Rishabh Gupta
Manager — Investment at Redefine Wealth
rishabh-bajaj-2388
Noida, Uttar Pradesh, India
Joined April 2026
Summary
Steady, internal progression at a single wealth-management firm since 2017, moving from relationship roles into investment management and then into a managerial position. deepenrich+1
Client-focused portfolio and relationship management: responsibilities include building and maintaining portfolios, assessing client risk appetite, recommending mutual fund investments, and evaluating investment performance. deepenrich+1
Formal finance qualifications supporting advisory work: MBA in Accounting & Finance and a PGPC in Financial Planning and Services. deepenrich
Based in Noida and working at a client-centric, AMFI-registered wealth-management firm (Wealth Redefine) that highlights personalized service and portfolio oversight. wealthredefine+1