Suresh Krishnan
CFA Level I Cleared | Associate @ Dezerv
- Role
- Investment Advisor at Aionion Capital
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Suresh Krishnan
I thrive in environments driven by growth, challenge, and clear goals. My journey into finance was non-traditional, but highly intentional.With a background in software engineering, I received a full-time role offer early in my career. However, a strong interest in capital markets, business fundamentals, and long-term wealth creation led me to make a conscious decision to transition into finance and pursue it full-time.To build a strong foundation, I cleared CFA Level I and completed NISM Research Analyst and Equity Derivatives certifications, along with gaining hands-on exposure across equities, bonds, mutual funds, and tax-efficient investment strategies.Previously, I worked closely with clients across asset classes, which strengthened my analytical thinking and deepened my interest in understanding businesses from a fundamental perspective.Currently an Associate at Dezerv, I am part of a technology-driven wealth management platform, contributing to portfolio discussions and gaining insights into client behaviour, financial planning, and real-world investment decision-making.My long-term focus is building a career in Equity Research and Asset Management, combining fundamental analysis with data-driven insights to create long-term value.
Experience
Investment Advisor
Feb 2025 — Present · Bengaluru, IN
o Guide clients on financial planning, including investments in stocks, bonds, and mutual funds.o Monitor market trends, stock movements, and economic events to assist in decision-making.o Collaborate with senior analysts to analyse market conditions and investment opportunities.
Education
National Institute of Securities Markets (NISM)
NISM-8 Equity Derivative, Derivative
Bannari Amman Institute of Technology
Bachelor of Engineering - BE
National Institute of Securities Markets (NISM)
Research Analyst, Equity
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