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Equity Manager | Finance Enthusiast | Aspiring Investment Professional | Content

About

Hi, I’m Jaya Gupta 👋 I’m focused on building a career in finance, with a strong interest in investments and financial decision-making. I’m continuously learning and exploring opportunities where I can apply my understanding in a practical, real-world setting. Currently: Exploring opportunities in finance Goal: To grow into a well-rounded finance professional with strong analytical skills and sound judgment.

Location

Gwalior

Work experience

Deputy Manager at Kotak Securities, Feb 2026 - Present · 5 mos, Working closely with clients on equity investments, trade execution, and portfolio-related queries Supporting clients in making informed investment decisions through market insights and product understanding Managing end-to-end coordination of transactions while ensuring accuracy, compliance, and timely execution Staying actively aligned with market movements to better assist clients and add value to their investment approach

Equity Manager at Mirae Asset Sharekhan, Oct 2023 - Feb 2026 · 2 yrs 5 mos, As an Equity Manager, I empower clients to grow and protect their wealth through informed equity and mutual fund investments. Key Responsibilities: Advising retail and HNI clients on equity, derivatives, and mutual funds, ensuring portfolios align with financial goals and risk profiles. Conducting detailed stock/sector analysis and providing actionable market insights to optimize investment returns. Building long-term client trust by offering transparent, research-backed advice and continuous portfolio monitoring. Driving financial literacy by simplifying complex market concepts and educating clients about inflation, compounding, and asset allocation. Key Achievements: Increased client Assets Under Management, delivering above-market returns. Consistently achieved higher client portfolio performance vs. benchmark index. Maintained a higher client retention rate, reflecting trust and satisfaction. Core Skills: Equity Research, Portfolio Management, Wealth Advisory, Mutual Funds

Education

Master of Business Administration - MBA, Finance,, SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

The Institute of Company Secretaries of India