![Vishesh Udeshi](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Vishesh Udeshi, CFA, is a Portfolio Management Analyst at Tacita Capital, Inc. He is a member of the firm’s portfolio management group and is responsible for generating portfolio audits, transition plans and wealth planning analyses.
In addition, he assists portfolio managers in servicing the family office clients.
Mr. Udeshi also sits on the firm’s active and passive ETFs and mutual funds committee.
He has several years of experience in the financial services industry.
Prior to joining Tacita Capital, he worked for several financial institutions including one of Canada’s largest banks.
Mr. Udeshi has earned an Honours Bachelor of Commerce degree from University of Mumbai with a concentration in Financial Markets.
He is also a Chartered Financial Analyst (CFA) charterholder, and a Certified Financial Planner (CFP) professional.
Postes actifs de Vishesh Udeshi
| Sociétés | Poste | Début |
|---|---|---|
Tacita Capital, Inc.
 Tacita Capital, Inc. Investment ManagersFinance Tacita Capital follows an evidence-based investment philosophy with the objective of delivering superior long-term, risk-adjusted, after-tax returns to each client. The firm considers the entire universe of diverse asset classes and investment strategies. | Analyst-Equity | 01/02/2023 |
Anciens postes connus de Vishesh Udeshi
| Sociétés | Poste | Fin |
|---|---|---|
Anand Rathi Financial Services Ltd.
 Anand Rathi Financial Services Ltd. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/06/2020 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Anand Rathi Financial Services Ltd.
Anand Rathi Financial Services Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Tacita Capital, Inc.
Tacita Capital, Inc. Investment ManagersFinance Tacita Capital follows an evidence-based investment philosophy with the objective of delivering superior long-term, risk-adjusted, after-tax returns to each client. The firm considers the entire universe of diverse asset classes and investment strategies. | Finance |
