Sr. Associate - Investment Products
Current
Apr 2024 - Present
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Shraddha Rahate Email & Phone Number
Sr. Associate - Investment Products | Private Wealth
at
JM Financial Ltd
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
Current company
Role
Sr. Associate - Investment Products | Private Wealth
Location
Mumbai, Maharashtra, India
Company size
Who is Shraddha Rahate? Overview
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Quick answer
Shraddha Rahate is listed as Sr. Associate - Investment Products | Private Wealth at JM Financial Ltd, a with 1770 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Shraddha Rahate.
Shraddha Rahate previously worked as Sr. Associate - Investment Products at Jm Financial Ltd and Associate - Investment Products at Jm Financial Ltd. Shraddha Rahate holds Master Of Business Administration (M.B.A.), Finance, Cgpa - 6.91/7 from University Of Mumbai.
Company email context
Email format at JM Financial Ltd
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JM Financial Ltd
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Profile bio
About Shraddha Rahate
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.
Listed skills include Market Research, Business Development, Business Strategy, Microsoft Office, and 14 others.
Current workplace
Shraddha Rahate's current company
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Jm Financial Ltd
10 roles
Shraddha Rahate work experience
A career timeline built from the work history available for this profile.
Associate - Investment Products
Apr 2023 - Mar 2024
Sr. Executive - Investment Products
• 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
Jan 2022 - Mar 2023
President
Ptva'S Institute Of Management Alumni Association
Mar 2023 - Nov 2023
Joint Secretary
Ptva'S Institute Of Management Alumni Association
Sep 2018 - Mar 2023
Associate & Financial Coach
Apr 2021 - Dec 2021
Senior Analyst - Planning And Research
Apr 2019 - Mar 2021
Junior Analyst - Planning And Research
• 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'
May 2017 - Mar 2019
Internal Auditor
Working 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
May 2016 - Jun 2016
President
Apr 2014 - Sep 2015
Team & coworkers
Colleagues at JM Financial Ltd
Other employees you can reach at jmfl.com. View company contacts for 1770 employees →
GV
Gopal Vyas
Colleague at Jm Financial LtdMumbai, Maharashtra, India
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SK
Satish Kumar Singh
Colleague at Jm Financial LtdKolkata, West Bengal, India
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CM
Cheemireddi Mayurnath
Colleague at Jm Financial LtdBengaluru, Karnataka, India
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SD
Satya Dewna
Colleague at Jm Financial LtdJaipur, Rajasthan, India
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PD
Priyanshi Doshi
Colleague at Jm Financial LtdMumbai, Maharashtra, India
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BC
Boopathi C
Colleague at Jm Financial LtdTiruppur, Tamil Nadu, India
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KC
Kiran Chaturvedi
Colleague at Jm Financial LtdUdaipur, Rajasthan, India
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JM
Janak Mehta
Colleague at Jm Financial LtdMumbai, Maharashtra, India
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KP
Ketan Parikh
Colleague at Jm Financial LtdMumbai, Maharashtra, India
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SN
Senthil Nathan
Colleague at Jm Financial LtdChengalpattu, Tamil Nadu, India
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Gopal Vyas
Colleague at Jm Financial LtdMumbai, Maharashtra, India
View →
SK
Satish Kumar Singh
Colleague at Jm Financial LtdKolkata, West Bengal, India
View →
CM
Cheemireddi Mayurnath
Colleague at Jm Financial LtdBengaluru, Karnataka, India
View →
SD
Satya Dewna
Colleague at Jm Financial LtdJaipur, Rajasthan, India
View →
PD
Priyanshi Doshi
Colleague at Jm Financial LtdMumbai, Maharashtra, India
View →
BC
Boopathi C
Colleague at Jm Financial LtdTiruppur, Tamil Nadu, India
View →
KC
Kiran Chaturvedi
Colleague at Jm Financial LtdUdaipur, Rajasthan, India
View →
JM
Janak Mehta
Colleague at Jm Financial LtdMumbai, Maharashtra, India
View →
KP
Ketan Parikh
Colleague at Jm Financial LtdMumbai, Maharashtra, India
View →
SN
Senthil Nathan
Colleague at Jm Financial LtdChengalpattu, Tamil Nadu, India
View →
2 education records
Shraddha Rahate education
Master Of Business Administration (M.B.A.), Finance, Cgpa - 6.91/7
Bachelor’S Of Management Studies, Business Administration And Management, Finance, Cgpa - 6.84/7
FAQ
Frequently asked questions about Shraddha Rahate
Quick answers generated from the profile data available on this page.
What company does Shraddha Rahate work for?
Shraddha Rahate works for JM Financial Ltd.
What is Shraddha Rahate's role at JM Financial Ltd?
Shraddha Rahate is listed as Sr. Associate - Investment Products | Private Wealth at JM Financial Ltd.
Where is Shraddha Rahate based?
Shraddha Rahate is based in Mumbai, Maharashtra, India while working with JM Financial Ltd.
What companies has Shraddha Rahate worked for?
Shraddha Rahate has worked for Jm Financial Ltd, Ptva'S Institute Of Management Alumni Association, Mfa, Mep Infrastructure Developers Ltd., and Enactus-Mldc.
Who are Shraddha Rahate's colleagues at JM Financial Ltd?
Shraddha Rahate's colleagues at JM Financial Ltd include Gopal Vyas, Satish Kumar Singh, Cheemireddi Mayurnath, Satya Dewna, and Priyanshi Doshi.
How can I contact Shraddha Rahate?
You can use AeroLeads to view verified contact signals for Shraddha Rahate at JM Financial Ltd, including work email, phone, and LinkedIn data when available.
What schools did Shraddha Rahate attend?
Shraddha Rahate holds Master Of Business Administration (M.B.A.), Finance, Cgpa - 6.91/7 from University Of Mumbai.
What skills is Shraddha Rahate known for?
Shraddha Rahate is listed with skills including Market Research, Business Development, Business Strategy, Microsoft Office, Team Management, Customer Service, Strategic Planning, and Public Speaking.
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