Book a call with CA Rakesh Rathod on sprect.
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availableavailable on 6th October

CA Rakesh Rathod

availableavailable on 6th 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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