Vivek Trikha
Investment Advisor | Ex-360 ONE | Ex-CRISIL | Cranfield Alum
- Role
- Head - Investment Advisory at Nuvama Private
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Vivek Trikha
Dedicated, pragmatic and result oriented person who is passionate to utilise skills and abilities as a qualified finance professional. A team player leading from front, a CFA charterholder with an industry experience of more than 15 years has excellent proficiency in mathematics and has good market awareness.
Experience
Head - Investment Advisory
Jan 2026 — Present · Mumbai, IN
Education
University of Mumbai
Bachelor of Engineering, Information Technology
2002 — 2006
Cranfield School of Management
MS in Finance & Management, Finance & Management
2010 — 2011
CFA Institute, US
Passed CFA Level III Exam, Private Wealth Management, Portfolio Management, Fixed Income, Equity, Corporate Finance
2009 — 2014
Skills
- Exotic Derivatives
- Valuation
- Fixed Income
- Financial Modeling
- Vba
- Spss
- C
- C++
- Java
- Sql
- Db2
- Sdlc
- Requirements Analysis
- Investment Banking
- Corporate Finance
- Market Risk
- Equities
- Risk Management
- Analysis
- Management
- Finance
- Analytical Skills
- Software Development Life Cycle (Sdlc)
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