CFA Institute – Career Guide India

CFA Institute

Talented enough to be hired at one of the world’s leading management consulting firms, Akhilesh Tilotia, CFA, is a numbers guy at heart and, in his head, likes to chase the big picture.

At Kotak Institutional Equities, Akhilesh interacts with institutional investors who want to understand the long-term perspective of the India investment story across a range of asset types. Akhilesh is well-versed on macroeconomic and political scenarios playing out in the country in both the short and long term, which helps him advise clients on the implications.

Akhilesh completed his post-graduate diploma in management (PGDM) at the Indian Institute of Management (IIM), Ahmedabad, and began his career at the Boston Consulting Group. A couple of years later, he joined the research team of Kotak Institutional Equities. Following an entrepreneurial itch, he left to set up PARK Financial Advisors, a niche financial advisory, wealth management, and investment banking firm. He sucessfully exited the venture (selling it to Karvy) and returned to the Kotak Institutional Equities research team.

Having built a specialisation in thematic research, Akhilesh wrote his first book, The Making of India: GameChanging Transitions, in 2015.

Research on thematic trends in India that will play out in the long run is his area of expertise. He is responsible for knowledge sharing events with key decision makers across the private and public sector. “Inquisitiveness, curiosity, and an unending enthusiasm to understand what’s happening daily in the markets are traits of every thematic research analyst,” he reveals.

Commenting on the value of his CFA designation, Akhilesh says, “The CFA designation is valuable for career progression and signaling to your organisation a commitment to upskilling yourself.”

Ability to Communicate

Akhilesh sees communication as a critical skill to his success. His role is to convince stakeholders of his thought processes, which requires a strong command of language: writing, speaking, presenting, and persuading. “The CFA qualification brings global recognition and respect. It brings a sense of comfort and recognition, especially when interacting with members of the global investment community,” he says.

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