Senior Manager
Current
Aug 2024 - Present
AeroLeads people directory · profile
Samridhi Sureka Email & Phone Number
STEM MBA I ACCA I III Fellow I Wealth & Investment
at
Equirus Wealth
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
STEM MBA I ACCA I III Fellow I Wealth & Investment
Location
Mumbai, Maharashtra, India
Company size
Who is Samridhi Sureka? Overview
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Quick answer
Samridhi Sureka is listed as STEM MBA I ACCA I III Fellow I Wealth & Investment at Equirus Wealth, a company with 26 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Samridhi Sureka.
Samridhi Sureka previously worked as Senior Manager at Equirus Wealth and Director at Narayani Group Of Industries. Samridhi Sureka holds Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies from Washington University In St. Louis - Olin Business School.
Company email context
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Equirus Wealth
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Profile bio
About Samridhi Sureka
Samridhi Sureka is a STEM MBA I ACCA I III Fellow I Wealth & Investment at Equirus Wealth. She possess expertise in microsoft office, teamwork, management, leadership, microsoft excel and 4 more skills. She is proficient in English.
Listed skills include Microsoft Office, Teamwork, Management, Leadership, and 5 others.
Current workplace
Samridhi Sureka's current company
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Equirus Wealth
6 roles
Samridhi Sureka work experience
A career timeline built from the work history available for this profile.
Director
- Created in-house Investment team to use valuation tools resulting to tailore portfolios generating in an alpha of ~ 8% against market Indices over the last 3 yrs each and reduced management expenses by $20K annually
- Generated $100K in cost savings through improved inventory management and decrease in production waste by 1% to reach 6.9% (below industry average of 7%)
- During the onset of COVID, restructured reporting chains to shift the entire administrative department online to enable work from home practices; Implemented emergency safety measures for factory workers such that they.
Dec 2019 - Aug 2024
Summer Intern
- Conducted profitability analysis for client segments to identify inefficiencies and strategized a process to generate higher expected revenue by 58% for the underperforming segments
- Created a new organizational chart with recommendations on creating operation teams for the acquisition and integration of a new business with AUM ~$250M
- Optimized CRM system for client services and management team saving ~4 man hours/week
Jun 2022 - Oct 2022
Research Associate
- Conducted impact analysis for projects; Designed KPI’s and lead process optimization; Recommended process improvement and redundancies leading to cost savings of $5M
- Engineered a process to foster better, more timely communication between teams during a change management project, received excellent client feedback throughout the process
Jun 2019 - Nov 2019
Actuarial Junior Associate
- Developed 8 insurance products that were approved by the Indian Insurance Regulator, IRDAI
- Created 10 insurance offerings with minimum product size of INR 50 M each for ~20 clients (Amazon India, Bosch, etc)
- Engineered and tested a rating system for Fire and Consequential Loss in collaboration with Business Analytics team
May 2018 - May 2019
Intern
- Developed a report on streamlining daily deliverables for 7 employees with potential saving of 24 man-hours/week for each
- Designed a module for training freshers on fundamentals of Indian Health Insurance system
Apr 2017 - May 2017
Team & coworkers
Colleagues at Equirus Wealth
Other employees you can reach at equiruswealth.com. View company contacts for 26 employees →
SJ
Sameer Jan
Colleague at Equirus Wealth
Trivandrum, Kerala, India, India
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TM
Tathagata M.
Colleague at Equirus Wealth
Kolkata, West Bengal, India, India
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AS
Archana Sandeep
Colleague at Equirus Wealth
Mumbai, Maharashtra, India, India
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AT
Ashwini Tendolkar
Colleague at Equirus Wealth
Mumbai, Maharashtra, India, India
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AK
Ashwin Kapil
Colleague at Equirus Wealth
Ahmedabad, Gujarat, India, India
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AS
Ajit Satish Kamble
Colleague at Equirus Wealth
Mumbai, Maharashtra, India, India
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SN
Sushil Nair
Colleague at Equirus Wealth
Ernakulam, Kerala, India, India
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DK
Dilip Kumar Betha
Colleague at Equirus Wealth
Andhra Pradesh, India, India
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PP
Parth Panseriya
Colleague at Equirus Wealth
Ahmedabad, Gujarat, India, India
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AJ
Aayush Jalan
Colleague at Equirus Wealth
Mumbai, Maharashtra, India, India
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Sameer Jan
Colleague at Equirus Wealth
Trivandrum, Kerala, India, India
View →
TM
Tathagata M.
Colleague at Equirus Wealth
Kolkata, West Bengal, India, India
View →
AS
Archana Sandeep
Colleague at Equirus Wealth
Mumbai, Maharashtra, India, India
View →
AT
Ashwini Tendolkar
Colleague at Equirus Wealth
Mumbai, Maharashtra, India, India
View →
AK
Ashwin Kapil
Colleague at Equirus Wealth
Ahmedabad, Gujarat, India, India
View →
AS
Ajit Satish Kamble
Colleague at Equirus Wealth
Mumbai, Maharashtra, India, India
View →
SN
Sushil Nair
Colleague at Equirus Wealth
Ernakulam, Kerala, India, India
View →
DK
Dilip Kumar Betha
Colleague at Equirus Wealth
Andhra Pradesh, India, India
View →
PP
Parth Panseriya
Colleague at Equirus Wealth
Ahmedabad, Gujarat, India, India
View →
AJ
Aayush Jalan
Colleague at Equirus Wealth
Mumbai, Maharashtra, India, India
View →
3 education records
Samridhi Sureka education
Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies
Fellowship, Insurance
Bachelor Of Business Administration - Bba, Accounting And Finance
FAQ
Frequently asked questions about Samridhi Sureka
Quick answers generated from the profile data available on this page.
What company does Samridhi Sureka work for?
Samridhi Sureka works for Equirus Wealth.
What is Samridhi Sureka's role at Equirus Wealth?
Samridhi Sureka is listed as STEM MBA I ACCA I III Fellow I Wealth & Investment at Equirus Wealth.
Where is Samridhi Sureka based?
Samridhi Sureka is based in Mumbai, Maharashtra, India while working with Equirus Wealth.
What companies has Samridhi Sureka worked for?
Samridhi Sureka has worked for Equirus Wealth, Narayani Group Of Industries, Hill Investment Group, Indian Ministry Of Finance, and Digit Insurance.
Who are Samridhi Sureka's colleagues at Equirus Wealth?
Samridhi Sureka's colleagues at Equirus Wealth include Sameer Jan, Tathagata M., Archana Sandeep, Ashwini Tendolkar, and Ashwin Kapil.
How can I contact Samridhi Sureka?
You can use AeroLeads to view verified contact signals for Samridhi Sureka at Equirus Wealth, including work email, phone, and LinkedIn data when available.
What schools did Samridhi Sureka attend?
Samridhi Sureka holds Master Of Business Administration - Mba, Entrepreneurship/Entrepreneurial Studies from Washington University In St. Louis - Olin Business School.
What skills is Samridhi Sureka known for?
Samridhi Sureka is listed with skills including Microsoft Office, Teamwork, Management, Leadership, Microsoft Excel, Business Relationship Management, Prezi, and English.
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