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Vikram Soni

@vikramsoni

I deliver market intelligence, fund-flow analysis, and dashboards that support product, sales, and distribution strategy.

India

Message

At M&G India, I deliver competitor and market intelligence for global executive leadership, supporting strategic projects with performance data and forward-looking research.

I work with Product, Sales, and Investment stakeholders on product launches, distribution campaigns, and commercial pipelines. I also build Power BI and Tableau dashboards to track fund credibility and asset movements.

Previously, I prepared fund-flow analysis for EPFR Global and supported CRISIL's Ratings Services work for banks and financial institutions across EMEA, APAC, and the United States.

Experience

Work history, roles, and key accomplishments

Current

Manager - Strategy & Research

Current

M&G India

Apr 2021 - Present (5 years 5 months)

Delivers competitor and market intelligence to global executive leadership, collaborates with product, sales, and investment teams, and leads production of monthly peer group analytical frameworks.

Morningstar Direct Broadridge Power BI Tableau Market Intelligence Competitive Analysis Fund Flows Data Visualization Process documentation Technical Training

Research Analyst

Decimal Point Analytics Pvt. Ltd.

Dec 2016 - Sep 2019 (2 years 9 months)

Prepared fund flow analysis reports for a major US-based institutional data provider, identifying data variations across NAV and TNA, and conducted deep-dive research into international fund documentation.

Fund Flows NAV TNA Financial Research Prospectus Analysis Fact Sheets Annual Accounts

Senior Associate

CRISIL Limited

Dec 2013 - Jul 2015 (1 year 7 months)

Supported the Ratings Services division for Banks and Financial Institutions across global operational regions including EMEA, APAC, and the United States.

Credit Ratings Banking Financial Institutions EMEA APAC US Market