ANIIK KOTAKK in

ANIIK KOTAKK

Sharpshooter · DISC type CD
Vice President at TRUST
📍 Mumbai, Maharashtra, India

Aniik is a seasoned business leader with over 17 years of experience in wealth management, strategic finance, and cross-border finance. As Vice President at TRUST, he leverages expertise from prior roles at Aditya Birla Capital and InCred Wealth. He holds an Executive MBA from Indian Institute of Management Ahmedabad.

Outside of his financial career, Aniik shows a keen interest in personal development, having completed courses in public speaking, corporate etiquette, and personality development. His writings reveal a philosophical side, as he often shares creative and metaphorical life lessons and observations.

He enjoys crafting witty and humorous posts, such as one that creatively compares the acronym for "Wife" as a supportive partner versus "Wife" as a fulfilling work life.

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Experience
14 Years
Current Role
Vice President
Job Level
Senior
Location
Mumbai, Maharashtra, India
Personality Overview

How ANIIK shows up

Fast But Analytical
Rigorous & Demanding
ROI Driven

They prefer to move quickly, and expect the same from others. They do not care very much about building rapport or relationships. They put a lot of effort into ensuring personal success.

Priorities

Topics ANIIK cares about

Wealth Management
Specializes in managing large portfolios for HNI & UHNI clients, focusing on risk profiling, asset allocation, and creating tailored investment strategies to meet individual needs.
Strategic Finance
Analyzes global market trends and lender quotes to deliver strategic financial insights, drive origination opportunities, and spearhead transaction execution.
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Career

Work history

6-2023
Vice President
TRUST
2-2022 - 12-2022
Senior Partner – Client Relations
Aditya Birla Capital
4-2020 - 12-2020
Senior Private Banker
InCred Wealth
11-2019 - 4-2020
Senior Manager – NRI Banking
Kotak Mahindra Bank
1-2018 - 8-2019
Vice President – Equities Desk
Indiabulls Ventures Limited
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
3-2020 - 5-2021
Executive MBA
Indian Institute of Management Ahmedabad
3-2019 - 12-2019
EXECUTIVE MASTERS IN STRATEGIC MANAGEMENT
Indian Institute of Management Kashipur
2008 - 2010
MASTER OF COMMERCE
K.P.B Hinduja College of Commerce
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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