Shraddha Rahate Email and Phone Number
With over seven years of honed expertise in investment analysis and a specialized focus in Private Wealth Management, I've dedicated my career to mastering the intricacies of financial planning, research, and investment product analysis. My journey through roles at JM Financial Ltd. and MFA Capital Private Ltd., has cultivated a profound understanding of the nuances of wealth management and strategic financial planning.I'm driven by the enthusiasm to connect with fellow finance professionals and enthusiasts, fostering discussions on the dynamic landscape of wealth management and investment analysis. Let's engage, share insights, and carve new avenues in this ever-evolving domain.
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Sr. Associate - Investment ProductsJm Financial Ltd Apr 2024 - Present -
Associate - Investment ProductsJm Financial Ltd Apr 2023 - Mar 2024
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Sr. Executive - Investment ProductsJm Financial Ltd Jan 2022 - Mar 2023• Play an instrumental role in the identification, review, and analysis of investment opportunities in equity and alternative assets• Assist in development and onboarding of new investment products across various asset classes• Collaborate with Wealth Managers to facilitate understanding of investment opportunities and support acquisition efforts with marketing collaterals• Engage actively with legal, compliance, and other stakeholders for product launch and execution
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PresidentPtva'S Institute Of Management Alumni Association Mar 2023 - Nov 2023
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Joint SecretaryPtva'S Institute Of Management Alumni Association Sep 2018 - Mar 2023Mumbai Area, India
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Associate & Financial CoachMfa Apr 2021 - Dec 2021Mumbai Area, India -
Senior Analyst - Planning And ResearchMfa Apr 2019 - Mar 2021
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Junior Analyst - Planning And ResearchMfa May 2017 - Mar 2019• Developed tailored financial plans for high-net-worth individuals using tax and investment strategies• Skilled at resolving client queries regarding financial instruments, insurance products, and loan analysis, etc.• Provided investment recommendations based on clients' financial goals and risk profiles• Launched excel calculators to minimize time for repetitive tasks and trained junior team members• Supported smooth implementation of process automation• Assisted in updating two books authored by the founder, titled 'The Only Financial Planning Book That You Will Ever Need' and 'Financial Planning for Doctors'
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Internal AuditorMep Infrastructure Developers Ltd. May 2016 - Jun 2016Umesh P. Gosar & AssociatesWorking with Umesh P. Gosar & Associates as an Internal Auditor for their client MEP Infrastructure Developers Ltd., my tasks included:• Conduct operational audits at MEP Toll Plazas & prepare detailed audit reports• Assist in conducting HR Process Audit• Originate the process of ‘Vehicle Audit’ for better cost – benefit analysis• Support the preparation of Quarterly Internal Audit Report for the firm -
PresidentEnactus-Mldc Apr 2014 - Sep 2015Vile-Parle, Mumbai
Shraddha Rahate Skills
Shraddha Rahate Education Details
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Cgpa - 6.91/7 -
Cgpa - 6.84/7
Frequently Asked Questions about Shraddha Rahate
What company does Shraddha Rahate work for?
Shraddha Rahate works for Jm Financial Ltd
What is Shraddha Rahate's role at the current company?
Shraddha Rahate's current role is Sr. Associate - Investment Products | Private Wealth.
What schools did Shraddha Rahate attend?
Shraddha Rahate attended University Of Mumbai, University Of Mumbai.
What are some of Shraddha Rahate's interests?
Shraddha Rahate has interest in Social Services, Children, Fiction, Numismatics > Travelling Alone 3, Horse Riding, Education, Dancing, River Crossing, Environment, Reading.
What skills is Shraddha Rahate known for?
Shraddha Rahate has skills like Market Research, Business Development, Business Strategy, Microsoft Office, Team Management, Customer Service, Strategic Planning, Public Speaking, Management, Microsoft Excel, Leadership, New Business Development.
Who are Shraddha Rahate's colleagues?
Shraddha Rahate's colleagues are Amit Merai, Parul Patel, Manish Kumar Yadav, Vibhor Bansal, Bharat Bharakhada, Ma He, Rohit Tiwari.
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Shraddha Rahate
Senior Consultant At Highradius-Former Associate Consultant For Sap Fico At Infosys LtdMumbai -
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Shraddha Rahate
Pune
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