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People · Advisors · Finance & Operations
Suresh J — President - investment advisory · Equirus Family Office · Chennai, Tamil Nadu, India.
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About
Facilitating end to end investment management solutions including:
Review of existing investments Creating a customized financial plan inline with the investors needs and goals Creating a framework for investments Setting up the enabling environment for investments Asset Allocation Security Selection - covering direct stocks, equity mutual funds, debt mutual funds, bonds and other capital market instruments. Investment Execution Monitoring the investment portfolio Investment Reporting and Periodic Review
Experience
President - investment advisoryCurrent
Equirus Family Office · Chennai, Tamil Nadu, India
May 2025 – Present
Assistant Vice PresidentCurrent
IIFL Wealth Advisors India Limited · Chennai Area, India
Jun 2015 – Present
Related professionals · Equirus Family Office
- Ajay Sampath — Managing Partner
- Aman Shah — Products & Strategy
- Aravinda Subramanyam — Associate Director and Head - Client Service and Operations
- Ashwini Shelar — Senior Manager
- CA Somnath PK — Manager
- Devansh Bhate — Family Office | HKU Finance Graduate
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