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Rakesh A. Email & Phone Number
Head - Offshore and Investment Planning, Private Wealth
at
Geojit
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Head - Offshore and Investment Planning, Private Wealth
Location
Bengaluru, Karnataka, India
Company size
Who is Rakesh A.? Overview
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Quick answer
Rakesh A. is listed as Head - Offshore and Investment Planning, Private Wealth at Geojit, a company with 1172 employees, based in Bengaluru, Karnataka, India. AeroLeads shows a matched LinkedIn profile for Rakesh A..
Rakesh A. previously worked as Head Investment Strategy & Planning - Private Wealth at Geojit Financial and Director and Head - Products, Channel & Strategy at Equirus Wealth. Rakesh A. holds Master Of Business Administration (Mba), Banking And Finance, A+ from Symbiosis International University.
Company email context
Email format at Geojit
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Geojit
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Profile bio
About Rakesh A.
With over 10 years of experience in the wealth management industry, I am passionate about creating and delivering customized investment solutions for high-net-worth clients. My core competencies include portfolio management, business relationship management, and banking. As the Head Investment Strategy & Planning at Geojit Financial, I am responsible for designing and executing the private wealth strategy for the firm, and overseeing a team of wealth advisors and analysts.In my previous role as the Director and Head of Products, Channel, and Strategy at Equirus Wealth, I was instrumental in curating the product stack, working with channel partners for business development, and launching targeted campaigns. I also led the Kerala and International Business verticals, expanding the client base and revenue streams.
Current workplace
Rakesh A.'s current company
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Geojit
12 roles
Rakesh A. work experience
A career timeline built from the work history available for this profile.
Head Investment Strategy & Planning - Private Wealth
Current
Mar 2024 - Present
Director And Head - Products, Channel & Strategy
Responsible for curating product stack, working with our channel partners for business development and launching targeted campaigns.
Oct 2023 - Jan 2024
Director And Head - Kerala & International Business
Apr 2022 - Sep 2023
Associate Director And Head - Kerala & International Business
Responsible for growing the HNI desk, strategy & offshore wealth management practice.
Apr 2020 - Mar 2022
Vice President & Zonal Head - South
Responsible for building team and setting up wealth management practice across Karnataka, AP, TN and Kerala.
Sep 2018 - Mar 2020
Investment Counselor
Manage a team of 23 Wealth Specialists. Key objectives: Revenue achievement, Mobilisation, Unique client transactions, improving Net sales and penetration through digital modes.
Apr 2017 - Oct 2018
Wealth Manager
May 2015 - Apr 2017
Deputy Manager - Preferred Banking
Relationship management, wealth management and increasing wallet share of client with the bank in terms of services and value.
Oct 2013 - May 2015
Snr. Relationship Manager - Trading Commodity & Currency
Kedia Commodity
Maintaining client relations, New product marketing, Product development, Managing risk, Taking positions on client books & Hedge currency exposures for exporters/importers.
Apr 2013 - Oct 2013
Jr. Equity Research Analyst
Iafi Pvt Ltd
Financial Modeling, Research, Fundamental Analysis and Valuations
Mar 2010 - Oct 2010
Financial Analyst Level 3 - Bank Loans Syndication And Trading
Risk management, project management, process migration & training.
Jun 2008 - Feb 2010
Team & coworkers
Colleagues at Geojit
Other employees you can reach at geojit.com. View company contacts for 1172 employees →
VP
Vinayak Pujari
Colleague at GeojitIndore, Madhya Pradesh, India, India
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SM
Soumya Mohanty
Colleague at GeojitBengaluru, Karnataka, India, India
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AJ
Amala Joseph
Colleague at GeojitKothamangalam, Kerala, India, India
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SG
Sharath Ginsha
Colleague at GeojitErnakulam, Kerala, India, India
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PS
Priyanka Sharma
Colleague at GeojitSikar, Rajasthan, India, India
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AJ
Angel Johnson
Colleague at GeojitPathanamthitta, Kerala, India, India
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KB
Krunal Bhatt
Colleague at GeojitVadodara, Gujarat, India, India
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PT
Pratibha Thawkar
Colleague at GeojitPune/Pimpri-Chinchwad Area, India
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AG
Arun Gopi
Colleague at GeojitErnakulam, Kerala, India, India
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MJ
Manu Jacob
Colleague at GeojitKochi, Kerala, India, India
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Vinayak Pujari
Colleague at GeojitIndore, Madhya Pradesh, India, India
View →
SM
Soumya Mohanty
Colleague at GeojitBengaluru, Karnataka, India, India
View →
AJ
Amala Joseph
Colleague at GeojitKothamangalam, Kerala, India, India
View →
SG
Sharath Ginsha
Colleague at GeojitErnakulam, Kerala, India, India
View →
PS
Priyanka Sharma
Colleague at GeojitSikar, Rajasthan, India, India
View →
AJ
Angel Johnson
Colleague at GeojitPathanamthitta, Kerala, India, India
View →
KB
Krunal Bhatt
Colleague at GeojitVadodara, Gujarat, India, India
View →
PT
Pratibha Thawkar
Colleague at GeojitPune/Pimpri-Chinchwad Area, India
View →
AG
Arun Gopi
Colleague at GeojitErnakulam, Kerala, India, India
View →
MJ
Manu Jacob
Colleague at GeojitKochi, Kerala, India, India
View →
4 education records
Rakesh A. education
Master Of Business Administration (Mba), Banking And Finance, A+
Bachelor Of Business Management, Finance, General
Class X
St. Ann'S Convent School
Sales Leadership, Marketing/Marketing Management, General
FAQ
Frequently asked questions about Rakesh A.
Quick answers generated from the profile data available on this page.
What company does Rakesh A. work for?
Rakesh A. works for Geojit.
What is Rakesh A.'s role at Geojit?
Rakesh A. is listed as Head - Offshore and Investment Planning, Private Wealth at Geojit.
Where is Rakesh A. based?
Rakesh A. is based in Bengaluru, Karnataka, India while working with Geojit.
What companies has Rakesh A. worked for?
Rakesh A. has worked for Geojit, Geojit Financial, Equirus Wealth, Equirus Wealth Management, and Citibank India.
Who are Rakesh A.'s colleagues at Geojit?
Rakesh A.'s colleagues at Geojit include Vinayak Pujari, Soumya Mohanty, Amala Joseph, Sharath Ginsha, and Priyanka Sharma.
How can I contact Rakesh A.?
You can use AeroLeads to view verified contact signals for Rakesh A. at Geojit, including work email, phone, and LinkedIn data when available.
What schools did Rakesh A. attend?
Rakesh A. holds Master Of Business Administration (Mba), Banking And Finance, A+ from Symbiosis International University.
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