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Vatsla Gupta

M.com finance| CFA Level 1 Candidate | Seeking entry-level opportunity!

Jammu

3+ years of work experience

MNS Financials
Oct 20232 yrs 9 mosPresent

Jammu, Jammu & Kashmir, India

Providing services to the existing client , understanding their risk appetite and suggesting the mutual funds accordingly. Doing fund analysis
MNS Financials
Oct 20232 yrs 6 mosMar 2026

• Managed and monitored 600+ client portfolios with cumulative AUM of ₹70 Crore, supporting asset allocation and fund selection decisions aligned with client risk profiles. • Conducted detailed mutual fund performance analysis, risk-return evaluation, and periodic reporting for informed investment decisions. • Executed and supervised 1000+ monthly mutual fund transactions (purchase, redemption, switch) with 99.9% accuracy and SEBI compliance. • Assisted in portfolio rebalancing strategies based on market trends and fund performance. • Supported promotion and analysis of New Fund Offerings (NFOs) contributing to client acquisition and portfolio diversification.
Acuity Professional
Apr 20263 mosJun 2026

• Process EDI and commission statements using Google Sheets and the CRM system. • Identify missing commission statements and obtain them from providers. • Identify missing commission payments and liaise with providers to resolve discrepancies. • Communicate with advisers, clients, and product providers to obtain required information and ensure systems are accurately updated. • Collaborate closely with the paraplanning team to ensure action points are completed in a timely manner. • Investigate and correctly process any unallocated or unidentified post/documentation.

Education

University of Jammu

M.com, Finance

University of Jammu

20212 yrs2023

Bachelor of Commerce - BCom

THE CLUSTER UNIVERSITY OF JAMMU

20183 yrs2021

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Headline

M.com finance| CFA Level 1 Candidate | Seeking entry-level opportunity!

About

Passionate about learning financial concepts and possess the ability to handle work pressure.

Location

Jammu

Work experience

Operations Executive – Investment & Portfolio Analysis at MNS Financials, Oct 2023 - Present · 2 yrs 9 mos, Jammu, Jammu & Kashmir, India, Providing services to the existing client , understanding their risk appetite and suggesting the mutual funds accordingly. Doing fund analysis

Investment Analyst at MNS Financials, Oct 2023 - Mar 2026 · 2 yrs 6 mos, • Managed and monitored 600+ client portfolios with cumulative AUM of ₹70 Crore, supporting asset allocation and fund selection decisions aligned with client risk profiles. • Conducted detailed mutual fund performance analysis, risk-return evaluation, and periodic reporting for informed investment decisions. • Executed and supervised 1000+ monthly mutual fund transactions (purchase, redemption, switch) with 99.9% accuracy and SEBI compliance. • Assisted in portfolio rebalancing strategies based on market trends and fund performance. • Supported promotion and analysis of New Fund Offerings (NFOs) contributing to client acquisition and portfolio diversification.

Finance Administrator at Acuity Professional, Apr 2026 - Jun 2026 · 3 mos, • Process EDI and commission statements using Google Sheets and the CRM system. • Identify missing commission statements and obtain them from providers. • Identify missing commission payments and liaise with providers to resolve discrepancies. • Communicate with advisers, clients, and product providers to obtain required information and ensure systems are accurately updated. • Collaborate closely with the paraplanning team to ensure action points are completed in a timely manner. • Investigate and correctly process any unallocated or unidentified post/documentation.

Education

M.com, Finance, University of Jammu

Bachelor of Commerce - BCom, THE CLUSTER UNIVERSITY OF JAMMU

Vatsla Gupta - Operations Executive – Investment & Portfolio Analysis in Jammu | Tal