Book a call with CA Rakesh Rathod on sprect.
rating5/5 (2)
calls1 call
last bookedLast call on Saturday
availableAvailable on 31st October

CA Rakesh Rathod

calls1 call
last bookedLast call on Saturday
availableAvailable on 31st October

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

languagesEnglish, Hindi

locationMumbai, Maharashtra, India

Talk to me about
#FinancialServices
#Strategy
#BusinessDevelopment
#FinancialInstruments
#WealthManagement
#PortfolioManagement
#RiskManagement
#Compliance
#ProductStrategy
#InvestmentBanking

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

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