Director@ SRINIDHI INVESTMENT ADVISORS 
Mumbai, Maharashtra, India
Yogesh Sundaram,CFA
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University of Madras
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FlashIntel GPTYogesh Sundaram, CFA is a highly experienced professional with 23.7 years of work experience in the field of trading and investment management. He is currently the President of Trading & Investment Management at Paterson Securities Pvt. Ltd. Prior to this, he held various leadership positions at SRINIDHI INVESTMENT ADVISORS and Estee. Yogesh has a strong background in the financial services industry and has worked with a wide range of clients, including individuals, small businesses, and large corporations. He is based in India and has a proven track record in the field.
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President - Trading & Investment Management at Paterson Securities Pvt. Ltd
Work Experience
Director
Financial Services
Yogesh Sundaram,CFA's Professional Milestones
- Director - Quant Equity Portfolio Management (2011-02-01~2014-01-01): Developed and executed strategic financial plans to optimize portfolio performance and drive sustainable financial performance.
- Director (2016-10-01~): Streamlined operations and implemented strategic initiatives to drive organizational success.
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