Karthikh Jayaraj

Territory Sales Executive

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Coimbatore, Tamil Nadu, India

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Timeline
About me
Partner - Private Wealth @ Upwisery | Certified Alternative Investment Manager
Education
- Association of International Wealth Management of India (AIWMI)
  -
  Certified Alternative Investment Manager
- Government College of Technology, Coimbatore
  -
  Bachelor of Engineering - BE Mechanical Engineering
- Association of International Wealth Management of India (AIWMI)
  -
  Certified Credit Research Analyst - Level 1
Experience
- Bosch India
  Nov 1996 - Dec 2000
  Territory Sales Executive
- Hero MotoCorp
  Jan 2001 - Dec 2002
  Senior officer - Sales
- Self-employed
  Jan 2003 - Jul 2005
  Equity trader and investor
- Starbulls
  Aug 2005 - now
  Managing Partner
- Upwisery
  Mar 2021 - now
  Partner - Private Wealth
  Established in 2014, Upwisery is a multi-disciplinary professional advisory and financial services firm. Upwisery provides bespoke solutions in Investment Banking, Private wealth, and M&A Tax & Regulatory to mid-market enterprises, family offices, and Ultra HNIs.Upwisery implies achievement with wise guidance. With this purpose, we ensure, you receive the best-in-class solutions by leveraging our diverse collective experience through our unique value proposition - NAVIGATE, ACCELERATE, ELEVATE. Show less
Licenses & Certifications
- Investment Analysis and Portfolio Management
  National Stock Exchange of India Limited
  May 2016
- Mutual Fund Distribuors CPE
  National Institute of Securities Markets (NISM)
  Sept 2017
- Investment Advisor - Level 1
  National Institute of Securities Markets (NISM)
  Mar 2016
- Venture Capital and Private Equity
  National Stock Exchange of India Limited
  Jun 2016
- Portfolio Management Services (PMS) - Distributor Services Examination
  National Institute of Securities Markets (NISM)
  Jun 2023
- Capital Markets (Dealers) Module
  National Stock Exchange of India Limited
  Jul 2005
- Macroeconomics for Financial Markets
  National Stock Exchange of India Limited
  Jan 2018
- Treasury Management
  National Stock Exchange of India Limited
  Apr 2016
- Merchant Banking Certification
  National Institute of Securities Markets (NISM)
  Jul 2013
- Retirement Advisor Certificate
  National Institute of Securities Markets (NISM)
  Nov 2016
- Depositories Operations
  National Securities Depository Limited (NSDL)
  Jan 2006
- Research Analyst Certification
  National Institute of Securities Markets (NISM)
  May 2016
- Certified Credit Research Analyst - Level 1
  Association of International Wealth Management of India (AIWMI)
  Feb 2015
- Mutual Fund Distributors Certification
  National Institute of Securities Markets (NISM)
  Jan 2012
- Investment Advisor - Level 2
  National Institute of Securities Markets (NISM)
  Apr 2016
- Mutual Fund Certification Examination
  National Institute of Securities Markets (NISM)
  Nov 2014
- Commodities Market Module
  National Commodity and Derivatives Exchange
  Dec 2005