Hello, My name is Punit Gupta an experienced financial planner with over 13 years of experience in the field. I began my journey in finance planning in 2008 and have built a thriving career by providing expert advice to clients looking to manage their finances efficiently.
In addition to my extensive experience, I also have an MBA degree, which has equipped me with the knowledge and skills required to analyze market trends, create financial plans, and manage investments more effectively.
I have a reputation for being a reliable and trustworthy financial advisor, and many of my clients have reported achieving greater financial stability and security as a result of my counsel. My ability to communicate complex financial concepts in an accessible way has made me a sought-after expert in the field of finance, and I am often called upon to share my insights at industry events and seminars.
As someone who is passionate about helping individuals and businesses achieve their financial goals, I always seek new ways to optimize investments and maximize returns. I understand the importance of staying informed about industry changes and keeping up with the latest financial products and services, and I am committed to ongoing learning and development.
In summary, My extensive experience in financial planning, coupled with my MBA degree, makes me a formidable force in the finance industry. My clients have come to rely on my knowledge and expertise, and I am a respected figure in my field.
MY philosophy
1) First half of the life work for the money and second half of the life money should work for you.
2) First half of the life live like a labor and rest of the life be like a king.
3) First half of the life work with compulsion and rest of the life work with passion.
Akshyatritiya is a financial advisory portal that offers you the best financial deals. We are serving more than 500 families, more than 1500 client. Akshyatritiya has been formed by the culmination of a long standing relationship with the leading financial management and advisory companies offering there mutual funds and insurance products . We help you understand your financial objectives and make appropriate plans to realize them.
ABOUT ZBLUE CONSULTANCY
• Work with brokers and underwriters to executive financial plans including the purchase of insurance, equities, bonds, mutual funds and
exchange traded funds.
• Well-trained to help individuals or organizations make wise financial decisions utilizing latest information on market trends and stock values.
• Provide superior analytical/numerical aptitude and analyze/identify trends using key market metrics.
• Meet with customers to review financial situation and create investment strategies that help them achieve their long term goals.
• Research securities to determine value by analyzing financial statements, corporate filings and earnings reports.
• Diagnose equity price charts to determine trends, support and resistance.
• Review client accounts periodically to identify need for plan adjustments.
• Proactively partnering with clients regarding collection, reviewing, and distribution of due diligence items necessary for successful loan closures.
• Consultancy with the help of financial institutions and brokers to buy high value assets, securities and private placements.
• Strong understanding of financial investments, securities analysis, equities, fixed income and corporate bonds.
• Manage the negotiation and execution of investment trades on multiple exchanges covering foreign exchange, Commodities, stocks and fixed income.
• Implement corporate trading strategies and execute external client trading services.
• Trade a variety of investment vehicles including commodity futures, FOREX, equities, options and bonds.
• Helping customers build their stock portfolios by providing an in-depth analysis of capital markets.
• Dealing with all range of financial product i.e. Mutual fund, Life & Health Insurance, Investment in Direct Equity, Commodity & Currency, Debt & Equity PMS , All kind of Debt instrument ( Corporate FDs, Infrastructure Bond & Government Bonds)
Everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice. I believe that personalized service is essential when matching clients with the right financial security products and services.
As a Financial Security Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals.
Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
