Shivangi Gupta

CEO

India8 yrs 9 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

7+ years in wealth management for high-net-worth clients.
Spearheaded growth of multi-asset investment solutions.
Led automation projects improving efficiency by 20%.

Stackforce AI infers this person is a Fintech expert specializing in wealth management and investment advisory.

Contact

Skills

Core Skills

Investment ManagementClient RelationsPortfolio AnalysisPortfolio ManagementFinancial ModelingConsultingFinancial Analysis

Other Skills

Analytical SkillsBloombergClient EngagementClient ServicingCommunicationCustomer EngagementCustomer ValueCustomer Value PropositionData AnalysisEnglishFinanceFinancial AdvisoryImplementation PlanningInvestment StrategyInvestments

About

7+years experience in providing customized wealth management solutions to high-net-worth individuals, families, and corporate treasuries. Currently, playing an instrumental role in growing the Infinity platform which is a flagship multi-asset PMS offering by Nuvama. With an MBA from Indian Institute of Management, Indore, and a CFA Level 2 certification, I have experience in the finance industry, spanning , investment advisory, wealth management, consulting and portfolio management services. I have developed strong skills in portfolio analysis, investment management, financial advisory, and client relationship management, and have contributed to the growth and retention of Nuvama's client base. I am passionate about helping clients achieve their financial goals and objectives, and delivering high-quality service and value. I am also interested in learning new technologies and trends in the finance sector, and applying them to enhance Client offerings.

Experience

Nuvama wealth

3 roles

Chief Manager

Promoted

May 2024 – Present · 1 yr 10 mos

Spearheading the growth of "Infinity" (a multi-asset investment solution); Independently managing ~ $200M of investments on the Investment Advisory Platform
Engaging with clients throughout investment lifecycle; Successfully onboarding clients with net-worth ranging from ~$50M-$500M; Expedited onboarding process by cross-functional collaboration
Managing investment portfolio and advisory for 60+ UHNI clients; Executing timely investment calls across mandates while managing volatility
Creating customized investment proposals for a wide spectrum of clientele incluing Treasuries, UHNIs, Family Offices, Start-ups etc; Delivered~140+ investment proposals p.a.

Portfolio management servicesInvestment ManagementClient RelationsFinancial Advisory

Senior Manager

May 2022 – May 2024 · 2 yrs

Led automation of portfolio analysis, developing IRR calculation, overlap analysis, and tax calculation models, reducing turnaround time by ~20%
Developed quant based fund selection model for portfolio allocation by Investment Committees, Fund Managers, & Investment Advisory teams; Led the selection of schemes generating ~4-5% alpha p.a
Led discussions with Securities & Exchange Board of India (SEBI), influencing regulations for investments of ~$107B in Indian equities, for standardized performance reporting for Domestic Portfolio Managers

Portfolio AnalysisData AnalysisFinancial AnalysisInvestment Management

Manager

Mar 2021 – May 2022 · 1 yr 2 mos

Fronted the creation of monthly investment strategy reports containing key macro-economic developments, asset class views, model portfolios and deployment strategy for investing garnering ~0.5M annual views and downloads
Formulated asset allocation models – Domestic Equities v/s International Equities and Gold model for use in a multi-asset portfolio strategy contributing to superior performance; Generated ~1.8% (since inception) alpha in moderate risk portfolios
Headed the marketing initiative for the flagship Infinity PMS (Portfolio Management Servies) – a multi asset portfolio strategy- to drive AUM growth; Doubled AUM in a period of 1 year from ~$120M to ~$240M
Developed and ran health-check framework for universe of mutual funds across 44 Asset Management Companies and 2,500 unique schemes; Enriched the evaluation process of quality and performance of the schemes

Portfolio ManagementFinancial AnalysisInvestment StrategyInvestment Management

Synergy consulting, inc.

Associate

Jan 2020 – Apr 2021 · 1 yr 3 mos · New Delhi Area, India

Built financial models for consortium bids on global infrastructure Public Private Projects (PPP) incorporating feasibility/optimization of funding & returns delivering 15%+ to sponsors on winning bids
Performed sensitivity and scenario analysis on various bid parameters for Lenders and Sponsors of projects; Projected return impact in various scenarios and presented feasible risk mitigation tools
Led negotiations with Lenders; prepared term sheet and performed other financing related activities; Coordinated and appointed advisors for feasibility studies for Infrastructure PPP projects
Designed Information Memorandums for Investors & Lenders; Assisted deal execution & contract signing; Prepared and presented proposals and pitch-books for potential opportunities in PPP in the infrastructure sector

Financial ModelingNegotiationRisk AnalysisConsulting

Edelweiss wealth management

3 roles

Manager

May 2019 – Dec 2019 · 7 mos

Assistant Manager

May 2018 – May 2019 · 1 yr

Associate

Apr 2017 – Apr 2018 · 1 yr

Part of the Wealth Management Team for Family Offices. Key responsibilities include Client Servicing, Portfolio Management, constructing Pitchbooks, developing risk-return models for different asset classes, and acquisition of new clients.

Client ServicingPortfolio ManagementRisk-Return ModelingClient Relations

Edelweiss tokio life insurance

Summer Intern

Apr 2016 – Jun 2016 · 2 mos · Mumbai Area, India

Worked with the Investments Front office to develop a financial model for contrarian investing in Indian Equity market. Received the Best Intern Award and a Pre-Placement Offer during MBA.

Financial ModelingFinancial Analysis