T.Srinivasan, AKSHAYA INVESTMENT MANAGERS, FINANCIAL CONSULTANCY & TRAINING - Madurai

T.Srinivasan, 
AKSHAYA INVESTMENT MANAGERS,
FINANCIAL CONSULTANCY & TRAINING

T.Srinivasan

T.Srinivasan, B.E
Modelexam.in
94, First Floor, 
TPK Road, Andalpuram, 
Madurai – 625 003.
Cell: 91 - 98949 49988. 

E mail id : aim_cus@yahoo.co.in 

Web site : Modelexam.in

Professional Qualifications

1) Investment Adviser – Level 1 and Level 2

2) NISM Depository Operations, Licentiate in Life Insurance

3) NISM Mutual Fund Distributors Exam

4) NISM Currency Derivatives

5) NISM SORM

6) NISM RTA MF

Employment details

Name of Organization : AKSHAYA INVESTMENT MANAGERS

Nature of work : FINANCIAL CONSULTANCY & TRAINING

Designation : HEAD – MUTUAL FUNDS & INSURANCE

Total work experience : 10 years

Past training experience

I) Empanelled as a trainer with the following organizations

1) NISM CPE TRAINER for Mutual Funds and Depository Operations

2) IACE Trainer for Reliance Edge Academy

3) NATIONAL STOCK EXCHANGE for School Financial Literacy & CPE

4) BOMBAY STOCK EXCHANGE for IAP

5) RELIANCE EDGE LEARNING ACADEMY

6) ICICI Prudential AMC

7) NJ Fundz

8) BAJAJ CAPITAL

9) ADITYA BIRLA MONEY

10) GEOJIT BNP PARIBAS

11) ICICI Securities

2) Conducted nearly 100 NISM CPE Sessions.

3) Trained individuals in NISM, NCFM and BCFM modules for the past ten years.

4) Delivered over 5000 hours of mass outreach education in the last 10 years to Financial

Intermediaries, Bankers, IFA and Students spanning over 20 cities.

5) Imparted NSDL Depository Operations Training for 500 ICICI Bank Employees.

6) Imparted training in NCFM/NISM/BCFM certifications for students of

1) Madurai Kamaraj University 

2) Lady Doak College

3) Sourashtra College for women 

4) NPR College of Arts & Science

Freelance NISM / Mutual Fund / Insurance Trainer

5) VIT University 

6) Vivekananda College for Women – Tiruchengode

7) Imparted NSDC – Equity Dealers Training for Vivekananda College Students – Tiruchengode

8) Trained the employees of the following organizations

Reliance Mutual Fund 

 ICICI Bank 

LAKSHMI VILAS BANK

ICICI Prudential Mutual Fund 

Aditya Birla Money 

 STAN CHART BANK

NJ India Invest 

Bajaj Capital

Bluechip Investments 

HDFC Bank

Geojit BNP Paribas 

Indian Bank

Topics taken

1. Investment Advisor Level 1 and Level 2

2. NISM Certifications.

3. Risk Analysis & Insurance Planning.

4. Insurance & Retirement Planning

5. Investment Planning.

6. Tax Planning.

7. Debt Markets.

8. Equity and Derivatives Markets.

9. Financial Planning Mathematics

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