Rakshit Mehta

Rakshit Mehta Email and Phone Number

Mutual Fund Specialist @ Wealthy Millennials
Bengaluru, KA, IN
Rakshit Mehta's Location
Bengaluru, Karnataka, India, India
About Rakshit Mehta

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.

Rakshit Mehta's Current Company Details
Wealthy Millennials

Wealthy Millennials

View
Mutual Fund Specialist
Bengaluru, KA, IN
Employees:
209837
Rakshit Mehta Work Experience Details
  • Wealthy Millennials
    Mutual Fund Specialist
    Wealthy Millennials
    Bengaluru, Ka, In
  • Self Employed
    Independent Trader And Investor
    Self Employed Apr 2019 - Present
    Bengaluru, Karnataka, India
    Trading Index Futures and Options, Equity Trading, Stock Futures and Options, Commodity and Equity Investing.
  • Acuity Knowledge Partners
    Financial Analyst
    Acuity Knowledge Partners Aug 2022 - Jul 2024
    Bengaluru, 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.
  • Jineshwar Construction Llp
    Sales Executive
    Jineshwar Construction Llp Dec 2021 - May 2022
    Bengaluru, Karnataka, India

Rakshit Mehta Education Details

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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