Shravan Kumar Sreenivasula, CFA

CEO

Mumbai, Maharashtra, India23 yrs 3 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Stackforce AI infers this person is a seasoned professional in Wealth Management and Investment Banking.

Portfolio ManagementInvestment BankingInvestment StrategyFund Management

Business AnalysisFinancial ModelingValuationBusiness StrategyEquitiesCapital MarketsLeadershipStrategyResearchCommunication

2 roles

Promoted

Jun 2021 – Present · 4 yrs 9 mos

I drive the investment solutions for clients at Avendus Wealth. These bespoke solutions for the UHNIs & treasuries are provided leveraging extensive product understanding, investment experience & sourcing capabilities across the firm across various asset classes. I also look at our Public market offerings. We endeavor to work with best in class managers in their respective area of focus.

Portfolio ManagementBusiness AnalysisFinancial ModelingValuationBusiness StrategyEquities+4

Jul 2018 – Jun 2021 · 2 yrs 11 mos

Leveraging the decade long experience in the Fund Management industry to Wealth Management now. The experience of investment strategy, research, communication and fund management would help in identifying right opportunities for various market conditions. As of Jun'18 (when I moved on from fund management), 3/5 funds with more than 85% AUM were rated 5 & 4 star by ValueResearch. Excited to start the new journey with expanded basket of products and growing client base at a highly energetic work environment

Investment StrategyResearchCommunicationFund Management

Nov 2014 – Jun 2018 · 3 yrs 7 mos · Mumbai Area, India

The awesome team at Aditya Birla Sunlife Mutual Fund has assisted me in finding answers to happenings in the market and assigning a method to the madness. I handled the investment strategy, research & communication at the fund house. I also managed the fund of funds platform that invests in both equity and debt markets. As of Jun'18 (the time I moved on from the funds), 3/5 funds constituting 85% of the AUM were rated 5 & 4 stars by ValueResearch which validates my belief in long term investing for consistent performance

Investment StrategyResearchCommunicationFund Management