Udipth Talera
Founder & MD - Finideas | Fund Manager | Equity Investor | Wealth Advisor | Entrepreneur
- Role
- Founder & Md at Finideas
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Udipth Talera
We are into investment advising since last 15 years. Over the years we have focused a lot on automising advising. Today we provide AI based investment products ranging from Intraday products to as long as more than 10 years product. We are 26th company in India which has got its algorithmic softwares approved from NSE. We have more than clients & have more than 100+ NSE / BSE members on our satisfied client list.
Experience
Founder & Md
Jan 2009 — Present · Surat, IN
Current role:Currently leading AI based Investment advising & Currency hedging products. We as a company has evolved into developing softwares wherein the client decides what fund he wants to invest in what strategy & post that all decision making (what, when & how much to buy & sell) is done by machine. The strategies ranges from intraday strategies to 10 years + investment view strategies. Further, we provide currency hedging solutions to importers & exporters such that they can simply focus on their core business & we relieve them from effect of currency movements
Education
South Gujarat University
Bachelor of Commerce (B.Com.)
1997 — 2000
The Institute of Chartered Accountants of India
Chartered Accountants
1998 — 2001
Institute of Management Technology, Ghaziabad
Master of Business Administration - MBA, Finance, General
2013 — 2015
ICFAI Distance Education
DBF, Finance
1997 — 1998
ASSOCIATION OF CERTIFIED TREASURY MANAGER
Certified treasury Manager
2000 — 2001
Sardar English Higher Secondary School
12th
1992 — 1997
National Institute of Securities Markets (NISM)
Registered Investment Adviser, Investments and Securities
2015 — 2015
Skills
- Equity Research
- Capital Markets
- Business Strategy
- Trading Systems
- Financial Markets
- Trading
- Technical Analysis
- Equities
- Portfolio Management
- Options
- Quantitative Finance
- Fx Options
- Trading Strategies
- Proprietary Trading
- Equity Derivatives
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