Sri Subhash Yerneni Email and Phone Number
”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...
Vika Wealth
View-
Managing PartnerVika Wealth Apr 2023 - PresentHyderabad, Telangana, India
-
Assistant Vice President- Client RelationsAvendus Dec 2020 - Apr 2023Hyderabad, Telangana, India1) 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. -
Cluster Head- Ap & TelanganaEdelweiss Wealth Management Oct 2018 - Dec 2020Hyderabad Area, India• 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 -
Relationship ManagerKotak Mahindra Bank, Aditya Birla & Standard Chartered Jan 2011 - Sep 2018Hyderabad, Telangana, India1) 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
Sri Subhash Yerneni Skills
Sri Subhash Yerneni Education Details
-
Investments -
Vivekanda College Of Pg StudiesBachellors In Commerce
Frequently Asked Questions about Sri Subhash Yerneni
What company does Sri Subhash Yerneni work for?
Sri Subhash Yerneni works for Vika Wealth
What is Sri Subhash Yerneni's role at the current company?
Sri Subhash Yerneni's current role is Founder, Vika Wealth || Assisting Families In Achieving Financial Goals || Ex- Avendus, Edelweiss, Kotak Wealth|| Family Office || Private Banker || Asset Allocator || Financial Blogger.
What schools did Sri Subhash Yerneni attend?
Sri Subhash Yerneni attended University Of Central Lancashire, Vivekanda College Of Pg Studies.
What skills is Sri Subhash Yerneni known for?
Sri Subhash Yerneni has skills like Powerpoint, Public Speaking, Personal Development, Windows, Financial Planning, Photoshop, Teaching, Alternate Investment Funds, English, Negotiation, Team Management, Strategic Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial