Profile
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 our Family Office clients.
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.
He 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 member of the CFA Institute.
Vishesh Udeshi active positions
| Companies | Position | Start |
|---|---|---|
Tacita Capital, Inc.
 Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Analyst-Equity | 31/01/2023 |
Former positions of Vishesh Udeshi
| Companies | Position | End |
|---|---|---|
Anand Rathi Financial Services Ltd.
 Anand Rathi Financial Services Ltd. Investment Banks/BrokersFinance Anand Rathi Financial Services Ltd. (ARFS) is an independent securities brokerage firm headquartered in Mumbai, India. The firm was founded in 1994 as Anand Rathi Securities Ltd. ARFS provides Indian equities trading capabilities in the mid and small-cap companies to institutions, corporations, high net-worth individuals and families. | Corporate Officer/Principal | 31/05/2020 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Tacita Capital, Inc.
Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Finance |
Anand Rathi Financial Services Ltd.
Anand Rathi Financial Services Ltd. Investment Banks/BrokersFinance Anand Rathi Financial Services Ltd. (ARFS) is an independent securities brokerage firm headquartered in Mumbai, India. The firm was founded in 1994 as Anand Rathi Securities Ltd. ARFS provides Indian equities trading capabilities in the mid and small-cap companies to institutions, corporations, high net-worth individuals and families. | Finance |
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