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Srujan Pavuluri

Srujan Pavuluri

Industrial Trainee

Followers of Srujan Pavuluri561 followers
location of Srujan PavuluriGreater Hyderabad Area

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  • Timeline

  • About me

    | CA | CFA Level 3 | SRCC | Investment Advisor | Financial Planner | Wealth Manager

  • Education

    • Shri Ram College of Commerce

      2007 - 2010
      Bachelor of Commerce - BCom (Hons.)

    • The Institute of Chartered Accountants of India

      2010 - 2014
      Member - Associate Chartered Accountant (ACA)

  • Experience

    • BNY Mellon

      Jan 2012 - Jan 2013
      Industrial Trainee

    • Self Employed Trader

      Jun 2016 - Feb 2021
      Options Trader

    • IFAST Financial India Pvt Ltd

      Mar 2021 - Sept 2022
      Person Associated with Investment Advice (PAIA) with iFAST Global Markets

    • PhillipCapital India

      Oct 2022 - now
      Person Associated with Investment Advice (PAIA)

      I advise clients in long-term financial planning, wealth building, goal-based investing, and portfolio management. Wealth Advisory | Mutual Funds | Stocks | ETFs | Bonds | Global InvestmentsPhillip Capital (India) Pvt. Ltd. is a SEBI Registered Investment Adviser.

  • Licenses & Certifications

    • NISM-Series-X-A and X-B: Investment Adviser (Level 1 and Level 2)

      National Institute of Securities Markets (NISM)

    • CFA Institute Charterholder

      CFA Institute
      Aug 2025
      View certificate certificate

    • Options Trading Strategies In Python: Basic

      QuantInsti