---
title: "Vatsla Gupta - Operations Executive – Investment & Portfolio Analysis in Jammu | Tal"
description: "Meet Vatsla Gupta, M.com finance| CFA Level 1 Candidate | Seeking entry-level opportunity! based in Jammu."
image: "https://tal.club/meet/vatsla-gupta/share-image"
---

# Vatsla Gupta on Tal

## 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

[View the original profile](https://tal.club/meet/vatsla-gupta)

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