Utkarsh P. Email and Phone Number
Hello and welcome to my LinkedIn profile! I am a seasoned Wealth Manager and Derivatives Trader with over half a decade of experience in the finance industry. I am a wealth Manager at my firm Aria investments!Our USP is not telling which share or funds to recommend but "How" Much money to invest is the real question! We solve that first buy making custom tailor portfolios and then suggesting they invest in Index funds or ETFs!I am also a CFA level 3 candidate and have done an MBA in finance from GISMA School of Business, Berlin which reflects my commitment to ongoing education and professional development. I believe that staying up-to-date with industry trends and best practices is crucial to providing the best possible service to my clients.In addition to my work in finance and healthcare, I am the proud founder of Tekas Total Footcare, a start-up that specializes in providing comprehensive foot care solutions to patients. As an entrepreneur, I am passionate about creating innovative solutions that address real-world problems.I believe that my diverse background and skillset enable me to approach challenges with a unique perspective and find creative solutions. I am always looking to connect with like-minded professionals and explore new opportunities. Thank you for taking the time to visit my profile, and I look forward to connecting with you!
Tekas Total Footcare
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Founder And CeoTekas Total Footcare Sep 2023 - PresentNagpur, Maharashtra, IndiaWe are a custom, soft Comfort footwear brand to help you live your life pain free in your daily requirements! -
PartnerAria Investments Apr 2020 - PresentNagpur, Maharashtra, IndiaI make personalised financial plans and advise stocks and mutual funds and insurance as per clients risk appetite and financial goals. I advise PMS services associated with NJ India invest Pvt Ltd
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Chief Executive OfficerSaket Ortho Rehab International Private Limited Aug 2021 - Aug 2023Nagpur, Maharashtra, IndiaManage all the financial aspects of the company, treasury, Capital budgeting, receivables and payable management and other workings and management and administration of the company. -
Research AssociateBombay Stock Exchange Limited Jun 2020 - Aug 2020Mumbai, Maharashtra, IndiaWorked as an equity associate for industry mentor project (IMP). -
Derivatives TraderJd And Associates Feb 2020 - May 2020Pune, Maharashtra
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Equity Research InternBarclays Corporate & Investment Bank Feb 2019 - Feb 2020Pune, Maharashtra, India -
Finance And Accounts InternRb Pethe & Co Chartered Accountants Jan 2018 - Jan 2019Nagpur, Maharashtra, India
Utkarsh P. Education Details
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Cfa InstituteFinance, General -
Finance And Financial Management Services -
Hislop College, Temple Road, Civil Lines, NagpurAccounting And Finance -
Business/Commerce, General
Frequently Asked Questions about Utkarsh P.
What company does Utkarsh P. work for?
Utkarsh P. works for Tekas Total Footcare
What is Utkarsh P.'s role at the current company?
Utkarsh P.'s current role is Wealth Manager | Derivatives Trader | Entrepreneur | CFA level 3 candidate | Founder- Tekas total footcare.
What schools did Utkarsh P. attend?
Utkarsh P. attended Cfa Institute, Gisma Business School, Hislop College, Temple Road, Civil Lines, Nagpur, Institute Of Chartered Accountants Of India.
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