Managing Partner
Current
Apr 2023 - Present
AeroLeads people directory · profile
Sri Subhash Yerneni Email & Phone Number
Managing Partner
at
Vika Wealth
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Who is Sri Subhash Yerneni? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sri Subhash Yerneni is listed as Managing Partner at Vika Wealth, based in Hyderabad, Telangana, India. AeroLeads shows a matched LinkedIn profile for Sri Subhash Yerneni.
Sri Subhash Yerneni previously worked as Assistant Vice President- Client Relations at Avendus and Cluster Head- AP & Telangana at Edelweiss Wealth Management. Sri Subhash Yerneni holds Masters In International Finance And Investment, Investments from University Of Central Lancashire.
Company email context
Email format at Vika Wealth
This section adds company-level context without repeating Sri Subhash Yerneni's masked contact details.
Vika Wealth
Review company-level records connected to Sri Subhash Yerneni before choosing the right outreach path.
Profile bio
About Sri Subhash Yerneni
”Rule No.1: Never lose money. Rule No.2: Never forget rule No.1” -Warren Buffet An astute Investment advisor professional with 15 years of experience in Wealth Management and BankingI help investors in Managing their money for wealth creation through different investment strategiesExperience in Advisory of financial instruments like Investing in Start-Ups, Unlisted, Venture Capital/ Private Equity, Mutual Funds- Equity- Debt, Hedge Funds, Structured Products, Bonds, Advising NRI’s, International Funds, PMS, Special Situation Opportunities, Asset Allocation, Priority Banking, Cash Management, Team Handling and working with different cultures in different countriesGuided an investor in designing a portfolio worth $100MFirm Believer of managing risk well and returns will follow eventually. Managing the P/ L for Telangana and A.PIdentifying talent for recruitmentFinding the investment trends and adding value to portfolio’s by creating strategies as per Client needsMy key competencies are in:1. Individuals and Institutions or Corporate Investment Advisory2. Asset Allocation Strategist 3. Relationship Building and Business Development 4. Creating investment strategies as per Client needs5. Good ListenerIf you want to know more about, how I help you to Maximize Returns and Minimize Risk. Buzz me up!!Will revert at the earliest...
Listed skills include Powerpoint, Public Speaking, Personal Development, Windows, and 19 others.
Current workplace
Sri Subhash Yerneni's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Sri Subhash Yerneni work experience
A career timeline built from the work history available for this profile.
Assistant Vice President- Client Relations
1) Doing asset classes as per the investors risk profile.2) Helping investors in structuring family office. 3) Helping families invest abroad through LRS and Global ETF's. 4) Providing opportunities in New/ Emerging asset classes like Venture Capital, Private Equity, Venture Debt, Distressed assets.5) Helping clients in extending promoter and different financing mechanisms.
Dec 2020 - Apr 2023
Cluster Head- Ap & Telangana
• leading a team of 3 Relationship Managers and 1 service manager in steering growth for the company • Managing profit & loss account for the region, saved 20 lakhs cost by removing unnecessary things for the company • Mentoring and supporting RM’s in achieving their targets Vs their respective Costs • Building strategies for company in bringing costs down•Developed Client acquisition strategies which lifted our sales numbers to different… Show more • leading a team of 3 Relationship Managers and 1 service manager in steering growth for the company • Managing profit & loss account for the region, saved 20 lakhs cost by removing unnecessary things for the company • Mentoring and supporting RM’s in achieving their targets Vs their respective Costs • Building strategies for company in bringing costs down•Developed Client acquisition strategies which lifted our sales numbers to different level Show less
Oct 2018 - Dec 2020
Relationship Manager
Kotak Mahindra Bank, Aditya Birla & Standard Chartered
1) Doing Risk Profiling of the client, so that Risk and Return is managed well. 2) Doing financial planning in achieving goals for clients with different needs & time horizon. 3) Helping clients in doing asset allocation as per their risk profile. 4) Advising HNI's and Treasuries through different investment opportunities like Mutual Funds, PMS, AIF, Structured Credit, Market Linked Debentures Etc.5) Actively updating investors if any macro, micro, black swan events changes so… Show more 1) Doing Risk Profiling of the client, so that Risk and Return is managed well. 2) Doing financial planning in achieving goals for clients with different needs & time horizon. 3) Helping clients in doing asset allocation as per their risk profile. 4) Advising HNI's and Treasuries through different investment opportunities like Mutual Funds, PMS, AIF, Structured Credit, Market Linked Debentures Etc.5) Actively updating investors if any macro, micro, black swan events changes so that portfolios are protected. 6) Giving tactical calls as per the investment opportunities.7) Extending clients different financing like working capital, term loans, foreign currency loans etc. Show less
Jan 2011 - Sep 2018
2 education records
Sri Subhash Yerneni education
Masters In International Finance And Investment, Investments
Bachellors In Commerce
Vivekanda College Of Pg Studies
FAQ
Frequently asked questions about Sri Subhash Yerneni
Quick answers generated from the profile data available on this page.
What company does Sri Subhash Yerneni work for?
Sri Subhash Yerneni works for Vika Wealth.
What is Sri Subhash Yerneni's role at Vika Wealth?
Sri Subhash Yerneni is listed as Managing Partner at Vika Wealth.
Where is Sri Subhash Yerneni based?
Sri Subhash Yerneni is based in Hyderabad, Telangana, India while working with Vika Wealth.
What companies has Sri Subhash Yerneni worked for?
Sri Subhash Yerneni has worked for Vika Wealth, Avendus, Edelweiss Wealth Management, and Kotak Mahindra Bank, Aditya Birla & Standard Chartered.
How can I contact Sri Subhash Yerneni?
You can use AeroLeads to view verified contact signals for Sri Subhash Yerneni at Vika Wealth, including work email, phone, and LinkedIn data when available.
What schools did Sri Subhash Yerneni attend?
Sri Subhash Yerneni holds Masters In International Finance And Investment, Investments from University Of Central Lancashire.
What skills is Sri Subhash Yerneni known for?
Sri Subhash Yerneni is listed with skills including Powerpoint, Public Speaking, Personal Development, Windows, Financial Planning, Photoshop, Teaching, and Alternate Investment Funds.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial