Summary
Overview
Work History
Education
Skills
Certification
Awards
Timeline
Generic

Nainesh Thakkar

Product Manager
Mumbai

Summary

Dynamic Senior Product Manager with over 10 years of experience in financial markets and more than 5 years in developing innovative trading products at top-tier brokerage firms. Expertise includes a unique combination of proprietary trading, derivatives, and product leadership, driving significant results such as a 19% increase in trader conversion rates. Successfully scaled a brokerage education platform to over 2,000 users, positively influencing monthly trading volumes. Provided strategic advisory services to clients managing assets exceeding ₹50 crore through tailored proprietary strategies. Knowledgeable Subject Matter expert with track record of leading product development initiatives and guiding cross-functional teams to success. Proven ability to enhance product features, streamline processes, and drive user satisfaction. Demonstrated expertise in strategic planning and stakeholder management.

Overview

15
15
years of professional experience
7
7
Certifications

Work History

Product Lead – Data Discovery & Research

Kotak Securities
Mumbai
03.2024 - Current
  • Launched 'Most Bought' suite (Stocks, MTF, ETF) → 11% activation among new clients
  • Built MTF Research product → contributed 4% to digital MTF revenue
  • Redesigned research screen → +21% research-led trades
  • Building AI conversational screener (ML-based)
  • Rolled out global indices & advanced screeners
  • Played a critical role in conceptualizing and executing the “Trader's Café” initiative by Kotak Neo. Have been travelling to different cities across India to showcase the NEO product to traders and investors.
  • Organised sessions on Trading, charts and investing for the product and design teams before office hours so they have relevant knowledge on the phycology and approach of the product they are building.

Head, Fisdom Academy & Sr. Growth & Product Manager

Fisdom
Mumbai
03.2021 - 02.2024
  • Was an integral part of the core team that built 0→1 broking platform → 50,000+ traders
  • Improved trader conversion by 58% (12% → 19%) through education initiatives
  • Increased the life of a trader in the platform teaching disciplined trading techniques
  • Created the logic to make options greeks and screeners live on the Fisdom Platform. The logic of options was defined from scratch and built inhouse.
  • Generated ₹21L+ revenue from Fisdom Academy through online live and recorded & offline events
  • Reduced CAC by 45%, forged 15+ partnerships with traders to promote the platform
  • Hosted IGNITE: 660+ participants, 14% funded accounts
  • Introduced the trading community including well known names like – Vishal mehta, Sanket Thakkar, Jyoti Budhia, Kirubakaran Rajendran, Vijay Thakar, Saurabh Sisodia, Foram Chedda, Spandan Vyas, Aditya Iyer and many more to fisdom and invited them for product feedback and suggestions.

Trainer, Trader & Market Professional

Self Employed
Mumbai
01.2015 - 02.2021
  • Visiting Faculty at BSE & NSE academy teaching – Derivatives, Advanced derivatives, Technical Analysis
  • 15,000+ hours of classroom sessions, 500+ hrs of live market sessions, 3,000+ students trained at BSE Institute
  • Have trained & mentored multiple students to become full time traders, Technical analysts.
  • Moderated industry leader interviews- Mr. Navneet Munnot, Mr. Ramesh Damani, Mr. Raamdeo Agarwal, Mrs. Deena Mehta, Mr. Nilesh Shah and many more
  • Represented India in financial professionals delegation to China
  • Was a full time trader for 6 years managing Proprietary funds implementing Equity & FNO strategies using charts.

Consultant

Shreepati Holdings & Finance Pvt. Ltd.
01.2018 - 02.2021
  • Managed ₹50+ Cr AUM for 100+ HNIs
  • 92% client retention with structured risk management
  • Designed derivatives strategies reducing risk by 20–30%

Research Analyst

Aon Global Insurance Brokers
12.2013 - 12.2014
  • Authored 10+ research papers for Govt of India via IMC
  • Digitized events → +60% registrations at the IMC events
  • Was a part of the team to set up GIFT City skill center
  • Was a part of the team that restructured all the processes and staff at IMC

Proprietary Trader & Research Analyst

Shreepati Holdings
06.2010 - 07.2011
  • Managed proprietary desk with consistent ROI
  • Created 25+ option strategies for monthly income
  • Delivered daily research reports to 1000+ clients with market insights and news that will impact price

Education

MBA - Financial Markets

BSE Institute (IGNOU)
Mumbai
07-2013

CA PCC (Both Groups Cleared) -

ICAI
Mumbai
11-2012

B.Com -

H.R. College
Mumbai
03-2010

ICSE -

St. Marys ICSE
03-2005

Skills

  • Derivatives

  • Trading Analytics

  • API Integrations

  • Trainings

  • Trading Platforms

  • 0→1 Development

  • Risk Management

  • Options Greeks

  • F&O

  • Trading Platforms

Certification

NSE NCFM Derivatives Dealers

Awards

  • Most Impactful Trading Faculty 2021 – BSE Institute
  • Marvelous Mentor 2020 – BSE Institute
  • STAR Faculty 2019 – Highest student scores
  • Best Faculty 2018 – BSE Institute
  • 1st Place – Mock Stock, H.R. College Investment Club

Timeline

Product Lead – Data Discovery & Research

Kotak Securities
03.2024 - Current

Head, Fisdom Academy & Sr. Growth & Product Manager

Fisdom
03.2021 - 02.2024

Consultant

Shreepati Holdings & Finance Pvt. Ltd.
01.2018 - 02.2021

Trainer, Trader & Market Professional

Self Employed
01.2015 - 02.2021

Research Analyst

Aon Global Insurance Brokers
12.2013 - 12.2014

Proprietary Trader & Research Analyst

Shreepati Holdings
06.2010 - 07.2011

MBA - Financial Markets

BSE Institute (IGNOU)

CA PCC (Both Groups Cleared) -

ICAI

B.Com -

H.R. College

ICSE -

St. Marys ICSE

Similar Profiles

CREATE PROFILE
Nainesh ThakkarProduct Manager