Advertising Services
    • 200 - 300 Employee
    • Research Analyst
      • Jan 2019 - Apr 2019

Education

  • ICFAI Business School Pune (IBS Pune)
    Post Graduate Program in Management, Finance, General
    2022 - 2024
  • MES Garware College of Commerce
    Bachelor of Business Administration - BBA, International Business
    2018 - 2021

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