Kritika Gupta

A dedicated and detail-oriented B.Com graduate with 8 months of experience in mutual fund operations. Certified in NISM Series V-A and NISM Series VII, with hands-on experience in client onboarding, mutual fund operations, KYC processing, portfolio reporting, EUIN management, and investor servicing.

Mutual Fund Operations Executive - Finowise Freedom LLP

• Processed mutual fund operational requests through MF Central, NJ Partner Desk, NSE, BSE, CAMS, and KFintech.
• Managed client onboarding and investor services, including KYC verification, nominee updates, email ID/mobile updates, bank detail changes, and mandate status verification.
• Prepared client portfolio, valuation, SIP/STP/SWP, and AUM reports.
• Generated MIS reports including Net Sales, Net SIP, SIP Reconciliation, and SIP Bounce reports.
• Prepared review sheets using Ngen, Advisorkhoj, and NJ Partner Desk.
• Handled Invalid EUIN, EUIN Remediation, and EUIN Renewal processes.
• Assisted in folio consolidation, transmission, switch, redemption, and other mutual fund service requests.

B.Com - Commerce - NES Ratnam College of Arts, Science and Commerce (2025)

HSC - NES Junior College (2022)

SSC - NES High School (2020)