Daksh Rastogi, CFA

Co-Founder

Gurugram, Haryana, India8 yrs 8 mos experience

Key Highlights

  • CFA Charter holder with extensive consulting experience.
  • Led partnerships unlocking $1.2 Bn in spends.
  • Developed transformation plans for major financial institutions.
Stackforce AI infers this person is a strategic consultant with expertise in FinTech and Real Estate sectors.

Contact

Skills

Core Skills

SalesStrategic CommunicationsStrategyFinancial Analysis

Other Skills

Software as a Service (SaaS)Sales ManagementNegotiationBankingCreative solutionsFinancial Market ResearchDatabase Management System (DBMS)

About

Daksh is a CFA Charter holder with rich experience in front-end strategic and financial consulting. He has worked extensively in the Middle Eastern and European region assisting industries including Real Estate, FinTech, Banking, and F&B with their expansion plans, long-term business strategies, implementation, market penetration, and financial plans to achieve IPO readiness including operating and valuation models. Daksh is a good team player coupled with a strong work ethic, which enables him to use his technical know-how for the best of the clients, corporates, and society, collectively.

Experience

Byteplus

Enterprise Partnership & Solution

Mar 2026Present · 0 mo · Gurugram, Haryana, India · On-site

Onebanc

Lead, Partnerships

Mar 2025Mar 2026 · 1 yr · Gurugram · On-site

  • Led merchant partnerships, onboarded 20+ marquee brands, unlocking $1.2 Bn in spends for OneBanc ecosystem
  • Structured co-branded offerings across 10+ categories, driving partner revenue and value for 1Mn+ users
  • Drove 100% increase in partner sales and wallet share delivered via ecosystem-linked offers and benefit card routing
  • Initiated 60+ tech and merchant partnerships to scale payments and HRMS-linked transactions with product and legal teams
  • Led a 4-member sales team, driving strategy and negotiations with founders and C-level executives
SalesSoftware as a Service (SaaS)Sales ManagementNegotiationStrategic Communications

Mckinsey & company

Business Associate

Sep 2022May 2024 · 1 yr 8 mos · Gurugram, Haryana, India · On-site

  • Developed a 5-year transformation plan for a Capital Market Company managing $22 Bn in AUM
  • Led a team for GTM of a UK-based Neo-Bank for expansion in Germany, India, Vietnam, and the USA
  • Conducted operational & commercial DD for 10 PE transactions leading to a buy value of $700 Mn
  • Achieved cost reduction by implementing cost optimization strategies for a North American reinsurance player
  • Developed McKinsey PE toolkit for firmwide adoption & potential client conversion in FIG PE space
  • Assisted in the development of a Gen AI as a use case for two industries including KPOs & Call centers
BankingStrategyFinancial Analysis

Preferred square analytics

3 roles

Consultant

Promoted

Apr 2022Sep 2022 · 5 mos

  • Led evaluation of 10+ sub-segments within the KSA RE market via secondary and primary market research
  • Achieved valuation increase for multiple RE Dev. through portfolio optimization and business plan creation
  • Led a Corporate Strategy project for a new RealTech Fund with a 5-year roadmap to be a $500 Mn fund
  • Strategized GTM & Expansion Plan for a coffee chain with an operating model for long-term project feasibility

Senior Business Analyst

Feb 2022Apr 2022 · 2 mos

  • Managed RE Dev. & Mgmt. Assets portfolio for a PE by doing Business Valuation & Strategy
  • Created a business plan for KSA's second-largest RE Group for company vision refinement
  • Managed C-suite interactions with managing, executing, and delivering for multiple clients & leading a team
  • Won the "Rainmaker" award for handling 4 client accounts with a team of 4 analysts

Business Analyst

Nov 2019Feb 2022 · 2 yrs 3 mos

  • Financial Modelling, Business Valuations and advisory
  • Won the "Mountain Mover" award for innovation in performance & strategy formulation

Wns global services

Senior Associate

Aug 2018Nov 2019 · 1 yr 3 mos · Gurgaon, Haryana, India

  • Conducted financial analysis for companies with ratio analysis, future forecasting, KPI identification
  • Performed Industry Research relying on macroeconomic indicators, benchmarking, player USPs
  • Combined qualitative & quantitative assessments to conclude a “probability of default” for company rating

Saamir

Strategic Consultant

Mar 2017May 2017 · 2 mos · Gurgaon, Haryana, India

  • • Enabled start-ups with financial modeling, GTM, market research, and marketing surveys for product market fit

Youwa

Founder and President

Sep 2016Feb 2019 · 2 yrs 5 mos · Gurgaon, Haryana, India

  • YOUwa is a "youth welfare association" working for the welfare and the needs of the youth
  • Solved for sports by organizing multiple sports events in the vicinity with participation of 200+
  • Organized multiple community festive-based events with successful sponsorship programs

Enactus sac

Head of Finance

Aug 2016Jul 2017 · 11 mos · New Delhi Area, India

  • Led 50 students in finance dept. overseeing fundraising, project initiation, and financial audit
  • Launched “Project Mishthaan”, the first Enactus SAC initiative, empowering 10 BPL workers to open food stalls

Dream girl foundation

Lead Developer

Jun 2016Jul 2016 · 1 mo · Gurgaon, Haryana, India

  • Assisted with fundraising to enhance education & medical treatment for underprivileged girls
  • Made 2–3-year growth plans, pitch presentations for assistance from the corporates

Class21a

data collector and organiser

Dec 2015Jan 2016 · 1 mo · Gurgaon, India

  • • Did data collection and primary survey of potential students on nature of coaching demanded, preference for subjects and brainstormed potential strategies to increase student base

Education

Masters' Union

PGP in Business & Technology

Jun 2024Aug 2025

Sri Aurobindo College

Bachelor of Commerce (B.Com.)

Jan 2015Jan 2018

CFA Institute

CFA

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