Surendhar Kumaran

Surendhar kumaran

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location of Surendhar KumaranMumbai, Maharashtra, India
Followers of Surendhar Kumaran484 followers
  • Timeline

  • About me

    Risk Specialist

  • Education

    • Cfa institute, usa

      2013 - 2019
      Passed level 1 cfa exam june 2014
    • Anna university

      2007 - 2009
      Master of business administration (mba)
    • Shri andal alagar college of engg

      2002 - 2006
      B.e (electronics & communication)
    • Sri vidya mandir mhss

      1999 - 2002
  • Experience

    • Finerva financial services

      Apr 2009 - Apr 2010
      Research analyst

      Handled portfolios of 15 clients and managed their investments in accordance to their Goals , Dreams and Commitments.

    • Saravana stocks pvt ltd

      Jun 2010 - Mar 2012
      Technical analyst

      Developed Trading strategies using technical analysis by historical tasting and Implemented in the Real time trading successfully for clients.

    • Siva ventures limited

      Mar 2012 - Feb 2013
      Equity trader

      Managed corpus of $200000 in NYSE & NASDAQ

    • Treeline business solutions p l

      Mar 2013 - Jan 2016
      Analyst

      Analysing the companies listed in the Tadawul Stock Exchange , Saudi Arabia

    • J.p. morgan

      Jan 2016 - Nov 2018
      Team leader

      Working in Prime Brokerage Team, part of Corporate Investment Bank. To assist Hedge funds in setting up settlement instructions in the internal systems.

    • Tvs-imm

      Dec 2018 - May 2020
      Manager - client relationship

      Manage client’s Investment portfolio Send client relevant information on the funds they invested Prepare monthly, quarterly and annual MIS reports for clients and update the same Handle Corporate Sessions on Financial Wellness and Financial Planning

    • Murbiha holdings family office

      Jul 2020 - Dec 2020
      Research analyst

      Prepared presentation on various Hedge Funds to the Investment Committee Prepared Technical Analysis reports for holdings in Saudi Arabian and US Market Portfolio on periodical basis Created financial model and calculated intrinsic value of firm using Discounted cash flow (DCF) and sensitivity analysis.

    • Theindianequities.blogspot.com

      Jan 2021 - now
      Trader
  • Licenses & Certifications

    • Ncfm

      Nseit
      Dec 2013