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Chirag Thakkar

Chirag Thakkar

Relationship Manager

Followers of Chirag Thakkar1000 followers
location of Chirag ThakkarPune, Maharashtra, India

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  • Timeline

  • About me

    Financial Analyst | Elucidator | BMS in Finance | Business Minded | Stock Market Enthusiast & Researcher

  • Education

    • KJ Somaiya College of Science and Commerce

      2018 - 2021
      BMS Finance 10 CGPA

  • Experience

    • Fortune India Capital Management Company

      Aug 2019 - Mar 2021
      Relationship Manager

      • Financial Planning, Wealth management and handling HNI client's portfolios• Client meetings and Business closures• Backend operations management, transaction punching, account opening and data mapping, etc

    • EClerx

      Jun 2022 - Nov 2023
      Financial Analyst

      • Interest claims department on claims for multiple products such as Equity, Fixed income derivatives & FX.• OTC Derivatives Settlements• Swift Payments & Clearing Breaks• Reporting (Daily, Weekly, Monthly)• Training and assistance to the new team members being a SME

    • Addepar

      Jan 2024 - now
      Portfolio Data Operations Analyst

  • Licenses & Certifications

    • Reading Financial Statements

      Corporate Finance Institute® (CFI)
      May 2021
      View certificate certificate

    • NISM Va - Mutual Funds Distributors Certificate

      National Institute of Securities Markets (NISM)
      Dec 2020

    • How to Sell Anything

      UpGrad
      May 2021

    • NISM Series 8 - Equity Derivatives Certification Examination

      National Institute of Securities Markets (NISM)
      May 2023