Transact
Kajel Davda is a skilled Risk Analyst currently employed at Transact since August 2024. Prior to this role, Kajel worked as a Graduate Compliance Analyst at Winterflood Securities from April 2023 to August 2024, and as an Accounting Assistant at BNP Paribas from January 2023 to April 2023. Earlier experience includes positions as a Sales Floor Team Member at Greggs from August 2019 to September 2021, an Activity Coordinator at Telligo in July 2019, and a brief internship at BlackRock in February 2019. Kajel's foundational work experience also includes a position at Proactis Solutions in July 2017. Kajel holds a Bachelor's degree in Mathematics and Finance from City, University of London, completed between 2019 and 2022, and received secondary education at Greenford High School from 2015 to 2018.
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Transact
Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £50.31 billion of funds under direction (as at June 2021) on behalf of over 6,400 advisers and 205,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for 11 consecutive years (2010-2020). We once again topped major categories including Overall Satisfaction, Investment Capabilities and Adviser Support Services in the 2020 Investment Trends survey. We are proud to have been voted Platform of the Decade at the 2016 UK Platform Awards, and in 2017 we won eight awards including FT Adviser’s 5 Star Investment and Investment Innovation award. In 2018 our awards included Platforum's Best Adviser Platform over £10bn, as well as Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. In 2019 we were awarded Professional Adviser's Best Platform for Advisers (AUA over £20bn), Professional Paraplanner's Best Platform award as well as FT Adviser’s 5 Star Investment Provider award. For 2020 we were awarded a Platinum Platform Rating by Adviser Asset (which we also received in 2019 and 2018) and the FT Adviser’s 5 Start Platform award.