Investment Advisor
Current> Financial Planning: Needs evaluation, Custom solution creation, Investment Advisory> Wealth Creation: Investment Analysis, Investment execution, Oversight, Relationship Strengthening
Jul 2024 - Present
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Srini Parthasarathy Email & Phone Number
Investment Advisor | Wealth Planning and Management |
at
IME Capital
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Advisor | Wealth Planning and Management |
Location
Bengaluru, Karnataka, India
Who is Srini Parthasarathy? Overview
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Quick answer
Srini Parthasarathy is listed as Investment Advisor | Wealth Planning and Management | at IME Capital, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Srini Parthasarathy.
Srini Parthasarathy previously worked as Investment Advisor at Ime Capital and General Manager Sales and Operations at Datasensor India Private Limited. Srini Parthasarathy holds Bachelor Of Engineering (B.E.) from R. V. College Of Engineering, Bangalore.
Company email context
Email format at IME Capital
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IME Capital
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Profile bio
About Srini Parthasarathy
Over my 17 years in Sales, Financial Planning, Operations, Entrepreneurship, and Investing, I’ve encountered both the highs and lows of the corporate and business world. These experiences have taught me a crucial lesson: effective financial planning is essential for long-term security.I’ve come to understand the importance of keeping personal and business wealth distinct. Businesses and jobs can be unpredictable, and their fluctuations shouldn’t dictate your financial future. By investing wisely and planning strategically, you can build a robust financial foundation that supports you through any career changes.Having navigated through various business successes and setbacks, I deeply relate to the challenges and triumphs that come with managing finances in a dynamic environment. This firsthand experience allows me to offer genuine empathy and tailored insights for your financial journey. If you're looking for someone who truly understands the complexities of balancing personal and business finances, let's connect and explore how we can secure and enhance your financial future together.
Current workplace
Srini Parthasarathy's current company
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7 roles
Srini Parthasarathy work experience
A career timeline built from the work history available for this profile.
General Manager Sales And Operations
Datasensor India Private Limited
> Business operations: Accounting, P&L, Cash flow, Collections, Inventory, Strategy, Channel partner mgt.> Systems: Business processes, Team and Org Performance dashboard> Consultative Sales: Needs evaluation, Break even analysis, Custom solution creation
Aug 2022 - Jul 2024
Partner
Bengaluru Brass Works (Manufacturers Of Brass Lpg Gas Valves)
> Business Operations: Accounting, P&L, Cashflow, Collections, Strategy; Managed team of 40 staff> Business Systems: Production processes, Inspection processes, Business processes
Nov 2015 - May 2022
Authorized Dealer
> Business operations: Accounting, P&L, Cashflow, Collections; Managed 23 personnel across 9 districts> Sales operations: Pipeline management, Salesmen incentive schemes, Performance evaluation > Sales Revenue: 20% market share in 2 years, Spare Parts Turnover of Rs 36 Lakhs per annum> Marketing: Road shows, Customer events, Product demos, Industry meets.
Dec 2011 - Nov 2015
Asst. Manager - Sales & Marketing
> Pre Sales operations: RFQ, negotiation support, pipeline management> Forecasting: Sales volume projection, Turnover projections, Collection & Cashflow projection> Marketing: Voice of customer, product benchmarking, field testing, GTM strategy, marketing budget management, Org Branding, Sales collateral, Equipment branding, digital footprint and trade.
Jul 2009 - Jan 2012
Sales Specialist
> Sales Operations: Field sales, Key account management, Sales team management, Field marketing campaigns> Revenue: Collections
Jan 2008 - Jan 2009
Executive - Process Engineering
> Cost reduction by minimizing waste, through production process monitoring and improvements
Aug 2006 - Jan 2008
4 education records
Srini Parthasarathy education
Bachelor Of Engineering (B.E.)
Cfp Candidate
Financial Planning Standards Board
Bachelor Of Commerce - Bcom
Education record
Kodaikanal International School
FAQ
Frequently asked questions about Srini Parthasarathy
Quick answers generated from the profile data available on this page.
What company does Srini Parthasarathy work for?
Srini Parthasarathy works for IME Capital.
What is Srini Parthasarathy's role at IME Capital?
Srini Parthasarathy is listed as Investment Advisor | Wealth Planning and Management | at IME Capital.
Where is Srini Parthasarathy based?
Srini Parthasarathy is based in Bengaluru, Karnataka, India while working with IME Capital.
What companies has Srini Parthasarathy worked for?
Srini Parthasarathy has worked for Ime Capital, Datasensor India Private Limited, Bengaluru Brass Works (Manufacturers Of Brass Lpg Gas Valves), Mahindra & Mahindra, and St Engineering.
How can I contact Srini Parthasarathy?
You can use AeroLeads to view verified contact signals for Srini Parthasarathy at IME Capital, including work email, phone, and LinkedIn data when available.
What schools did Srini Parthasarathy attend?
Srini Parthasarathy holds Bachelor Of Engineering (B.E.) from R. V. College Of Engineering, Bangalore.
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