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Utkarsh Gupta

Associate Consultant

Gurugram, Haryana, India3 yrs 7 mos experience

Key Highlights

  • Led research on over 35 IPOs, showcasing strong analytical skills.
  • Delivered in-depth equity research on major companies.
  • Passionate about turning financial data into actionable insights.
Stackforce AI infers this person is a Financial Analyst with expertise in Equity Research and Investment Insights.

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Skills

Core Skills

Equity ResearchInvestment Research

Other Skills

AccountingAdobe PhotoshopAnalytical SkillsBusiness AnalysisBusiness ConsultingCommunicationCorporate FinanceDCF ValuationData AnalysisEconomicsEnglishFinancial AnalysisFinancial DataFinancial ManagementFinancial Planning

About

Stock Market tells a story, and I love decoding it! I’m Utkarsh Gupta, a CFA Level 3 candidate and Equity Research Analyst with a passion for turning financial data into actionable investment insights. What I Do: IPO Analysis – Led research on 35+ IPOs, including Bajaj Housing Finance, IXIGO, and Ola Electric. Equity Research – Delivered deep-dive analyses on HDFC Bank, D’Mart, Bajaj Auto, and PVR Inox. Industry Research – Covered key sectors like hospitality, cement, and 2 wheelers. Quarterly Earnings Reviews – Analyzed financials of Equitas SFB, IDFC First, Star Health, Hindware, and more. Why connect with me? If you're interested in market insights, stock analysis, or financial storytelling. Email: utkarsh.gup28@gmail.com

Experience

3 yrs 7 mos
Total Experience
1 yr 2 mos
Average Tenure
1 yr 4 mos
Current Experience

Et money

Equity Research Analyst

Feb 2025Present · 1 yr 4 mos · Gurugram · On-site

Asset yogi

Financial Analyst

Feb 2024Feb 2025 · 1 yr · New delhi · On-site

  • Conducted in-depth financial research and provided insights for leading companies, including Coca-Cola, Avenue Supermarts, Bajaj Auto, PVR Inox, and HDFC Bank, with a focus on market trends and growth strategies.
  • Analyzed key sectors such as the hotel and cement industries to uncover financial drivers and assess market dynamics.
  • Led 35+ IPO analyses including Bajaj Housing Finance, IXIGO, and Ola Electric, delivering insights into financial performance, market positioning, and investment potential.
  • Delivered quarterly financial reviews for Equitas Small Finance Bank, IDFC First Bank, Star Health Insurance, Hindware, Lumax Auto, Shivalik Bimetal and Narayana Healthcare, focusing on key performance indicators and market conditions.
Stock Market AnalysisIndustry ResearchPresentationsFundamental AnalysisFinancial AnalysisQuantitative Research+11

Protiviti india member firm

Analyst

Oct 2022Jan 2024 · 1 yr 3 mos · Gurugram, Haryana, India · On-site

  • Industry Research & Key Risk Assessment
Analytical SkillsBusiness ConsultingTeamwork

Education

The Valuation School

Equity research cohort — Finance

Dec 2024Apr 2025

University of Rajasthan

Bachelor of Commerce — Accounting and Finance

Jul 2019Jun 2022

Ryan International school, Jaipur

Senior Secondary — Commerce

Apr 2004May 2019

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