Raj Thakker
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Raj Thakker Email & Phone Number

CFA Level 1 Candidate | Financial Advisor | Stock Market Enthusiast at JM Financial Services Ltd
Location: Mumbai, Maharashtra, India 6 work roles 1 school
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
CFA Level 1 Candidate | Financial Advisor | Stock Market Enthusiast
Location
Mumbai, Maharashtra, India
Company size

Who is Raj Thakker? Overview

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Raj Thakker is listed as CFA Level 1 Candidate | Financial Advisor | Stock Market Enthusiast at JM Financial Services Ltd, a with 172 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Raj Thakker.

Raj Thakker previously worked as Equity Advisor at Jm Financial Services Ltd and Equity Advisor at Blinkx. Raj Thakker holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from S K Somaiya Vidyavihars College Of Arts Science & Commerce Vidyavihar Mumbai 400 077.

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JM Financial Services Ltd

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About Raj Thakker

Results-driven finance professional with a proven track record in tax management, investment analysis, and financial strategy. As an Associate at Affluence Financial Services LLP, I successfully managed the filing of over 100 Individual and Company Income Tax Returns, leveraging technical and fundamental analysis skills to recommend tailored investment strategies. During my internship, I delved into researching diverse investment opportunities, honing my skills in analyzing market trends and assessing risk.In my Finance Intern role at Pinnacle Forex and Securities Pvt. Ltd., I implemented robust KYC procedures and compliance measures while actively engaging in real-market scenarios, identifying trends, patterns, and potential trading opportunities. Proficient in Microsoft Excel, Word, and Tally, I bring advanced data analysis and reporting capabilities.Currently pursuing the Chartered Financial Analyst (CFA) Level 1, I am committed to staying at the forefront of industry knowledge. My educational background includes a Bachelor of Accounting & Finance from S K Somaiya College, where I achieved an impressive CGPA of 8.63/10.Certified Ethical Hacker (CEH) Level 1 certified, showcasing proficiency in ethical hacking and penetration testing.Outside the professional realm, I actively contribute to positive change as a member of the Leo Club and previously led a marketing team in Somaiya's cultural forum. I conducted insightful research on Indian stock market dynamics post the global pandemic and represented Riverdale International School in a district-level basketball tournament.Let's connect to explore opportunities for collaboration and growth in the dynamic world of finance and technology.

Current workplace

Raj Thakker's current company

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JM Financial Services Ltd
Jm Financial Services Ltd
CFA Level 1 Candidate | Financial Advisor | Stock Market Enthusiast
bombay, maharashtra, india
Employees
172
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6 roles

Raj Thakker work experience

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Equity Advisor

Current

Mumbai, Maharashtra, India

• Provided investment advice to HNI clients on equity stocks and managed portfolios worth ₹ 1.4 crore.• Facilitating the trade on the client’s behalf over a call. • Developed customized financial plans for clients, balancing their risk tolerance with growth goals.• Advising clients on extended insurance coverage opportunities.• Regularly reviewed, adjusted client portfolios based on market conditions, performance, and client objectives.• Analyzed market trends and performed risk assessments to inform investment decisions.

Apr 2024 - Present

Equity Advisor

Current

Mumbai, Maharashtra, India

Apr 2024 - Present

Equity Research Intern

Mumbai, Maharashtra, India

• Conducted in-depth financial analysis of various companies within specified sectors to assess investment opportunities, utilizing fundamental analysis techniques. • Produced comprehensive equity research reports outlining investment recommendations, target prices, and risk assessments based on thorough industry and company-specific research. • Participated in management calls to gather insights, validate assumptions, and refine investment perspectives.• Assisted in raising over ₹ 40 crore in equity and debt for clients through private placements.• Gathered and reviewed key financial, operational, and legal information during the due diligence process to assess risks and validate investment theses.

Dec 2023 - Mar 2024

Finance Intern

Mumbai, Maharashtra, India

•Implemented KYC procedures and compliance requirements in accordance with industry standards and regulations.•Initiated orders and executed trades in securities market terminals.•Applied technical analysis concepts to real-market scenarios, actively participating in the identification of trends, patterns, and potential trading opportunities

Dec 2023 - Feb 2024

Associate

Navi Mumbai, Maharashtra, India

•Managed filing for over 100 Individual and Company Income Tax Returns• Conducted market research and competitive analysis to identify emerging trends and providerecommendations to help with company's financial performance.• Researched on various investment opportunities, including stocks, bonds, and mutual funds.•Acquired knowledge of insurance types, specializing in health and term insurance, generating quotations.•Gained an understanding of the stock market analysis using technical and fundamental aapproaches.

Mar 2021 - Nov 2022
Team & coworkers

Colleagues at JM Financial Services Ltd

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1 education record

Raj Thakker education

FAQ

Frequently asked questions about Raj Thakker

Quick answers generated from the profile data available on this page.

What company does Raj Thakker work for?

Raj Thakker works for JM Financial Services Ltd.

What is Raj Thakker's role at JM Financial Services Ltd?

Raj Thakker is listed as CFA Level 1 Candidate | Financial Advisor | Stock Market Enthusiast at JM Financial Services Ltd.

Where is Raj Thakker based?

Raj Thakker is based in Mumbai, Maharashtra, India while working with JM Financial Services Ltd.

What companies has Raj Thakker worked for?

Raj Thakker has worked for Jm Financial Services Ltd, Blinkx, Alphastrat Research, Pinnacle Trades (Pinnacle Brocom Pvt. Ltd., Pinnacle Forex & Securities Pvt. Ltd.), and Affluence Financial Services Llp.

Who are Raj Thakker's colleagues at JM Financial Services Ltd?

Raj Thakker's colleagues at JM Financial Services Ltd include Manisha Sakpal, Vishal Tripathi, Tushar Shelkande, Priti Panday Tiwari, and Vivek Newar.

How can I contact Raj Thakker?

You can use AeroLeads to view verified contact signals for Raj Thakker at JM Financial Services Ltd, including work email, phone, and LinkedIn data when available.

What schools did Raj Thakker attend?

Raj Thakker holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from S K Somaiya Vidyavihars College Of Arts Science & Commerce Vidyavihar Mumbai 400 077.

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