S

Sujata Iyer

CEO

Bengaluru, Karnataka, India21 yrs 1 mo experience

Most Likely To SwitchHighly Stable

Key Highlights

Over a decade of experience in quantitative research.
Passionate advocate for financial literacy and inclusivity.
Expertise in personal finance and investment strategies.

Stackforce AI infers this person is a seasoned professional in Fintech with a strong focus on investment strategy and financial literacy.

Contact

Skills

Core Skills

Investment AdvisoryPortfolio Management

Other Skills

Investment StrategyPortfolio constructionEvaluating Investment optionsHNI Investment needsPersonal FinanceMarket ResearchQualitative ResearchQuantitative ResearchMarketing ResearchResearch DesignAnalysisFrenchSPSSAdvertisingPrimary Research

About

Quantitative Research got me connected with people and numbers for a very interesting decade and more. Now those very numbers help me add meaning in a different world of Personal Finance and Money Management. Passionate about spreading awareness on Financial Literacy and inclusivity across people of varied backgrounds, I belief everyone needs to understand the importance of knowing and being involved in your own and your family's money matters. Coz eventually when you stop working , your money needs to start working for you.

Experience

Happy investor finserv llp

Head Research & Strategy

Apr 2019 – Present · 7 yrs · Bangalore Urban, Karnataka, India

Investment Strategy, Portfolio construction, Portfolio Management, Evaluating Investment options, HNI Investment needs

Investment StrategyPortfolio constructionPortfolio ManagementEvaluating Investment optionsHNI Investment needsInvestment Advisory

Self employed

Market Research Consultant

Jan 2016 – Mar 2019 · 3 yrs 2 mos · Bangalore

Markelytics solutions

Director - Research

Jul 2014 – Dec 2015 · 1 yr 5 mos · Bangalore

Arabian researech bureau

Research Manager

Jul 2010 – Apr 2012 · 1 yr 9 mos · Muscat , Oman

Red house marketing

Manager - Strategy and Planning

Jun 2005 – Jun 2007 · 2 yrs · Bahrain

Acnielsen

Consultant - Media and Syndicated Studies

Jun 2000 – Apr 2003 · 2 yrs 10 mos · Bangalore

Org-marg pvt ltd

Senior Researcher

Jan 1993 – Feb 1999 · 6 yrs 1 mo · Mumbai, Bangalore

Education

Symbiosis Institute of Business Management, Pune

Master of Business Administration (M.B.A.) — Marketing

Jan 1990 – Jan 1992

Fergusson College, Pune

BA — Economics

Jan 1985 – Jan 1990

Alliance Francaise

Diploma — French Language and Literature

Jan 1988 – Jan 1989

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