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VINAYAK SAVANUR, CFP® , MBA (FIN), SEBI (RIA)

VINAYAK SAVANUR, CFP® , MBA (FIN), SEBI (RIA)

EQUITY DEALER

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location of VINAYAK SAVANUR, CFP® , MBA (FIN), SEBI (RIA)Hubli, Karnataka, India

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  • Timeline

  • Skills

    Analysis
    Capital Markets
    Certified Financial Planner
    Commodity
    Communication
    Derivatives
    Equities
    Equity Derivatives
    Equity Research
    Equity Research Analysis
    Equity Trading
    Financial Markets
    Financial Modeling
    Fundamental Analysis
    Hedging
    Investment Advisory Services
    Investments
    Negotiation
    Options
    Personal Financial Planning
    Portfolio Management
    Technical Analysis
    Trading
    Trading Strategies
    Trading Systems
    Valuation

  • About me

    Namaste! 🙏 I am Vinayak Savanur, an investment strategist, wealth advisor, and financial educator committed to helping individuals achieve financial independence. As the Founder & CIO of Sukhanidhi Investment Advisors, I specialize in holistic financial planning, wealth creation, and research-driven investment strategies tailored to long-term success. With over 13 years of experience in stock markets, my passion for numbers and market dynamics has shaped my journey. What started as curiosity evolved into a mission—to empower investors with the right strategies for financial growth. As a SEBI-registered Investment Advisor (RIA) and Certified Financial Planner (CFP^CM), I uphold the highest standards of financial planning worldwide. My approach is rooted in ethical, client-centric, and research-backed investing, ensuring my clients' financial goals are met with clarity and confidence. Beyond advisory, I am an active financial writer and a guest columnist for Moneycontrol.com. My insights have also been featured in Mint, Times of India, Vijayavani, ClubIndia, and other leading publications. I write on personal finance, wealth-building principles, and quality investing strategies, helping individuals make informed financial decisions. At Sukhanidhi, my vision is clear—to simplify finance, navigate market complexities, and build lasting wealth for my clients. Let’s grow wealth, the right way! 🚀

  • Education

    • FPSB India

      -
      CERTIFIED FINANCIAL PLANNER (CFP) Personal Financial Planning

      • Retirement Planning• Insurance Planning• Investment Planning• Vacation Planning• Goal Based Planning• Children's Education Planning• Children's Marriage Planning• Estate Planning• Emergency Fund

    • RAJRAJESWARI COLLEGE OF ENGINEERING (VTU)

      2008 - 2011
      Master Of Business Administration; MBA Finance

    • JAGADGURU GANGADHAR COLLEGE OF COMMERCE

      2005 - 2008
      Bachelor Of Commerce ACCOUNTANCY

  • Experience

    • SHIVGANGA FINANCIAL SERVICES

      Jun 2011 - Dec 2011
      EQUITY DEALER

      Trading in NSE (National Stock exchange), BSE (Bombay Stock Exchange)Execute strategies like OPTIONS, ARBITRAGING, HEDING to enhance results.Punching orders on behalf of clients & managing their trade positions.

    • Day Gains

      Mar 2012 - Jul 2014
      RESEARCH ANALYST - Commodity

      • Identifying Trends, Support & Resistance chartpattern by using Technical Analysis & generate Intraday /Swing/Delivery/commodity Calls (BULLIONS, BASE METALS,ENERGY,ETC)• Constantly tracking these technically and fundamentally. Preparing daily as wellas weekly outlook. Solving client query regarding their open position & suggestingthem is it the right time to make fresh long/short position or hold/exit positionsaccordingly.• Analyze international markets for each commodity by looking at the broadermacro-economic fundamentals, demand- supply dynamics and adoptingimplementation plan for initiatives that will help customers to make higher returns& capitalize opportunities in the market.• To generate daily Intraday / positional Calls with high accuracy/hit ratio.• Identifying trend reversal patterns.• Applying different studies & indicators to the charts & there by picking theaccurate stock to BUY or SELL.• Doing Market Research for commodities and gathering information about arrivals,export and import demand etc. Calculation of risk and suggesting the investmentinstruments to the clients.• Advising various financial investment products to the clients according to theirrisk appetite. Show less

    • Eclerx Services Limited

      Aug 2014 - Feb 2016
      SENIOR FINACIAL ANALYST- INVESTMENT BANKING OPERATIONS

      PORTFOLIO RECONCILIATION Key Responsibilities:-• Performs daily reconciliation across classes for the EMEA time zones as required.• Agree on a regular reconciliation schedule with external counterparties through the use of TRIRESOLVE (Reconciliation Platform).• Ensure that all MTM differences are identified and recorded..• Assist in mitigation of credit risk and Evaluation and rebalancing of large cap individual stock portfolios through the use of TRIRESOLVE (Reconciliation Platform).• Identifying the root cause of high MTM discrepancy by liaising with counterparty and product control team.• Working closely with the derivative pricing in reviewing counterparty valuation meth-ods for the OTC to understand the difference arise from modeling variances.• Regular contact with broker, asset manager, vendor and third party agents to ensure timely reporting of trade information and prompt resolution of any outstanding issue.• Monitoring difference in relation to EMIR dispute reporting threshold.• Identifying, investigating and escalating collateral disputes and discrepancies through calling of margin at a portfolio level.• Liaising with internal team and counterparty for the Entity mis booking issue.• Resolves MTM differences by liaising with concerned department like Product control, Middle Office ,Front office Income, Documentation, Legal, Finance ,Technical Knowledge, Information technology teams to clear breaks.• Ensure adequate controls and segregating of duties placed.• Management of the team email inbox. Show less

    • SINHASI CONSULTANTS PVT LTD

      Mar 2016 - Dec 2016
      Certified Financial Planner

    • MoNey MinTing ManTra

      Jan 2017 - Sept 2020
      Founder & Chief Financial Planner

    • TiE Hubli

      Jan 2018 - Oct 2020
      Member

    • Moneycontrol.com

      Apr 2018 - now

      Check out my latest articles

      • Guest Columnist

        Aug 2020 - now

      • Articles Contributor

        Apr 2018 - Aug 2020

    • Toastmasters International

      Jul 2019 - Dec 2019
      Vice President Public Relations

    • SUKHANIDHI INVESTMENT ADVISORS

      Nov 2020 - now
      Founder & CIO

    • TiE Bangalore

      Sept 2022 - now
      Member

    • Young Indians

      Mar 2024 - now
      Member

  • Licenses & Certifications

    • Capital Market (Dealer) Module

      NSE

    • Certified Market professional (NCMP)

      NSE

    • Derivative (Dealer) Module

      NSE

    • Equity Research and Corporate Valuation

    • Financial Market (Beginners) Module

      NSE

    • Fundamental Analysis

      NSE

    • CFP Certification - Global Excellence in Financial Planning

      Financial Planning Standards Board Ltd.
      Feb 2016
      View certificate certificate

    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      Feb 2016
      View certificate certificate

  • Honors & Awards

    • Awarded to VINAYAK SAVANUR, CFP® , MBA (FIN), SEBI (RIA)
      ' SPOT ' AWARD Eclerx Services Limited Jan 2015 Appreciation for demonstrated excellence in the work as well as Identifying the requirement of Query Management System (QMS) and successfully implementing the QMS in the process.