Profile
Uma N.
Venkatraman is currently Head of Equity at Bharti AXA Life Insurance Co. Ltd. since 2024.
Former positions include Head of Equity & Fund Manager at IDBI Asset Management Ltd. from 2010 to 2021, Associate Analyst at Morgan Keegan & Co., Inc. from 2005 to 2006, Research Associate at Canaccord Adams, Inc. from 2004 to 2005, Analyst at ASK Raymond James & Associates Pvt Ltd. in 2007, and Trader at Batlivala & Karani Securities India Pvt Ltd. Education includes undergraduate studies at the University of Madras.
Uma N. Venkatraman active positions
| Companies | Position | Start |
|---|---|---|
Bharti Axa Life Insurance Co. Ltd.
Bharti Axa Life Insurance Co. Ltd. Investment ManagersFinance Bharti AXA builds customized investment plans based on their clients’ needs, which do not only provide life cover, but also facilitate investments. | Head-Equity Investments | 01/08/2024 |
Former positions of Uma N. Venkatraman
| Companies | Position | End |
|---|---|---|
IDBI Asset Management Ltd.
IDBI Asset Management Ltd. Investment ManagersFinance IDBI AM is an active manager that offers a range of funds investing in equity, fixed-income and gold. | Director of Research - Equity | 01/01/2018 |
ASK Raymond James & Associates Pvt Ltd.
ASK Raymond James & Associates Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 28/03/2007 |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2006 |
Canaccord Adams, Inc.
Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Batlivala & Karani Securities India Pvt Ltd.
Batlivala & Karani Securities India Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | - |
Training of Uma N. Venkatraman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Canaccord Adams, Inc.
Canaccord Adams, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Madras
University of Madras Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ASK Raymond James & Associates Pvt Ltd.
ASK Raymond James & Associates Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Batlivala & Karani Securities India Pvt Ltd.
Batlivala & Karani Securities India Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bharti Axa Life Insurance Co. Ltd.
Bharti Axa Life Insurance Co. Ltd. Investment ManagersFinance Bharti AXA builds customized investment plans based on their clients’ needs, which do not only provide life cover, but also facilitate investments. | Finance |
IDBI Asset Management Ltd.
IDBI Asset Management Ltd. Investment ManagersFinance IDBI AM is an active manager that offers a range of funds investing in equity, fixed-income and gold. | Finance |
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