Karthik Rangappa 🇮🇳

CEO

Bengaluru, Karnataka, India22 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Chief of Education at Zerodha, enhancing financial literacy.
Author of India's first illustrated financial literacy storybook.
Advisory Council member at NISM and World Economic Forum.

Stackforce AI infers this person is a Financial Education Expert with extensive experience in Equity Research and Investment Strategies.

Contact

Skills

Core Skills

Financial EducationEquity ResearchClient EngagementEquity TradingTraining DevelopmentEquity ValuationPortfolio ManagementEquity AnalysisFinancial ModelingOperations ManagementBusiness Development

Other Skills

EquitiesClient ManagementFundamental ResearchEquity InvestingTrading StrategiesRetail TrainingValuationReport WritingBusiness OperationsAccount ManagementSalesVendor ManagementDerivativesInvestment BankingInvestments

About

Passionate about financial literacy and helping people to make informed financial decisions. I've been observing and learning from stock markets since 2006. Currently serving as Chief of Education at Zerodha Broking Limited, where I focus on making financial education accessible to all. Author and curator at Zerodha Varsity, India's largest open-source financial literacy initiative. Author of Rupee Tales, India's first illustrated storybook designed to teach financial literacy to children. Serve on the Advisory Council at NISM, SEBI's capacity-building initiative, and a member of the World Economic Forum's Global Future Council on Financial Education.

Experience

22 yrs 7 mos

Total Experience

3 yrs 2 mos

Average Tenure

12 yrs

Current Experience

Zerodha

Chief of Education

May 2014 – Present · 12 yrs · Bangalore

EquitiesPortfolio ManagementEquity ResearchFinancial ModelingFinancial Education

Lokkur investment advisors private limited

AVP - Equity Research & Client Management

Jul 2013 – Jun 2014 · 11 mos · Bangalore

Role includes through fundamental research of listed companies in the Indian Equity markets. To identify investment opportunities that suits Lokkur's Investment Philosophy of investing in fundamentally strong companies with strong management over a medium to long term perspective.
The role also requires me to engage with the firm's clients on a regular basis to communicate investment thesis, asset allocation strategy, portfolio analytics amongst other activities.

Equity ResearchClient ManagementFundamental ResearchClient Engagement

The quant lab

Entrepreneurial Venture

Jan 2012 – Jun 2013 · 1 yr 5 mos · Bangalore, Karnataka, India

The Quant Lab (TQL) is an R&D firm dedicated to developing proprietary equity investing and trading strategies. The firm also has a focus on corporate and retail training in the area of Capital Markets.
Played a key role in modelling cash flows, P&L and BS with an eventual purpose of developing portfolio pairs, for TQL;s market neutral Pair Trading Strategy.
Developed content for retail training in the area of Equity Derivatives, Volatility Arbitrage and Relative Value Trading.

Equity InvestingTrading StrategiesRetail TrainingEquity TradingTraining Development

Prakar capital

Partner - Equity Research & Valuation

Jan 2010 – Jan 2012 · 2 yrs · Bangalore

Prakar Capital is a sector agnostic Equity Advisory Firm with a focus on the Indian markets. The firm manages funds based on proprietary investment strategies.
Role included building integrated financial models for investments purposes.
Performed valuations based on DCF and Trading Comparables, conducted ‘what if’ analysis and arrived at conclusive ‘go/no go’ advice on the stock under consideration
Was also responsible for a host of portfolio activities including beta estimates, VaR, hedge ratios, drawdown estimates etc

Financial ModelingValuationPortfolio ManagementEquity Valuation

Zerodha securities

Equity Analyst

Oct 2008 – Dec 2009 · 1 yr 2 mos · Banaglore

Zerodha Securities (earlier known as Kamath Associates) is the fastest growing Equity Broker in India, with an average daily volume turnover of over INR 1000Crs.
Responsible for initiation of new stock coverage, financial modelling, fundamental research and Equity Report writing.

Financial ModelingEquity ResearchReport WritingEquity Analysis

Lantern corp

Operations Manager

Jan 2005 – May 2007 · 2 yrs 4 mos · Bangalore

Lantern Corp (now 3i-Infotech Ltd) is an IT infrastructure service provider with operations in USA and India, catering to Fortune 500 companies such as Accenture, Washington Mutual, Bell South etc.
Played a key role in Business operations, Business Review and Account Management.

Business OperationsAccount ManagementOperations Management

Cardione consulting

Business Development Executive

Feb 2001 – Dec 2003 · 2 yrs 10 mos · Bangalore

Sales of Services
Was responsible for sales of smartcard solutions and services. Prepared detailed proposals and regularly responded to RFP and RFQ
Vendor Management
Interacted regularly with smartcard vendors for sourcing cards and getting acquainted with the latest smartcard technology

SalesVendor ManagementBusiness Development