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Shilpa Gupta

Shilpa Gupta

Financial Wellbeing Advisor

0.0

(0 reviews)

New Delhi, India

English

0+ sessions

Specialization

Savings & Investment Planning

About

I bring 12+ years of experience in investment consulting, portfolio analysis, institutional client solutions, and financial operations, with strong exposure to multi-asset portfolios, performance reporting, manager research, and business transformation. At Wipro, I led large-scale transitions, team expansion, and reporting automation for institutional clients. Previously at Mercer and TRPC, I supported portfolio analytics, asset allocation, manager selection, and client-facing investment reporting. I am keen to contribute my skills in a remote role supporting global teams

Qualifications

MBA
CFA

Languages

English

Locations

175-176, 3rd Floor, sector 22, pocket 2, Rohini, Delhi