Principal responsibility as Regional Head - Mumbai is to deepen existing Client relationships, bring in new clients, expand the debt product offering and increase value addition to clients thereby bringing in higher revenues from Clients in Maharashtra & Goa. Additional role as Chief Strategist requires formulation of Investment strategies for the Company and other related tasks.

A role combining Business Development, Research, providing advise on Proprietary Investment Portfolio and supporting Top Management towards meeting its key strategic objectives.

I joined the firm to set up its Investment Advisory Department. I was heading a team of three Investment Advisers. Our clientele was Institutional and included several Co-operative Banks, Provident Funds, Educational Institutions, Regional Rural Banks, Port Trusts and other Statutory bodies. Clients spanned the length & breadth of the country.

IRIS Business Services is a technology company which has proven expertise in the financial information management space. The firm is among the earliest to provide full professional XBRL products and solutions to global organisations. I was involved as a Consultant for their Data Consumption Division

Student Representative for PGPEX (now MBAEx) batch 8

Vice President – Equity Research July 2007 – Sept 2012 (Mumbai)• Headed the Institutional Equity Business from 2010 onwards – oversaw Sales, Dealing & Research Output for Institutional Investors• Headed the Technical Research Desk until 2010 – oversaw all research output from a team of Analysts• Played an advisory role with regard to the firm’s Proprietary Equity InvestmentsSenior Associate Vice President – Equity Research March 2000 – July… Show more Vice President – Equity Research July 2007 – Sept 2012 (Mumbai)• Headed the Institutional Equity Business from 2010 onwards – oversaw Sales, Dealing & Research Output for Institutional Investors• Headed the Technical Research Desk until 2010 – oversaw all research output from a team of Analysts• Played an advisory role with regard to the firm’s Proprietary Equity InvestmentsSenior Associate Vice President – Equity Research March 2000 – July 2007 (Mumbai)• Headed the Technical Research Desk, reviewed performance & guided a team of Analysts • Instrumental in designing & launching a Multi-Asset Weekly Technical Research Product which covered Equity, Debt, Commodities and Forex markets in 2006 – among the earliest in India to do so• Amongst the earliest in India to take a view on Interest Rates by applying technical research on traded GOI securities• Managed part of Proprietary Funds using Technical Analysis• Managed the Equity Portfolio Funds of ClientsHead – Chennai Branch (May 1996 - Mar 2000), Associate - Bengaluru (Sep 1995 - Apr 1996)• Responsible for the performance of a team of six• Dealt with Insurance Companies, Provident Funds, Banks, Mutual Funds, NBFCs in the TN, AP and Kerala region for their Investments in Debt • Made presentations to Public Sector Corporates and Govt Officials in TN and AP for mobilization of funds through issuance of Bonds• Played a key role in getting Bond mandates from 2 Central PSUs• Advising exempted Pension & Provident Fund Trusts in Bengaluru on their Investments in Debt Instruments as per their statutory pattern Show less

Time Office & Administration responsibilities