Rakesh Rathod
Chartered Accountant | CFP | Angel Investor | Partnerships | PMS | AIF | Wealth Management
- Role
- Evangelist at smallcase
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Evangelist
Dec 2020 — Present · Mumbai, IN
Smallcase is a wealth management startup that focuses on democratizing equity investing. It builds platforms and investment products to invest better in Indian equities. A smallcase is a basket of stocks/ETFs weighted intelligently to reflect an idea. It was founded in 2015 and is based in Bengaluru, India.smallcase is on a mission to change how India & Indians invest. We build products & tools for individuals to invest better in stocks/ETFs and infrastructure for the industry to offer better investment products. Our investor community is strong & we work with the largest financial brands in India like Zerodha, Grow,HDFC, Kotak, Axis,ICICI, & more. We are a young, passionate 300+ member team, supported by marquee investors like Sequoia,Blume,Faeing Capital,HDFC Bank,Premji Invest,Hemendra Kothari,Utpal Seth,Nithin Kamath and others.
Education
FPSB-USA
CFP, FINANCIAL PLANNING
2009 — 2010
CA
CA, FINANCE
1996 — 1999
ICFAI
CIB, INVESTMENT BANKING
2001 — 2002
FLAME University
Flame investment lab with the masters, Value Investing
2017 — 2017
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