Private Wealth Team

7 FOR HOME OFFICE AND ADVISOR USE ONLY. Adithya Narayanan, FRM, Investment Analyst – Multi-Asset Research Adithya Narayanan joined Envestnet | PMC Research India in May of 2021. He is responsible for conducting research and due diligence on multi-asset strategist managers on the firm's platform. Prior to joining Envestnet, Mr. Narayanan worked as a valuation consultant with PricewaterhouseCoopers, where he created valuation reports, financial models and performed in-depth research on capital markets, industries and comparable companies using discount cash flow, market multiple, market price and guideline transaction approaches to assist clients in strategic internal decision making, tax valuations and financial reporting purposes. He also has experience as a software engineer at Accenture, where he worked on predictive analysis and mainframe environments. Mr. Narayanan holds an MBA from the Indian Institute of Management Trichy with a major in Finance. In addition, he has a Production Engineering degree from National Institute of Technology Calicut. He is a Certified Financial Risk Manager (FRM) and a CFA Level 3 candidate. Akhil Gopalakrishnan, CFA, CIPM, Investment Analyst - Equity Research Akhil Gopalakrishnan joined Envestnet | PMC Research India as an Investment Analyst in December of 2021. He conducts quantitative and qualitative research, due diligence, and analysis on large cap equity mutual fund and separate account managers. He also researches ESG focused investment strategies. Prior to joining Envestnet, Mr. Gopalakrishnan worked as an analyst with CRISIL, initially on their South African Equity Strategy, and later in their European ESG research team. He is a post graduate in International Business from K. J. Somaiya Institute of Management, Mumbai and is a graduate in Electrical & Electronics Engineering from MA College, Ernakulam. He has also worked as an electrical engineer in Muscat, Oman after his graduation. He has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and CFA Society India. Mr. Gopalakrishnan has also earned The Certificate in ESG Investing awarded by the CFA Institute. Joe Samuel, Investment Analyst - Equity Research Joe Samuel joined Envestnet | PMC Research India in June of 2021. He is responsible for conducting research and due diligence on large cap equity mutual funds and separate accounts. Prior to joining Envestnet, Mr. Samuel worked as a sell-side equity research analyst with Geojit Financial Services. At Geojit, he was the primary analyst covering companies within the Indian Healthcare and Chemical sectors. Mr. Samuel was also part of the management of Geojit's in-house equity portfolios, for which he monitored performance and provided stock recommendations. Mr. Samuel completed his Post Graduate Program in Securities Markets from the National Institute of Securities Markets, the educational institute of SEBI, India's capital markets regulator. He is a CFA Level 2 candidate. Anna Koonamavu, Associate Investment Analyst – Multi-Asset Research Anna Koonamavu joined Envestnet | PMC Research India in May 2023. She is responsible for conducting research and due diligence on multi-asset mutual funds. She also handles data analytics and visualization projects for the PMC Research team. Ms. Koonamavu holds a Post Graduate Diploma in Management with a specialization in Finance and Analytics from Rajagiri Business School, Kochi. As part of her studies, she completed an internship as a student observer at Burjeel Hospital in Abu Dhabi, gaining insights into hospital operations and conducting a case study on lean thinking in healthcare. She has completed a bachelor's degree in English Language and Literature. Haripriya K Suresh, Associate Investment Analyst – Equity Research Haripriya K Suresh joined Envestnet | PMC Research India as an Associate Investment Analyst in May 2023. She is responsible for conducting research and due diligence on US large-cap equity mutual funds and separate accounts. Prior to joining Envestnet, Ms. Suresh completed her Post Graduate Diploma in Management, specializing in Finance and Human Resources, from Rajagiri Business School, Kochi. As part of her internship with Bank of Baroda, an Indian PSU, she worked on a project focusing on non-performing assets in the MSME sector. She also holds a Bachelor of Business Administration degree with a major in Finance.

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