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Subbiah Somasundaram

Subbiah Somasundaram

Intern

Followers of Subbiah Somasundaram1000 followers
location of Subbiah SomasundaramChennai, Tamil Nadu, India

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  • Timeline

  • Skills

    Equities
    Capital markets
    Mutual funds
    Portfolio management
    Investment advisory
    Investments
    Asset management
    Wealth management
    Valuation
    Financial analysis
    Financial modeling
    Equity research
    Derivatives
    Private wealth management

  • About me

    Experienced Investment Analyst with a demonstrated history of working in the investment management industry. 12 + years of capital market experience with focus on equity investments and portfolio management. Have experience as equity investment analyst conducting top-down, bottom-up fundamental research. Responsible for managing equity investment portfolios /strategies, provide research coverage on the corporate financials – valuations trends covering the entire spectrum from building core equity portfolios for long term investments to creating special situation opportunities portfolios and investment themes.

  • Education

    • GBES Higher secondary school , Vileparle Mumbai

      -
      School General

    • National Public school - Royapettah Chennai

      -

    • Vani Vidyalaya Junior College Mumbai

      1998 - 2000
      12th commerce

    • Ankur High School Ahmedabad Gujarat

      1995 - 1997
      School General

    • Vani Vidyalaya - Mulund -Mumbai

      1992 - 1995
      School

    • Anna University Chennai

      2003 - 2005
      MBA Finance & Systems

    • University of Southampton

      2006 - 2007
      Msc(Soc Sci) International Financial Markets

    • Madurai Kamaraj University

      2000 - 2003
      B.Com Commerce

  • Experience

    • ICICI Prudential AMC Ltd

      Jun 2004 - Jul 2004
      Intern

    • ABN Amro Bank NV

      Dec 2004 - Apr 2005
      Intern

    • HDFC Bank

      Aug 2005 - Feb 2006
      Personal Banker

    • Wealth Advisors (I) Pvt. Ltd

      Mar 2006 - Sept 2006
      Analyst

    • Wealth Advisors (I) Pvt. Ltd

      Dec 2007 - Feb 2019

      • Assistant Vice President - Managed accounts

        May 2011 - Feb 2019

      • Senior Manager / Investment Analyst (Equity)

        Dec 2007 - Apr 2011

    • 360 ONE Portfolio Managers Limited ( IIFL Wealth Portfolio Managers Limited)

      Feb 2019 - now

      • Executive Vice President - Fund Management : Equities

        Apr 2023 - now

      • Senior Vice President - Fund Management: Equities

        Feb 2021 - Apr 2023

      • Vice President - 360 ONE: Equity Mandates & AIFs

        Feb 2019 - Jan 2021

  • Licenses & Certifications

    • NISM-Series-XV: Research Analyst Certification

      National Institute of Securities Markets
      Jun 2018

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

      National Institute of Securities Markets
      Jul 2017

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

      National Institute of Securities Markets
      Jun 2017