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About me
A finance professional with 23 years of experience, Rakesh Rathod currently serving smallcase to spreadharard their business He has be instrumental in setting and scaling up Domestic Business for Edelweiss Prime Brokerage Services where he championed the growth PMS/AIF industry.
A Chartered Accountant by education, Rakesh is also a Certified Financial Planner ,Post Graduate in Investment Banking and a SEBI Registered Investment Adviser.
He has worked with leading financial institutions such as Sharekhan, Motilal Oswal, IIFL, Prabhudas Lilladher and MCX-SX, gaining valuable experience across functions from operations and product strategy to business development and marketing. A well-rounded professional, Rakesh has also had an entrepreneurial stint, having founded Finapple Ideas, a financial advisory company.
Currently, Rakesh is excited about the massive shift of money flowing from the transactions space to assets and the opportunities this shift presents with respect to new fund structures like smallcase mutual funds ,PMS and AIF
Apart from work, Rakesh’s current romance is with Financial Literacy – it keeps him engage with the youth and Savers and is just the time he needs for ideation
Join - Rakesh Rathod WhatsApp Initiative and get a financial wellness concept every Saturday To be a part of it, click here https://tinyurl.com/y7ca7hoe
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