Vidya Bala — Co-Founder
Co-founder, PrimeInvestor.in. I have specialised in rating and research of equity and debt mutual funds for the past 7 years and have been analysing stock markets and MFs for the past 14 years. I was part of the team that built a full-fledged robo advisory product at FundsIndia; the first of its kind when it was launched in 2013. Investor engagement, awareness as well as providing tactical investment calls through all forms of digital channels were my primary jobs. Providing scalable advisory and review and rebalancing of portfolios i an automated environment are my strengths. I am also adept in financial planning and advisory for investors through traditional channels.
Stackforce AI infers this person is a Fintech expert with a strong focus on investment advisory and portfolio management.
Location: Chennai, Tamil Nadu, India
Experience: 23 yrs 3 mos
Skills
- Robo Advisory
- Wealth Management
- Mutual Fund Research
- Stock Market Analysis
Career Highlights
- Co-founder of innovative investment platform.
- 14 years of experience in stock market analysis.
- Pioneered India's first robo advisory product.
Work Experience
PrimeInvestor
Co-founder, PrimeInvestor.in (6 yrs 7 mos)
Fundsindia.com
Head of mutual fund research (6 yrs 9 mos)
Business Line (aka The Hindu Business Line)
Chief Research Analyst (7 yrs 4 mos)
Ashok Leyland
Senior Internal Auditor (2 yrs 6 mos)
Education
Chartered Accountant at The Institute of Chartered Accountants of India
M.A Economics at University of Madras
B.Com at University of Madras
