Rakshit Mehta Email and Phone Number
Hi there!! I'm a finance enthusiast who loves blending strategy and fun. As a CFA level 2 holder and mutual funds distributor, I'm committed to navigating the financial landscape with precision. My experience as an equity researcher and trader drives my dedication to uncovering investment opportunities that help my clients thrive. I also share insights on personal finance on my Instagram page @wealthy.millennials where I empower others to take control of financial future. When I'm not analysing stocks or developing investment strategies, you'll find me on the cricket field or following cricket updates. I thrive on the challenge of maximising financial potential and look forward to connecting with others who share a commitment to financial literacy and growth. Let's connect and explore the exciting world of finance.
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Mutual Fund SpecialistWealthy MillennialsBengaluru, Ka, In
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Independent Trader And InvestorSelf Employed Apr 2019 - PresentBengaluru, Karnataka, IndiaTrading Index Futures and Options, Equity Trading, Stock Futures and Options, Commodity and Equity Investing. -
Financial AnalystAcuity Knowledge Partners Aug 2022 - Jul 2024Bengaluru, Karnataka, India- Help in planning & implementation of deliverable calendar to ensure timely delivery of reports without missing any deadline and with 100% accuracy.- Working with internal & client stakeholders for raw data, resolving any queries and providing regular updates across all deliverables.- Work on excel based raw data reports to gather different type of data such as characteristics, holding, sector weights, performance, etc. to produce client specific reports using Excel, PPT, and Abode Acrobat.- Supports on updates and review of marketing materials such as Factsheets, Brochures, Flyers, and Pitch-books.- Extensive use of excel based formula templates, to create client specific Marketing materials and Muni Taxable funds.- Use of Factsheet tool for data extraction such as Absolute & Relative attribution data, performance data, etc. which is further used in the report production. -
Sales ExecutiveJineshwar Construction Llp Dec 2021 - May 2022Bengaluru, Karnataka, India
Rakshit Mehta Education Details
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Accounting And Finance -
Business/Commerce, General
Frequently Asked Questions about Rakshit Mehta
What company does Rakshit Mehta work for?
Rakshit Mehta works for Wealthy Millennials
What is Rakshit Mehta's role at the current company?
Rakshit Mehta's current role is Mutual Fund Specialist.
What schools did Rakshit Mehta attend?
Rakshit Mehta attended Jain (Deemed-To-Be University), Jain (Deemed-To-Be University).
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Rakshit Mehta
Deputy Manager Ii At Icici Bank || Spm Pdeu 23 || Vit Vellore 20 || Mechanical Engineer ||Udaipur -
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Rakshit Mehta
Mumbai1gmail.com -
Rakshit Mehta
Ampin Energy Transition | Dean'S Merit List, Xlri Pgdm (Gm) Co'24 | Ex-HoneywellGurgaon1uop.com
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