MANAGEMENT TEAM

Venkat is responsible for the overall growth of the company and client services. He has spent the last 23 years in the Indian financial services industry. Since 2009, he has been associated with a leading boutique PMS firm as an independent consultant – responsible for acquiring and managing client's wealth and responsible for overall compliance. During his stint, he has helped grow their total AUM from Rs 55 crs – 90 Clients to Rs 1,500 crs - 900+ Clients.

Prior to that, Venkat had been associated with HDFC Bank for over 14 years. He joined as Executive Officer in the year 1997 and worked in several depts... Retail Branch Banking, Corporate Salary, Corporate Banking. His last assignment was Branch Manager, Assistant Vice President of one of the leading branch in Chennai.

venkat@pygmalionwealth.com

OUR PEOPLE

Srikanth is an associate member of the Institute of Chartered Accountants of India and a commerce graduate. He has over 12 years of diverse experience across auditing, research of Indian companies and operations process management of web-based information-as-a-service business. He brings the proven ability of streamlining operational processes with technology integration complemented by expertise in financial research and analysis.

Rajesh comes with 15+ years of experience in the Financial Services Industry. He has previously worked at various positions in companies such as WeInvest (Singapore based Robo advisory firm), Scripbox.com, Accord Fintech, and Capital Market (CMOTS). He managed 100 million+ Robo advisory business for one of top 3 banks in Singapore and was instrumental in setting up the business and managing it. He also handled 30+ strategies across 8 markets and automated the daily operations to a large extent including trades. Rajesh has hands-on experience in managing wealth management operations, end to end order management, mutual fund operations, KYC Processing, customer onboarding, payments processing and reconciliation, contact centre, sales and support, equity & mutual fund research, client coordination & team management.

Devika has joined our team to focus on research and analysis, having 9 years of experience in the financial services industry. She has worked previously in companies including Zenith Bank Limited, Probe Equity Research and Shapoorji Pallonji Finance as well as done freelance consulting work for several other companies. Her work experience has led her to develop skills in equity research, client management, content writing and brand marketing. She has a BCom degree majoring in Finance and Economics and has passed all 3 levels of the CFA Program.

Jayapriya is an MBA graduate with 18 years of banking experience in HDFC Bank, a leading private sector bank. Her expertise spans several functionalities in the banking space including retail operations, branch banking and handling of HNI clients. She has been successful in building productive relationships with her clients over the years. Prior to joining Pygmalion, she has held positions as RM, Head RM and her last position was Branch Manager AVP of an HDFC Bank branch in Chennai.

Kratika is a Relationship Manager at Pygmalion. She comes with 7 years of banking experience working in the field of client relationship management. Her last position was as a Relationship Manager at an ICICI Wealth Management branch in Bangalore.

Ramya comes with 11 years of experience in the banking sector. She has handled several roles including that of banking operations, compliance and audit. Prior to joining Pygmalion, she was associated with several well-known companies including HDFC Bank, TCS and Wipro. Her last position was Deputy Manager at HDFC Bank. She is an MBA graduate with a specialization in Finance and HR.

Shivaraju has 7 years of experience working in the field of data entry and collation. His previous work experience as an Information Associate at Probe Information Services Private Limited led him to develop expertise in collecting financial data and developing detailed spreadsheets for further data analysis.

Mrithyunjay is an engineer from PSG College and has a postgrad in Marketing from CASS Business School, London. His key strength lies in managing and maintaining customer relationships.

Dhruthi has completed her MSc from EU Business School, Germany in International Management with a major in Global Banking and Finance. She has previously worked as a Relationship Manager at Genius Investment Advisors Pvt Ltd and as an Accounting Support intern at TE Connectivity, Munich. She is also a Bharatanatyam dancer and a core member at Let’s Be the Change, an NGO that spreads awareness on waste segregation and recycling.

Srikanth is an associate member of the Institute of Chartered Accountants of India and a commerce graduate. He has over 12 years of diverse experience across auditing, research of Indian companies and operations process management of web-based information-as-a-service business. He brings the proven ability of streamlining operational processes with technology integration complemented by expertise in financial research and analysis.

Rajesh comes with 15+ years of experience in the Financial Services Industry. He has previously worked at various positions in companies such as WeInvest (Singapore based Robo advisory firm), Scripbox.com, Accord Fintech, and Capital Market (CMOTS). He managed 100 million+ Robo advisory business for one of top 3 banks in Singapore and was instrumental in setting up the business and managing it. He also handled 30+ strategies across 8 markets and automated the daily operations to a large extent including trades. Rajesh has hands-on experience in managing wealth management operations, end to end order management, mutual fund operations, KYC Processing, customer onboarding, payments processing and reconciliation, contact centre, sales and support, equity & mutual fund research, client coordination & team management.

Devika has joined our team to focus on research and analysis, having 9 years of experience in the financial services industry. She has worked previously in companies including Zenith Bank Limited, Probe Equity Research and Shapoorji Pallonji Finance as well as done freelance consulting work for several other companies. Her work experience has led her to develop skills in equity research, client management, content writing and brand marketing. She has a BCom degree majoring in Finance and Economics and has passed all 3 levels of the CFA Program.

Jayapriya is an MBA graduate with 18 years of banking experience in HDFC Bank, a leading private sector bank. Her expertise spans several functionalities in the banking space including retail operations, branch banking and handling of HNI clients. She has been successful in building productive relationships with her clients over the years. Prior to joining Pygmalion, she has held positions as RM, Head RM and her last position was Branch Manager AVP of an HDFC Bank branch in Chennai.

Kratika is a Relationship Manager at Pygmalion. She comes with 7 years of banking experience working in the field of client relationship management. Her last position was as a Relationship Manager at an ICICI Wealth Management branch in Bangalore.

Ramya comes with 11 years of experience in the banking sector. She has handled several roles including that of banking operations, compliance and audit. Prior to joining Pygmalion, she was associated with several well-known companies including HDFC Bank, TCS and Wipro. Her last position was Deputy Manager at HDFC Bank. She is an MBA graduate with a specialization in Finance and HR.

Shivaraju has 7 years of experience working in the field of data entry and collation. His previous work experience as an Information Associate at Probe Information Services Private Limited led him to develop expertise in collecting financial data and developing detailed spreadsheets for further data analysis.

Mrithyunjay is an engineer from PSG College and has a postgrad in Marketing from CASS Business School, London. His key strength lies in managing and maintaining customer relationships.

Dhruthi has completed her MSc from EU Business School, Germany in International Management with a major in Global Banking and Finance. She has previously worked as a Relationship Manager at Genius Investment Advisors Pvt Ltd and as an Accounting Support intern at TE Connectivity, Munich. She is also a Bharatanatyam dancer and a core member at Let’s Be the Change, an NGO that spreads awareness on waste segregation and recycling.

ADVISORY BOARD

Mr. Rajashekar Iyer qualified as a Chartered Accountant in 1981 and has over 32 years of experience in the field of equity research, investments, advisory services and investment management.

In 1990 he set up Securities Analysis (I) Pvt Ltd as a research advisory services business. Amongst other activities the Company also published a well regarded weekly investment newsletter called ‘The Value Investor’ in the nineties. During 1996-2000 he worked with Kotak Securities as Head of Research and later as Head of its Institutional Broking business. He also worked as a Senior Executive with Reliance Capital Ltd. in their management team.

Raj was a research advisor for a Singapore based FII from 2003 up to 2005. In 2005 he set up a family investment office for an industrial family and headed it for five years.

In 2008 Raj promoted Securities Investment Management Pvt Ltd (SiMPL), a SEBI registered Portfolio Management Company.

Read More Read less

Ramakrishnan (Ram) Sundaresan, is an independent advisor and business transformation consultant. He turned an entrepreneur in April 2013 after a successful track record of 27 years in the corporate world.

In his second innings, Ram intends to leverage his rich corporate experience to enable individuals and organizations unlock their potential. He is particularly interested in helping start-ups and small business ventures grow their operations. Ram’s understanding of key drivers of business performance along with his proven ability to develop high performing teams and to handle rapid growth has enabled him to make significant contributions to many organizations.

Since March 2013, Ram has been a Director on the Board of Fusion Foods, which is a well established food solutions provider catering to blue-chip Corporates and Industries in South India. Fusion Foods has been growing rapidly in the recent past, with its turnover increasing seven-fold in five years since 2013. Was instrumental in re-structuring the business and successfully completing a transaction with a strategic investor during 2017, providing an exit to existing investors while also funding future growth.

Currently, an Advisor to Newt Global Consulting (NGC), a global technology company headquartered in Dallas, USA and providing IT consulting and solutions to several large enterprises including fortune 100 Companies. NGC is focused on Digital Transformation through automation and cloud-i-fication or cloud enabling enterprise applications. Also advise Newt Global Future Ventures, a group company which provides telematic solutions in the enterprise location based services (LBS) space.

Also, a co- founder ( with his wife) and oversees the operations of Canscan which is a stand-alone medical diagnostic centre in Chennai, offering primary diagnostic services such as ultrasound scan, digital X-ray, Echo-cardiogram and pathology Lab tests.

In his corporate career, Ram has held various positions of increasing responsibility as well as leadership roles in diverse businesses, including newly established companies where he has helped scale businesses, creating value for shareholders. His extensive experience spans areas such as Corporate Governance and General Management, Business Planning, Management Information Systems, Treasury, Financial Accounting & Control.

Ram stepped down as the General Manager / CFO and Director on the Board of Verizon Data Services India in March 2013. As a member of the team which established Verizon’s technology center in Chennai in June 2001, Ram played a key role in growing its operations – which now spans three cities and over 7000 resources. Having started his career in 1985 with Price Waterhouse in Chennai, Ram has worked in many leading companies – Larsen & Toubro (L&T), Titan Watches (TATA group), TI Cycles (Murugappa group), RPG Cellular and Saregama Plc, UK (RPG group).

Ram has a Bachelor's degree in Commerce and is a Chartered Accountant. He is also a member of the Institute of Company Secretaries (CS) and the Institute of Cost and Works Accountants (CMA). Ram has completed an Advanced General Management program from Kellogg Business School, Northwestern University, USA.

Read More Read less

R Venkatesh is an entrepreneur with over 27 years of experience in establishing and managing business processes across multiple industries and driving sustainable business growth. His two decades in the building technology industry included leadership roles setting up manufacturing plants, building and delivering business process improvement, product distribution and establishing business operations within India and in the Asian region.

He was a part of the leadership team in DATS India Limited, Vista Security Technologies Private Limited and Siemens until 2010. He co-founded Ardelisys in 2010, a start-up in the building technologies space. From 2013, he was a Director of Mecheri Smart Capital Private Limited (MSCPL), an angel investing company involved in technology start-ups, and he provided management directions for companies founded by MSCPL. He is a post graduate in Foreign Trade Management and a graduate from Loyola College, Chennai.

Read More Read less

INVESTORS AND MENTORS

Investor / Mentor
Chartered Accountant
Promoter of SiMPL

Investor / Mentor
Independent Advisor / Entrepreneur
Chartered Accountant
Advanced General Management Program from Kellogg Business School, Northwestern University
Member of Institute of Company Secretaries and Institute of Cost and Works Accounts
Bachelor’s Degree in Commerce

Investor / Mentor
Entrepreneur
Post Graduate in Foreign Trade Management

Investor / Mentor
Banker
MBA in Finance & Marketing from IIM, Bangalore
Indian Foreign Service

Investor / Mentor
Entrepreneur
Ex-Infoscion
Bachelor’s Degree in Engineering

INVESTORS AND MENTORS

Rajashekar Iyer
Chartered Accountant

Investor / Mentor
Chartered Accountant
Promoter of SiMPL

Ramakrishnan Sundaresan
Chartered Accountant

Investor / Mentor
Independent Advisor / Entrepreneur
Chartered Accountant
Advanced General Management Program from Kellogg Business School, Northwestern University
Member of Institute of Company Secretaries and Institute of Cost and Works Accounts
Bachelor’s Degree in Commerce

R Venkatesh
Entrepreneur

Investor / Mentor
Entrepreneur
Post Graduate in Foreign Trade Management

Uma Ratnam Krishnan
Banker

Investor / Mentor
Banker
MBA in Finance & Marketing from IIM, Bangalore
Indian Foreign Service

Sajan V Mathew
Ex-Infoscion

Investor / Mentor
Entrepreneur
Ex-Infoscion
Bachelor’s Degree in Engineering