Financial Freedom For The New Generation
Orca Financial is focused on empowering the new generation of investors, through financial literacy as well as simplifying investment models and strategies. We have partnered with “holistic” advisers, where we work to help reduce your taxes; advise on the right structure for your startup, and much more.
Finance/Investing can be a very confusing world, be it as individual or as founder of a company, you are often left in confusing mess of terms resulting in a feeling of lost on how to manage your money/assets properly for today and the future. Orca Financial is changing the way we look at finance and investing, by providing a unique approach to understanding finance and changing the way you think about investing through our unique methods, that can not be found anywhere else. We want the new generation to take back control of their finances and make the right decision today. We are not sharks, or wolves, we are Orcas: A New Breed Of Advisers.
We simplify investing terms for you and help you reach your life/business goals.
Orca Financial is built as a one source for investing information, we explain current events as well as strategies about investing. Finally, we partnered with experienced advisers who have adopted the Orca mantra and do wealth management for individuals as well as planning for Startups. Because you should know what and how you are investing not just handing your future over to a robot who does not understand you at all.
Orca take financial terms and proven market strategies and make an intimidating concept very easy through our pod of experts.
Orca reads all the financial news that’s fit to print, summarize, and translate it into our easy to understand Orca terminology, just for you!
Orca Mantra focuses on proven tax planning strategies unique towards VC’s and Angels that help with exit strategies as well as planning new investments.
Orca has developed unique strategies for Social Media Influencers; Our partners portfolio strategies and planning that help give a clear financial future.
Orca empowers employees by providing strategies that focus on their future and give the financial clarity of a corporation at a Start Up level. Provided on an individual or company wide basis.
Orca is an end-to-end service provider for start-up founders. Our partner adviser like 20/20 manage and advise on: cash flow, taxes, stock options, filing, sale of the company, and more.
Orca has partnered with firms like 20/20 CMI, a firm with 20+ years of experience, to provide the easiest, transparent and most interactive investing strategies and management services for our clients.
Orca educated on building roadmaps to help you reach life’s milestones and our partnered advisers have unique portfolios designed for the new generation.
Rohan Thakkar - CEO/Founder
Rohan is our Pod Leader and sets the strategic vision for Orca Financial. As a young investor, Rohan found himself doing hours of research and asking experts in his network for advice on financial planning, including portfolio management and tax planning, this proved to be a tiresome task with limited resources outside of his network. He therefore launched a company that helps the new generation take control of their financial future and thus created Orca Financial. Previously, Rohan spent two years at IBM in the Bay Area and graduated from Purdue University in 2013.