P Vinayakam
Seasoned investment professional with over 20 years of experience in equity research, portfolio management, and financial modelling
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About
Seasoned investment professional with over 20 years of experience in equity research, portfolio management, and financial modelling. Proven expertise in managing HNI portfolios, conducting sectoral analysis, and delivering actionable investment strategies. Seeking a PMS Fund Manager role to leverage analytical acumen and client-centric approach in driving superior portfolio performance.
Experience
Independent Analyst (NISM Certified) at Self-employed (2019-04 – Present)
- Conducted independent equity research and investment advisory
- Cleared NISM Research Analyst & Investment Advisor Level-2 certifications
Equity Analyst at Acumen Wealthcare Solutions Pvt Ltd (2017-02 – 2019-03)
- Managed HNI portfolios with AUM of ₹12 Crores
- Delivered daily and weekly market updates
- Initiated coverage and valuation of listed companies
Equity Analyst at Spearhead Finserve Ltd (2014-08 – 2015-08)
- Developed investment strategies for HNI clients
- Authored market updates and stock recommendations
Senior Analyst at HBJ Capital (2012-10 – 2014-07)
- Led sectoral research and client advisory
- Presented investment ideas to institutional clients
Analyst & Associate at Cholamandalam Securities Ltd (2007-02 – 2012-09)
- Initiated stock coverage and built financial models
- Created investor newsletters and supported research desk
Branch Head & Dealer at Paterson Securities Pvt Ltd (2001-06 – 2007-01)
- Managed branch operations and client acquisition
- Executed trades and ensured compliance
Audit Assistant at Lingam & Co. (1999-08 – 2001-05)
- Assisted in financial audits and reporting
Education
MBA in Finance – DY Patil Vidyapeeth Centre for Online Learning
B.Com – Yadava College, Madurai
