Umesh Gupta

Executive Director and Head of Equities – PMS, Avendus Wealth Management

Umesh Gupta has over 19 years of work experience into portfolio management, equity research and business analysis. He is based in Mumbai.

At Avendus, he heads the equity Portfolio Management Services (PMS) and specializes in bottom-up stock picking with a track record of delivering substantial returns to High Net worth Individual (HNI) clients managing their PMS in his long spanning career.

Prior to joining Avendus, Umesh worked with Reliance Wealth Management for 8 years where he was instrumental in running PMS and grew the Asset Under Management (AUM) from around INR 100 crore to INR 1500 crore through portfolio performance and supporting relationship managers in new client acquisitions across India and Middle East markets. He along with his team also ran an advisory mandate for an India dedicated offshore fund based out of Luxemburg, the World Investment Opportunities Fund, a fund that was rated 5- star by Morningstar. He has worked with Dalal & Broacha Stock Broking, Sharekhan and Cholamandalam Investment & Finance, in various roles such as Research Analyst, Credit Executive and Business Analyst.

Umesh holds an MBA degree from IMT, Ghaziabad and has done his Bachelor of Commerce from Kurukshetra University, Haryana.


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