![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>)
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 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.
Vishesh Udeshi active positions
| Companies | Position | Start |
|---|---|---|
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 | 2023-01-31 |
Former positions of Vishesh Udeshi
| Companies | Position | End |
|---|---|---|
Anand Rathi Financial Services Ltd.
 Anand Rathi Financial Services Ltd. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2020-05-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
18
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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