Abhinay Gupta

CEO

Mumbai, Maharashtra, India10 yrs 4 mos experience

Highly Stable

Key Highlights

Expert in investment strategies for ultra-affluent clients.
Proven track record of increasing revenue and AUM.
Skilled in simplifying complex financial concepts.

Stackforce AI infers this person is a Fintech expert with a strong focus on investment advisory and client management.

Contact

Skills

Core Skills

Financial PlanningInvestment AdvisoryClient Management

Other Skills

Investment Portfolio ManagementClient SolutionsBusiness DevelopmentClient InteractionRevenue GenerationPresentationsCustomer ServiceTrainingPortfolio ManagementMarket Share AnalysisPublic SpeakingMicrosoft ExcelFinancial AdvisoryInvestmentsFinancial Services

Experience

Hdfc securities

AVP - Investments Advisor

Dec 2024 – Present · 1 yr 4 mos · Mumbai, Maharashtra, India · On-site

Trustplutus

3 roles

Associate Vice President - Investment Products

Promoted

Apr 2023 – Apr 2025 · 2 yrs

Senior Product Manager

Apr 2021 – May 2023 · 2 yrs 1 mo

Product Manager

Feb 2018 – Mar 2021 · 3 yrs 1 mo

Arthayantra

Investment Analyst

Aug 2017 – Feb 2018 · 6 mos · Hyderabad Area, India

1. Manged personal finance and investment portfolio using a patent liberal
platform 'Arthos' - an AI based tool.
2. Provided 400+ practical financial solutions to clients that included
planning of Insurance, Tax, Investment, Retirement and Estate.
3. My financial plans increased the overall revenue by 3x along with ~Rs. 5
Crore new AUM.

Financial PlanningInvestment Portfolio ManagementClient SolutionsInvestment Advisory

Manek financial advisors private limited

Financial Planner

May 2016 – Aug 2017 · 1 yr 3 mos · Mumbai Area, India

1. Lead the development of processes, and platforms in adherence to the policies and compliance
directed by regulators.
2. Served over 50 high-value clients with over ~Rs. 25 crores AUM.
3. Generated business and achieved profitability by 20%. Increased sales
4. growth, and established strategic partnerships and alliances.

Financial PlanningClient ManagementBusiness Development

Icici securities ltd

Senior Relationship Manager

Oct 2015 – Apr 2016 · 6 mos · Mumbai Area, India

1) Meet, interacted and advised investments to over 500 clients.
2) Raised and resolved more than 100 Service Requests.
3) Generated 23 lacs of insurance premium via Financial Planning.
4) Mobilised more than 20 lacs of mutual fund via Financial Planning.
5) Generated approximately 5 lacs of revenue.
6) Awarded and recognised by the National Head-Retail Sales and Executive Vice president and Head.

Client InteractionFinancial PlanningRevenue GenerationClient Management