Venkatesh Balasubramaniam

Chief Tech/Sci/R&D Officer at JM FINANCIAL LIMITED

Finance

Consumer Services

Profile

Venkatesh Balasubramaniam is currently Head-Research at JM Financial Ltd. and Managing Director & Head of Research at JM Financial Institutional Securities Ltd. starting in 2025.
Former roles include Executive Director of Equity Research at Axis Capital Ltd. from 2022 to 2024, Director of Equity Research at Citigroup Global Markets India Pvt Ltd. from 2005 to 2019, Equity Research Associate at Julius Baer Wealth Advisors (India) Pvt Ltd. from 2004 to 2005, and Equity Research Associate at Morgan Stanley India Co. Pvt Ltd. from 2003 to 2004.
Education includes an undergraduate degree from National Institute of Technology Tiruchirappalli, conferred in 2000.

Venkatesh Balasubramaniam active positions

Companies	Position	Start
JM FINANCIAL LIMITED	Chief Tech/Sci/R&D Officer	-
JM Financial Institutional Securities Ltd. JM Financial Institutional Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services	Director of Research - Equity	01/10/2024

All active positions of Venkatesh Balasubramaniam

Former positions of Venkatesh Balasubramaniam

Companies	Position	End
Axis Capital Ltd. Axis Capital Ltd. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/09/2024
Citigroup Global Markets India Pvt Ltd. Citigroup Global Markets India Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services	Director of Research - Equity	01/12/2019
Julius Baer Wealth Advisors (India) Pvt Ltd. Julius Baer Wealth Advisors (India) Pvt Ltd. Investment ManagersFinance Julius Baer India’s activities are centered on the deep understanding of client’s needs in respect to wealth accumulation, wealth preservation and wealth transfer to next generations. Based on the client’s unique situation, the firm deploys a holistic advisory approach to systematically derive the appropriate financial solutions encompassing wealth planning, wealth management and wealth financing.	Analyst-Equity	01/08/2005
Morgan Stanley India Co. Pvt Ltd. Morgan Stanley India Co. Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/02/2004

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Linked companies

Private companies	7
Morgan Stanley India Co. Pvt Ltd. Morgan Stanley India Co. Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services	Finance
Citigroup Global Markets India Pvt Ltd. Citigroup Global Markets India Pvt Ltd. Investment Banks/BrokersFinance Provides brokerage services	Finance
JM Financial Ltd. JM Financial Ltd. Investment Banks/BrokersFinance Provides investment banking, mortgage lending and asset & wealth management services	Finance
JM Financial Institutional Securities Ltd. JM Financial Institutional Securities Ltd. Investment Banks/BrokersFinance Provides brokerage services	Finance
Axis Capital Ltd. Axis Capital Ltd. Investment Banks/BrokersFinance Provides brokerage services	Finance
National Institute of Technology Tiruchirappalli National Institute of Technology Tiruchirappalli Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Julius Baer Wealth Advisors (India) Pvt Ltd. Julius Baer Wealth Advisors (India) Pvt Ltd. Investment ManagersFinance Julius Baer India’s activities are centered on the deep understanding of client’s needs in respect to wealth accumulation, wealth preservation and wealth transfer to next generations. Based on the client’s unique situation, the firm deploys a holistic advisory approach to systematically derive the appropriate financial solutions encompassing wealth planning, wealth management and wealth financing.	Finance