Vikas Gupta — Head of Equity · HCL Family Office

Vikas Gupta — Head of Equity · HCL Family Office · Delhi, India.

Direct contact

No direct contact on file for Vikas yet.

About

Experienced Equity Fund Manager with a demonstrated history of working in the financial services industry. Skilled in Equity Research, Fund Management, Credit Research and Corporate Banking.

Experience

Head of EquityCurrent
HCL Family Office · Noida
Jul 2024 – Present
Assist the Director-Treasury to manage funds, formulate investment policy, build strategy and contribute towards asset allocation. Manage equity portfolio, evaluate listed as well as unlisted stocks. also evaluated other asset classes such as gold and real estate. Established entire research setup in the company, building portfolio, presenting in front of the Investment Group.
Head of Equity
Care Health Insurance · Gurugram, Haryana, India
Sep 2021 – Jun 2024

Education

Symbiosis Institute of Business Management, Pune — MBA, Finance · 1999 – 2001
Institute of Cost and Work Accountants of India — ICWAI - final 1, Cost Accounting · 1994 – 1997

Skills

Corporate FinanceInvestmentsBankingCreditEquity ResearchCapital MarketsValuationInvestment BankingFinancial ModelingEquitiesEquity Valuation