Anmol Gupta - Mutual Fund Distributors
Member since Feb 21, 2024
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About Me
I am sure there is some purpose behind reading this. Purpose has driven me to where I am today. I like to share my story to give perspective.
I am an MSC Computer science by qualification in 2004. I started my Banking and financial services in 2004 CITI Bank as an off-role trainee. There after I Joined ICICI Bank as an Investment and service Manager and remain over there till 2008 when subprime crises hit the financial market across the world and the segment was supposed to Closed and which actually got closed later. I wanted to peruse my passion into the Investment Management which got alignment by Joining Aditya Birla Asset Management Company as a branch head. After that I moved the HDFC Private Banking as an investment advisor till 2015. In 2016 I have been hired as a Senior Investment Counsellor in Kotak Mahindra bank at Chandigarh, where I was responsible for handling Punjab, Haryana, Himachal, Jammu and Kashmir, Rajasthan to manage the Investment channel. My role in entire journey of corporate life was based on managing investments and advising families and clients with one- on-one interactions and personalized services.
In 2016, I decided to start my own journey with the families growing bigger and were looking for suitable and fair advise.
Now it's been seven years I started as mutual fund distributor with the thought of getting serving in better way to the clients which are connected with me from last decade. I have responsibility of more than hundred families.
During covid crises 2020, I realized 99.9% of the families did not have written financial strategy and most had accumulated products and things.
I realized and convinced to move a step ahead and took the responsibility of educating the clients. In 2021, I pursued certified financial planner certification from financial planning standard board which is a global organization to promote excellence in financial planning to support the motto.
In 2023, I completed my CFP certification with specialization in the following streams:
Specialization in retirement and tax planning.
Investment planning.
Risk and estate planning.
Integrated financial planning.
Apart from this, I have done certification for the distribution of portfolio management schemes. I ensure to continuous upgrade of knowledge base in order to ensure clients should will served with best of industry standard.
About Work Experience
I am sure there is some purpose behind reading this. Purpose has driven me to where I am today. I like to share my story to give perspective.
I am an MSC Computer science by qualification in 2004. I started my Banking and financial services in 2004 CITI Bank as an off-role trainee. There after I Joined ICICI Bank as an Investment and service Manager and remain over there till 2008 when subprime crises hit the financial market across the world and the segment was supposed to Closed and which actually got closed later. I wanted to peruse my passion into the Investment Management which got alignment by Joining Aditya Birla Asset Management Company as a branch head. After that I moved the HDFC Private Banking as an investment advisor till 2015. In 2016 I have been hired as a Senior Investment Counsellor in Kotak Mahindra bank at Chandigarh, where I was responsible for handling Punjab, Haryana, Himachal, Jammu and Kashmir, Rajasthan to manage the Investment channel. My role in entire journey of corporate life was based on managing investments and advising families and clients with one- on-one interactions and personalized services.
In 2016, I decided to start my own journey with the families growing bigger and were looking for suitable and fair advise.
Now it's been seven years I started as mutual fund distributor with the thought of getting serving in better way to the clients which are connected with me from last decade. I have responsibility of more than hundred families.
During covid crises 2020, I realized 99.9% of the families did not have written financial strategy and most had accumulated products and things.
I realized and convinced to move a step ahead and took the responsibility of educating the clients. In 2021, I pursued certified financial planner certification from financial planning standard board which is a global organization to promote excellence in financial planning to support the motto.
In 2023, I completed my CFP certification with specialization in the following streams:
Specialization in retirement and tax planning.
Investment planning.
Risk and estate planning.
Integrated financial planning.
Apart from this, I have done certification for the distribution of portfolio management schemes. I ensure to continuous upgrade of knowledge base in order to ensure clients should will served with best of industry standard.
Experience & Qualification
Qualification
CFP
Experience as an Advisor
20 Years
Total work Experience
9 Years
Services and Advisory Offered
Mutual Fund
Portfolio Management Schemes
NPS (National Pension Scheme)
Affiliations
-
Not Specified
Awards & Recognition
-
Not Specified
Address
Anmol
613-A,
behind Lakshmi Narayan Mandir,
Gandhinagar,
Jammu,
Jammu & Kashmir, 180004
LICENSE
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Mutual Fund -
ARN No.
130137 - Validity -
01-01-2025
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