Sampada M.

Finance professional with 16+ years of experience in Corporate Treasury, Investments, and Financial Services, working with family office, corporates, and financial advisory firms. Experienced in managing and advising on diversified investment portfolios including Mutual Funds, Direct Equities, PMS, AIF, REITs, and Debt Instruments, with a strong focus on risk management, liquidity planning, and return optimisation. Proven track record of supporting promoters and senior management with portfolio strategy, investment research, cash flow management, and treasury operations. Adept at collaborating with AMCs, banks, auditors, advisors, and investment managers to drive effective financial decision-making. Known for strong analytical skills, relationship management, and disciplined fund management practices. Core Expertise• Corporate Treasury• Investment & Portfolio Management• Liquidity Planning & Cash Flow Forecasting• Financial Strategy• MIS Reporting & Treasury Audit• Risk Management• Relationship Management (AMCs, Advisors, Banks)Key Contributions• Managed and monitored multi-asset investment portfolios across equity and financial instruments• Assisted in equity research and company analysis• Implemented liquidity planning and treasury management strategies• Provided financial MIS and portfolio performance reporting to senior leadership• Maintained relationships with AMCs, advisors, brokers, auditors, and banks• Supported investment decision-making and portfolio rebalancing