Korlipara Vikas Gupta
Korlipara Vikas Gupta is an Indian Mutual Fund Distributor, Investment Professional and entrepreneur, and the founder of Vikash Capital, a financial services practice focused on mutual fund distribution, investment solutions, and financial education.
Vikas developed a strong interest in financial markets and investing during his B.Tech years. His investment journey began in 2019, with an interest in the stock market, swing trading, stock investing, and long-term wealth creation.
Over time, his personal interest in financial markets developed into a professional ambition to help individuals and families understand investing and approach wealth creation in a structured manner. This led to the establishment of Vikash Capital, through which he focuses on mutual fund distribution and investment solutions.
Vikas began his professional career in financial services in November 2024 and has since built a growing client practice. He currently serves 350+ clients, including HNI clients, with investors across eight countries. His professional approach focuses on understanding an investor's financial goals, risk profile, investment horizon, and individual requirements before structuring appropriate mutual fund investment solutions.
Early Life and Interest in Finance
Korlipara Vikas Gupta developed a strong interest in finance and financial markets during his academic years. While pursuing his B.Tech, he developed a particular interest in the stock market, including swing trading, buying stocks, and long-term stock investing. His interest gradually expanded from personal investing to understanding how financial markets and investment products could help individuals and families work towards long-term wealth creation. This interest eventually became the foundation for his professional journey in financial services and the development of Vikash Capital.
Education
Korlipara Vikas Gupta completed his B.Tech from Geetanjali College of Engineering & Technology. Alongside his formal education, he has continued to develop his professional knowledge through industry-based training and learning programs covering financial planning, mutual funds, asset allocation, retirement planning, estate planning, investment strategy, and wealth creation.
Certifications and Professional Training
Korlipara Vikas Gupta holds the following certifications and has completed the following professional training programs:
- CFGP® – Chartered Financial Goal Planner®, conducted by the American Academy of Financial Management (AAFM)
- AFGP® – Advanced Financial Goal Planning, conducted by the American Academy of Financial Management (AAFM)
- Key Aspects of Estate Planning, conducted by Franklin Templeton Asset Management
- AI Strategy & Implementation Training, conducted by HDFC Asset Management Company Limited (HDFC AMC)
- Mastering the Retirement Math, conducted by UTI Asset Management Company Limited (UTI AMC)
- Financial Planning & The Art of Asset Allocation, conducted by BNP Paribas Asset Management India Private Limited
- Professional Training & Achievement Programs, conducted by DSP Asset Managers Private Limited (DSP Mutual Fund)
These programs have contributed to his knowledge and understanding of financial planning, mutual funds, asset allocation, retirement planning, estate planning, investment strategy, and wealth creation.
Career
Korlipara Vikas Gupta's professional career in financial services began in November 2024, building upon his investment interest and experience dating back to 2019. His initial interest in the stock market included swing trading, stock investing, and long-term investing. As his understanding of financial markets developed, he became increasingly interested in helping individuals understand investing and build a structured approach to wealth creation.
This vision led to the establishment of Vikash Capital, his financial services practice focused on mutual fund distribution and investment solutions. Through Vikash Capital, Vikas works with individuals, families, and HNI clients to understand their financial goals, risk profiles, and investment requirements, and to structure suitable mutual fund investment solutions. He currently serves 350+ clients, including HNI clients, with investors across eight countries.
Vikash Capital
Vikash Capital is a financial services practice founded by Korlipara Vikas Gupta, focused on mutual fund distribution, investment solutions, financial planning, and investor education. The practice aims to help individuals and families approach investing through a structured process based on their financial goals, risk profile, investment horizon, and overall requirements. Vikash Capital serves a diverse client base that includes individual investors, salaried professionals, business owners, and HNI clients.
Areas of Professional Expertise
Korlipara Vikas Gupta's professional areas of focus include:
- Mutual Fund Distribution
- Investment Planning
- Financial Planning
- Risk Profiling
- Asset Allocation
- Retirement Planning
- Estate Planning
- Goal-Based Investing
- Long-Term Wealth Creation
- Investor Education
- Financial Markets
- Investment Strategy
Achievements
- Founded Vikash Capital, a financial services practice focused on mutual fund distribution and investment solutions.
- Built a client practice serving 350+ clients.
- Serves clients and investors across eight countries.
- Developed investment experience and interest in financial markets since 2019.
- Began his professional career in financial services in November 2024.
- Holds the CFGP® (Chartered Financial Goal Planner®) certification from the American Academy of Financial Management (AAFM).
- Holds the AFGP® (Advanced Financial Goal Planning) certification from the American Academy of Financial Management (AAFM).
- Is an AMFI Registered Mutual Fund Distributor.
- Completed professional training programs conducted by Franklin Templeton Asset Management, HDFC Asset Management Company Limited, UTI Asset Management Company Limited, BNP Paribas Asset Management India Private Limited, and DSP Asset Managers Private Limited.
- Continues to focus on financial education and helping investors understand structured, long-term investing.
Investor Education and Digital Presence
Korlipara Vikas Gupta also focuses on financial education through digital content. Under the Smart SIP with Vikas brand, he creates educational content covering topics such as mutual funds, SIPs, investing, personal finance, financial planning, wealth creation, and investment awareness. His objective is to simplify financial concepts and make investment-related information easier for individuals and families to understand. His digital content is published across social media and video platforms, allowing him to reach a wider audience interested in personal finance and investing.
Professional Philosophy
Vikas Gupta's investment approach begins with understanding an investor's financial goals, risk profile, investment horizon, and individual requirements. His broader professional objective through Vikash Capital is to help individuals and families develop a disciplined and structured approach to investing and work towards their long-term financial goals. He believes that investor education and informed decision-making are important components of long-term wealth creation.
Personal Life
Korlipara Vikas Gupta has a strong interest in financial markets, investing, entrepreneurship, financial education, and wealth creation. His interest in stock markets and investing began as a personal interest in 2019 and gradually developed into his professional career in financial services.
External Links
- Official Website – Vikash Capital
- LinkedIn – Korlipara Vikas Gupta
- YouTube – Smart SIP with Vikas
- Instagram – Smart SIP with Vikas
- Facebook – Korlipara Vikas Gupta
