Vinayak Tiwari

Finance Executive @Sundaram Alternates

Delhi, IN

Working as a Financial Counsellor with Sundaram Alternate Assets Ltd.(a part of the Sundaram Finance Group), advising HNIs, UHNIs, and family offices on investment strategies via PMS & AIF platforms.Key Responsibilities:Manage distribution & direct sales for PMS and AIF across North India.Conduct client portfolio reviews, investment discussions, and relationship deepening through in-person/video/audio meetings.Support AUM growth through strategic engagement with clients and distributors.Analyze sales data to improve conversion efficiency and product positioning.Coordinate with senior team members for joint client calls and hands-on mentorship.Products Handled:PMS – Customized listed equity portfolios aligned with client goals and risk profiles.AIF – Thematic pooled investment vehicles across private equity, real estate, and structured credit.Skills Gained-> Financial counselling & investment advisory-> Client relationship management-> Portfolio review & analysis-> Sales strategy & reporting-> HNI/UHNI engagement & trust-building

Bennett University

Bachelor of Technology - BTech, Computer Science

Bharat National Public School

junior college, Engineering Science

Lal Bahadur Shastri Institute of Management

Master of Business Administration - MBA, Finance

National Victor Public School - India

High School Diploma