OMKARA CAPITAL LLC
MIAMI, FLORIDA

Sanjay founded Omkara Capital LLC after turning down multiple opportunities at a multi-national firm, including becoming a Portfolio Manager on a quantitative equity team in Chicago, Illinois. Instead of focusing on institutional clients, he wanted to continue managing portfolios for individuals. The primary reason he joined the investment management business was to directly help individuals and their families, while providing the highest level of service possible. Sanjay has over 9 years of experience in the financial services industry. Most recently at Northern Trust, he co-managed discretionary investment portfolios totaling $600 million for high net-worth individuals, foundations, and trusts in St. Petersburg, Florida. During this time, he maintained an active role in all aspects of the investment process including portfolio allocation, strategy selection and research, client presentations, and sourcing new business. Sanjay recognized at a young age his interest in finance and started his investment management career during his undergraduate studies at an independent Registered Investment Adviser located in Chicago. Sanjay earned his Master’s of Business Administration (MBA) from the Hough Graduate School of Business at the University of Florida. In addition, he completed his Bachelor’s of Business Administration (BBA) from Loyola University of Chicago, double majoring in Finance and Information Systems. He also holds the Series 65 FINRA license (Uniform Investment Adviser Law). Omkara Capital LLC is an independent Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchse of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Sanjay founded Omkara Capital LLC after turning down multiple opportunities at a multi-national firm, including becoming a Portfolio Manager on a quantitative equity team in Chicago, Illinois. Instead of focusing on institutional clients, he wanted to continue managing portfolios for individuals. The primary reason he joined the investment management business was to directly help individuals and their families, while providing the highest level of service possible. Sanjay has over 9 years of experience in the financial services industry. Most recently at Northern Trust, he co-managed discretionary investment portfolios totaling $600 million for high net-worth individuals, foundations, and trusts in St. Petersburg, Florida. During this time, he maintained an active role in all aspects of the investment process including portfolio allocation, strategy selection and research, client presentations, and sourcing new business. Sanjay recognized at a young age his interest in finance and started his investment management career during his undergraduate studies at an independent Registered Investment Adviser located in Chicago. Sanjay earned his Master’s of Business Administration (MBA) from the Hough Graduate School of Business at the University of Florida. In addition, he completed his Bachelor’s of Business Administration (BBA) from Loyola University of Chicago, double majoring in Finance and Information Systems. He also holds the Series 65 FINRA license (Uniform Investment Adviser Law). Omkara Capital LLC is an independent Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchse of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Omkara Capital LLC is an independent Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchse of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.