5/5 (2)

1 call

Responds quickly

Available on 15th November

CA Rakesh Rathod

1 call

Responds quickly

Available on 15th November

Chartered Accountant, Evangelist at CASE Platforms, 26+ Years Building Wealth Management & PMS Businesses

Chartered Accountant, Evangelist at CASE Platforms, 26+ Years Building Wealth Management & PMS Businesses

English, Hindi

Mumbai, Maharashtra, India

I'm a Chartered Accountant, Certified Financial Planner, and hold a Postgraduate degree in Investment Banking, with over 26 years in the finance industry. I currently serve as Evangelist at CASE Platforms, where I contribute to the growth of the smallcase business. Before this, I played a pivotal role in establishing and scaling the domestic business at Nuvama Asset Services, where I championed the PMS and AIF industry's growth.

My career spans leading financial institutions including Sharekhan...Read more