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Promoter Director​: Venugopal Rajamanuri
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Venugopal Rajamanuri is a Freelance Corporate Trainer and Visiting Faculty in Banking, Financial Services and Insurance (BFSI) domain. He has over 40 years of experience in Banking, Insurance and Financial Services sector which includes over 18 years of teaching and training experience. His experience spreads over commercial and investment banking, life and general insurance and corporate finance, financial planning, Mutual funds, and stock& Derivatives Trading/investing.
He is also a SEBI Registered Investment Advisor(RIA) - SEBI registration no. INA000019530.
As a SEBI RIA he is providing comprehensive Investment Advisory and Financial planning services.
These services include Risk profiling, cash flow analysis, goal setting, Investment planning, Tax, Insurance advisory, Retirement Planning and estate planning advisory services.
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Venugopal Rajamanuri is a Certified FInancial Planner(CFP) from Financial Planning Standards Board - India, Chartered Wealth Manager (CWM) from American Academy of Financial Management (AAFM,USA), Certified International Wealth Manager(CIWM) from Moody's Analytics-USA, FPWM from CFI- Canada, FTIP(Fintech Industry Industry Professional) from CFI-Canada, Financial Modeling and Valuation Analyst (FMVA) from CFI-Canada, Certified Capital Market Analyst(CMSA) & Certified Banking and Credit Analyst(CBCA) from CFI- Canada, Certified Credit Research Analyst (CCRA), Certified Investment Research Analysit (CIRA), Certified Alternative Investments Manager(CAIM) & Certified Private Banking Manager(CPBM) from AIWMI, MBA (Finance), CAIIB from Indian Institute of Banking & Finance, Fellow of Insurance Institute of India(FIII). He is also a Certified Investor Advisor(CIA) from NISM-SEBI. He further holds advanced level certification in Mutual Funds, Equity Derivatives from NISM and NSE, Advanced level NCMP(Level-5) from NSE, CALM(Certified Anti-Money Laundering Manager) from NISM, Accelerated Leadership Programme (ALP) at IIM, Ahmedabad, Investment banking and Project appraisal modules at NIBM, Pune., NISM Certified in PMS, Alternative investment funds, Research Analyst and Commodity Derivatives.
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He has delivered over 500 training programmes over the last 10 years on topics like Mutual Funds, Equity and Debt markets, Equity Derivatives, Technical and Fundamental Analysis, Financial Planning and Wealth Management, Retail and corporate banking, International trade & Forex, Insurance management etc.
He has been associated as visiting/adjunct professor with following institutions:
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Institute of Insurance and Risk Management ( IIRM, Gachibowli) since 2011
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Narsee Monjee Institute of Management Studies (NMIMS), Hyderabad campus since 2012
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ICFAI group since 2003
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Aurora Business School as professor visiting/adjunct since 2011
He is Empaneled/Associated trainer with :
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Kaplan, Dubai since October 2023
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Vinsys, Abudhabi since September 2023
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Wiley India for their bank training modules since June 2022
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NISM-SEBI for CPE programme in mutual funds since 2013
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NSE Academy for their Capital market modules since 2013
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ICICI Securities for their investor training programmes on technical analysis, fundamental analysis and basics of equity derivatives since 2012
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ICICI Prudential AMC for their mutual fund training programme since June 2016
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Associated as Channel partner and empaneled trainer with AAFM, India since 2018.
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Associated with ICICI Direct as Business Associate since 2016
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Associated as Director with Atlas Insurance Brokers Pvt. Ltd. since 2015.​
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He is also a Certified Corporate Director(CCD) from Institute of Directors(IOD), New Delhi and a Registered Independent Director with IICA-MCA.
ACADEMIC ADVISORY BOARD MEMBERS:
SRINIVAS RAJAMANURI
SRINIVAS RAJAMANURI has 25 years of experience in Practice Leadership, Process Consulting, Transformation and Service Delivery related to global outsourcing services. Specific expertise in Finance, Accounting and Procurement functional domain across Financial Services, Real Estate Services, Insurance, Banking and Manufacturing industry verticals servicing customers across North America, Europe, and Asia Pacific regions.
Key areas of competency include:
ï‚· Setting up global finance shared services
ï‚· Designing technology solutions
ï‚· Structuring strategic partnerships
ï‚· Analyst and Advisory relationship management
ï‚· Collaborating with the global sales/marketing teams by leading pre-sales and solutions teams.
Exposure to varied branches of financial services such as corporate, retail financing, leasing, mortgage and IPO funding. Strengths include strong communication and analytical skills, project management skills, experience in global corporate environment and account management
Education : Commerce Graduate and Qualified Management Accountant
Work Experience includes stints with organizations such as Xerox Business Services, IBM Global Services, Xchanging (now part of CSC), Deloitte Consulting and Kotak Mahindra Group.
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