M&G Investments
Bhavik Kakkad, CFA, CFP, currently serves as Manager - Performance Reporting at M&G Investments since December 2022, after holding the position of Senior Manager - Performance Reporting at M&G Global Services Private Limited from September 2020 to November 2022. Bhavik has significant experience in performance reporting, having previously worked as an Equity & Multi-Asset Performance Analyst for Risk at M&G Investments, and as a Senior Investment Liaison for International Equity at T. Rowe Price. Earlier roles include various positions at JPMorgan Chase, where responsibilities ranged from performance analytics to project management across multiple teams. Bhavik's educational background includes a B.Com in Accounting & Finance from Narsee Monjee College of Commerce and Economics.
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