P Vinayakam

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.

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

MBA in Finance – DY Patil Vidyapeeth Centre for Online Learning

B.Com – Yadava College, Madurai