Kanak Thacker

Kanak Thacker Email and Phone Number

Raipur, CT, IN
Kanak Thacker's Location
Raipur, Chhattisgarh, India, India
Kanak Thacker's Contact Details

Kanak Thacker phone numbers

About Kanak Thacker

• Working as an Associate for the family office of Sarda Group (a listed entity) managing the corpus of 2000Cr.• Previously worked in a Fintech with prior experience in financial data and research analysis. Specialized in Benchmark Data within the Content & Technology Solutions SBU at FactSet.• I have certifications in NISM:1. Research Analyst2. Equity Derivatives3. Investment Adviser Level 1: XA

Kanak Thacker's Current Company Details
Trikaya Wealth Advisors

Trikaya Wealth Advisors

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Co-Founder
Raipur, CT, IN
Employees:
1
Kanak Thacker Work Experience Details
  • Trikaya Wealth Advisors
    Co-Founder
    Trikaya Wealth Advisors
    Raipur, Ct, In
  • Chhattisgarh Investments Limited
    Financial Research Analyst
    Chhattisgarh Investments Limited Feb 2022 - Present
    Raipur, Chhattisgarh, India
    • Develop and implement investment strategies for the family office with over $250 million in assets under management.• Manage a diverse portfolio of assets, including equities, fixed income, real estate, and alternative investments.• Conduct rigorous due diligence and ongoing monitoring of investments to manage risk and optimize returns.• Communicate investment performance and strategies to the family board through an in-house developed MIS tool.• Delivered strong investment… Show more • Develop and implement investment strategies for the family office with over $250 million in assets under management.• Manage a diverse portfolio of assets, including equities, fixed income, real estate, and alternative investments.• Conduct rigorous due diligence and ongoing monitoring of investments to manage risk and optimize returns.• Communicate investment performance and strategies to the family board through an in-house developed MIS tool.• Delivered strong investment performance while managing risk and maintaining a long-term investment outlook. (more than 15% CAGR)• Training and mentoring back end executives. Show less
  • Factset
    Senior Associate Specialist
    Factset Aug 2018 - Feb 2022
    Hyderabad, Telangana, India
    Working as a part of Benchmarks DataFeeds Implementation SBU, responsible for providing off- platform solutions to power FactSet’s clients across Compliance, Performance and Enterprise Data Management.• Streamline client’s internal processes with FactSet’s data delivery via FTP or web services.• Implement client projects, which involves setting up scheduled customized benchmark feedswhile working with various internal and external stakeholders.o Implementation of DataFeeds:… Show more Working as a part of Benchmarks DataFeeds Implementation SBU, responsible for providing off- platform solutions to power FactSet’s clients across Compliance, Performance and Enterprise Data Management.• Streamline client’s internal processes with FactSet’s data delivery via FTP or web services.• Implement client projects, which involves setting up scheduled customized benchmark feedswhile working with various internal and external stakeholders.o Implementation of DataFeeds: Prices / Fundamentals / Estimates / Ownership / Entity DataManagement / People / Events.o Track issues facilitate resolution and provide monthly status reports to senior management.• Engage with clients on a real time basis from requirement gathering to post deployment feed maintenance and training on the products.o Provide quick and customized content benchmark solutions to clients, which involves analysis and study of vendor methodologies for performance reporting.o Provide continuous support and maintenance for FactSet’s existing DataFeeds client accounts involving addition/removal/modification of benchmark DataFeeds.• Intensive involvement with the sales team to help with pre- sales (benchmark coverage) and post-sales responsibilities (client account audits) using internal proprietary tools and platforms.• Evaluate product functionality and coordinate with various product development and content teams to incorporate product/content enhancements within the company products. Show less
  • The Money Roller
    Equity Research Analyst
    The Money Roller Apr 2017 - Jun 2017
    Mumbai Area, India
    1. Learned the EIC framework (Economy, Industry, Company) 2. Undergone training in Fundamental Analysis. 3. Analysis of Global Economic Indicators. 4. Indian Economy Analysis 5. Sectoral Analysis of Media & Entertainment Industry 6. Qualitative Analysis of the Company - ZEE Entertainment Enterprises Ltd. 7. Financial Ratios & Evaluation of the Company8. IPO Analysis
  • Karvy Financial Services Limited
    Summer Intern
    Karvy Financial Services Limited Mar 2017 - May 2017
    1. Project Report on Comparative analysis of investment in mutual funds and direct investment in equity market .2. Research on investor’s perception of better form of investment. 3. Analysis of Mutual Funds and Equity shares.4. Analysis of “Biggest Fall in Indian Stock Market history - 2008”5. Learned the operations of Karvy Stock Broking Ltd. by opening Demat Accounts, SIPs.6. To calculate the risk & return profile of the equity stocks & mutual funds… Show more 1. Project Report on Comparative analysis of investment in mutual funds and direct investment in equity market .2. Research on investor’s perception of better form of investment. 3. Analysis of Mutual Funds and Equity shares.4. Analysis of “Biggest Fall in Indian Stock Market history - 2008”5. Learned the operations of Karvy Stock Broking Ltd. by opening Demat Accounts, SIPs.6. To calculate the risk & return profile of the equity stocks & mutual funds available in the market. Show less

Kanak Thacker Skills

Management Sales Microsoft Excel Leadership Customer Service Strategic Planning Team Leadership Training Process Improvement Negotiation Analysis Project Management

Kanak Thacker Education Details

Frequently Asked Questions about Kanak Thacker

What company does Kanak Thacker work for?

Kanak Thacker works for Trikaya Wealth Advisors

What is Kanak Thacker's role at the current company?

Kanak Thacker's current role is Co-Founder.

What is Kanak Thacker's direct phone number?

Kanak Thacker's direct phone number is (800) 102*****

What schools did Kanak Thacker attend?

Kanak Thacker attended Ibs Mumbai, Symbiosis College Of Arts & Commerce, Krishna Public School, Holy Cross School.

What skills is Kanak Thacker known for?

Kanak Thacker has skills like Management, Sales, Microsoft Excel, Leadership, Customer Service, Strategic Planning, Team Leadership, Training, Process Improvement, Negotiation, Analysis, Project Management.

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