Years of professional work experience
Ramakrishnan Lakshmanan
Wealth Manager
Chennai,TN
Summary
I'm an enthusiastic candidate with a strong passion for financial markets, business analysis and valuations, eager to contribute my expertise to an organization that offers a competitive environment and substantial opportunities for professional growth. With one year of experience in the NBFC industry, I worked as a Wealth Manager, specialized in Research & Advisory, Wealth & Relationship Management, harnessing my analytical and strategic skills to drive informed decision-making and Wealth creation.
I have strong ability to build financial models like Discounted Cash Flow model, Trading Comparables Models, Leveraged Buyout model, and Merger & Acquisition model. Applied knowledge of various financial models to create valuations for companies like Coca-Cola and MC Donald's Corporation. Well versed in Financial Analysis, Valuation, Corporate Finance, Portfolio Management, Asset allocation & Diversification. Also skilled in MS Word, MS Excel, and PowerPoint. Passionate about staying updated on financial markets, macroeconomics, and conducting in-depth industry and company analysis. Experienced in organizing college events and delivering public speeches. Delivered a presentation on my equity research report coverage on MC Donald's Corporation & Coca-Cola.
Overview
2
2
5
5
Professional certifications and trainings
5
5
years of post-secondary education
3
3
Languages proficient(English, Tamil & Telugu)
3
3
Research projects completed
Work History
Wealth Manager
Nuvama Wealth & Investments Limited
01.2024 - 01.2025
Company Overview: Nuvama Wealth & Investments Ltd., formerly Edelweiss Securities, is one of India’s leading integrated wealth and asset management firms, managing over ₹4.3 trillion in client assets. Backed by PAG, it serves affluent individuals, HNIs, corporates, and institutions through 90+ offices and 2,700+ professionals. Its services span wealth management, asset management, broking, investment advisory, and product distribution. Positioned for strong growth in India’s expanding wealth sector, Nuvama continues to enhance its reach, offerings, and client impact.
My duties and responsibilities at Nuvama:
- Closed large deals for the business and successfully onboarded a number of HNI/UHNI and retail clients, which significantly increased the team's revenue.
- Offered Nuvama investment products across asset classes, with values ranging from Rs. 10 Lakhs to Rs. 100 Lakhs, and onboarded clients from all over the Chennai region.
- Performed comprehensive analysis and provided customers with advice on a range of investment products, including Corporate FDs, Market-Linked Debentures (MLDs), Alternative Investment Funds (AIF), MFs, ETFs, Non-Convertible Debentures (NCDs), Portfolio Management Services (PMS), and Insurance Products.
- Based on findings, effective solutions were developed to help clients make better decisions based on their risk tolerance. (Used the company's proprietary AI tool, MARS (Multi-Asset Recommendation Strategy), to assist HNI clients in allocating their assets appropriately for their portfolio.)
- Provided full-time support to existing and new clients from Chennai region over call regarding their investment decisions based on their risk appetites.
- Managed AUM of 50 Crores and managed client data to streamline complex trade and company data processes.
Accountant- Intern
Easy Solutions Pvt Ltd
Chennai, Tamil Nadu
06.2022 - 07.2022
- As an Intern, on daily basis, I performed numerous calculations to monitor and update accounting data.
- Reviewed and documented daily cash payments and invoices onto spreadsheets.
- Performed Financial computations for outstanding balances, financing rates, rebates, assets, principal, etc.
- Demonstrated commitment to professional growth by attending workshops, seminars, and conferences related to accounting topics.
- Completed balance sheet reconciliations and profit and loss statements with high accuracy.
- Quickly and accurately processed payments, credits, and other transactions using company software applications.
Education
US Chartered Financial Analyst (CFA) Program - Level 2 - Finance
CFA Institute
Charlottesville, Virginia, United States 05.2025 - Current
Post Graduate in Financial Analysis Program (PGFAP) - Finance
Imarticus Learning Pvt Ltd
Chennai, Tamil Nadu 01.2023 - 12.2024
US Chartered Financial Analyst (CFA) Program - Level 1 - Finance
CFA Institute
Charlottesville, Virginia, United States 05.2023 - 11.2023
Bachelor of Commerce (General) - Commerce
Guru Nanak College
Velachery, Chennai, Tamil Nadu 06.2020 - 05.2023
Tally + GST ERP9 Course -
Apollo Computer Education
Chennai, Tamil Nadu 01.2022 - 09.2022
XII - Commerce & Accountancy
Sri Saradha Eashwar Vidya Mandir Matriculation Higher Secondary School
Chennai, Tamil Nadu 05.2019 - 05.2020
English Typewriting -
Janice Typewriting Institute
Chennai, Tamil Nadu 05.2018 - 09.2019
X -
Annai Vailankanni Matriculation Higher Secondary School
Chennai, Tamil Nadu 05.2017 - 04.2018
Skills
- Capital & Money Markets
- Fixed Income & Equity Products
- Wealth Management
- Relationship Management
- Client Onboarding & Servicing
- Sales & Communication
- Business/Data Analysis
- Financial Modelling & Analysis
- Dynamic Asset Allocation
- Fundamental analysis
- Client education
- Retirement planning
- Lead prospecting
- Market analysis
- Client onboarding & retention
- Structured products
- Portfolio diversification
- Alternative investments
- Know your client
- Teamwork and collaboration
- Customer service
- Investment strategies
Certification
- Insurance Advisor & Distributor examination, IRDAI, 2025
- NISM Series V-A Mutual Fund Distributors Certification, 2024
- NISM Series XII-A Portfolio Management Services (PMS) Distributors Certification, 2024
- Completed Office Automation, MS Office Basics & Tally ERP9 (GST Version), Apollo Computer Education, 2022, A+
- Completed English Senior Level Typewriting, 2021, First Class
- Income Tax Practitioner Training, 2023
- GST- Basic Level Training, 2022
- Tally ERP9 Basics Training, 2021, GOI MSME- Technology Development Centre, Chennai (CFTI)
Languages
English (R/W/S)
Tamil (R/W/S)
Telugu (S)
Awards Activities
- HSE (11th & 12th) Academic Excellence (Topper) Award.
- Secured Top 10% Rank in UG Education.
- Submitted a 500-word essay and was awarded a $1000 USD scholarship (6 times in a row - twice for me and four times for each of my 4 friends) from the CFA Institute, US.
- Received a digital 'Gold medal' from Future-skills Prime (NAASCOM BPM Industry) after passing the BPM Associate -F&A assessment with Score above 70%.
Personal Information
- Date of Birth: 07/06/2003
- Nationality: Indian
- Languages Known (e.g., English, Tamil, Telugu)
- Location: Chennai, Tamil Nadu.
- Passport Status: Active
- “Aspiring Portfolio Manager | CFA Level II Candidate | Finance Educator”
Hobbies and Interests
- Business Analysis
- Writing research reports
- Reading self-help books
- Volunteering public events
Disclaimer
All the above-mentioned facts are true to the best of my knowledge.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Interests
Global Financial Markets and Portfolio Management
Ethical and Impact Investing
Entrepreneurship and Startup Building
Economic Policy, Fiscal Strategy, and Financial Research
Financial literacy and Mentorship for students
Reading books on Business, Strategy, and Self-Development
Exploring new cultures through Travel
Personal Growth, Fitness, and Mindfulness
Timeline
US Chartered Financial Analyst (CFA) Program - Level 2 - Finance
CFA Institute
05.2025 - Current
Wealth Manager
Nuvama Wealth & Investments Limited
01.2024 - 01.2025
US Chartered Financial Analyst (CFA) Program - Level 1 - Finance
CFA Institute
05.2023 - 11.2023
Post Graduate in Financial Analysis Program (PGFAP) - Finance
Imarticus Learning Pvt Ltd
01.2023 - 12.2024
Accountant- Intern
Easy Solutions Pvt Ltd
06.2022 - 07.2022
Tally + GST ERP9 Course -
Apollo Computer Education
01.2022 - 09.2022
Bachelor of Commerce (General) - Commerce
Guru Nanak College
06.2020 - 05.2023
XII - Commerce & Accountancy
Sri Saradha Eashwar Vidya Mandir Matriculation Higher Secondary School
05.2019 - 05.2020
English Typewriting -
Janice Typewriting Institute
05.2018 - 09.2019
X -
Annai Vailankanni Matriculation Higher Secondary School
05.2017 - 04.2018
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