Vinayak Kanvinde

EERIMA Digitools aims to be a financial risk manager for individuals and enterprise clients. The curated and specially designed digitools aim at tracking, managing and aiding enterprise clients to deal with their client's personal financial risk in the profile.

EERIMA has 2 live tools and another 2 under active development.

Over 30 Online Webinars for Investment Awareness or IAP in the past 15 months. Topics handled as diverse as Introduction to REIT, Basics of Financial markets. Introduction to stock markets.

Leading PSUs, large private sector corporations and students of bachelors and masters program in educational instititions participated in these programs.

• Incubated the firm from ground up setting up key metrics, client servicing benchmarks
• Enhanced service levels to exceed goals for the firm
• Educated staff on organizational mission and goals to help employees achieve success.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.

• Communicated market developments, portfolio changes and annual performance information to clients.
• Developed rebalancing strategies to minimize risk exposures.
• Developed and presented proposals for new investments.
• Facilitated portfolio performance review and implemented new strategies.
• Provided strategy advice to high net worth clients.

• Worked in the financial assets research domain across asset classes and geographies.
• Specialist in equity, fixed income research across developed and emerging markets.
• Maintained high levels of confidentiality to protect data quality and project research.
• Performed scientific research on multiple projects.
• Supported and supervised teams in investment research programs from brainstorming areas for potential research through publishing research reports.