Rishabh Kale

Co-Founder

Mumbai, India6 yrs 5 mos experience
Most Likely To Switch

Key Highlights

  • Director with 50+ placements in finance roles
  • Expertise in equity research and financial modeling
  • Visiting faculty at multiple prestigious institutions
Stackforce AI infers this person is a Finance professional specializing in equity research and training.

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Skills

Core Skills

Equity ResearchFinancial Modeling

Other Skills

CFA Level 1Financial AnalysisReport WritingMarket UnderstandingFinancial ReportingEquity Research AnalysisDerivatives TradingManagementBusiness AnalysisFinanceCorporate FinanceMicrosoft ExcelPowerPointAccountingMicrosoft Word

About

Since I have reached the maximum connections limit on my primary profile, I kindly request you to reach out at 7738865262 As the Director of RK Advisory & Training, I lead a dedicated team specializing in training and placing students in core finance roles. Our comprehensive program combines extensive equity research training with hands-on internship experiences, equipping the next generation of finance professionals with the skills they need to succeed. Placements are only through referrals | Referring only those candidates whom I have personally trained for core finance roles With eight years of experience in equity research on both the sell-side and buy-side, I have developed a strong expertise in equity research and financial modeling. I also share my knowledge and experience as a Visiting Faculty Member at Welingkar Institute of Management and Pune Institute of Business Management, where I contribute to the development of aspiring finance leaders. You tube channel: https://www.youtube.com/@rk-training Website: https://rkadvisory.in/ Rishabh Kale +91 7738865262 - WhatsApp only RK Advisory & Training

Experience

6 yrs 5 mos
Total Experience
1 yr 7 mos
Average Tenure
2 yrs
Current Experience

Rk advisory & training

Founder

Apr 2024Present · 2 yrs · Mumbai, Maharashtra, India · Hybrid

  • Oversees the complete process of training, mentoring, and placing students in core finance roles through a structured Equity Research Mentorship and Referral Program.
  • The program focuses on building strong practical skills in financial analysis, report writing, and market understanding while providing personalized guidance and industry exposure.
  • Till now, over 40 students have been successfully placed in reputed organizations through this initiative.
CFA Level 1Financial ModelingEquity Research

Pune institute of business management

Visiting Faculty Member

Jan 2024Sep 2024 · 8 mos · Pune, Maharashtra, India · On-site

St. francis institute of management and research - sfimar

Visiting Faculty

Oct 2022Jan 2024 · 1 yr 3 mos · Mumbai, Maharashtra, India

Bss foundation

Visiting Faculty

Sep 2022Jan 2023 · 4 mos · Mumbai, Maharashtra, India

  • Teaching Financial Accounting

Welingkar institute of management

Visiting Professor - Financial Modelling/ Valuation

Dec 2021Oct 2024 · 2 yrs 10 mos · Mumbai, Maharashtra, India

Dadj inc.

Financial modelling

Dec 2021Jan 2024 · 2 yrs 1 mo · Mumbai, Maharashtra, India

  • Making Financial models, Writing Initiating Coverage & Quarterly reports for Startup's, Broking houses, and Making models for fundraising/loan application etc.

Planet finance

Visiting Faculty - Financial Modelling

Jul 2021Oct 2024 · 3 yrs 3 mos

Hsbc mutual fund

Senior Equity Research Analyst - Buy side

Nov 2020Oct 2021 · 11 mos · Pune, Maharashtra, India

  • Collaborated directly with the Chief Investment Officer (CIO) of HSBC Global Mutual Fund, actively contributing to the stock selection process and strategic investment decisions.
  • Conducted in-depth research and analysis on the global pharmaceutical sector, covering key markets across Asia (excluding Japan), Europe, and the United States.
  • Responsibilities included evaluating company fundamentals, tracking industry trends, assessing valuation metrics, and preparing detailed investment rationales to support portfolio allocation decisions at a global level.

Indsec securities & finance ltd., research division

Equity Research Analyst - Pharmaceuticals

Mar 2019Nov 2020 · 1 yr 8 mos · Mumbai Area, India

Arihant capital markets ltd

Equity Research Associate- Pharmaceuticals

May 2017Mar 2019 · 1 yr 10 mos · Mumbai Area, India

Vision 8 investments

Equity Research Analyst (Buy side)

Mar 2017May 2017 · 2 mos · Mumbai Area, India

Education

Institute of Chartered Financial Analysts , USA

Level 1 Cleared

Jan 2016Jan 2016

Dalmiya

Bachelor of Commerce (BCom) — Commerce

Jan 2008Jan 2013

St Francis

Jan 1995Jan 2008

National Institute of Securities Markets (NISM)

Equity Derivatives Dealer

MANGALAYATAN UNIVERSITY (Official)

Post Graduation

Jan 2014Jan 2015

FinX Institute Limited ( Formerly BSE Institute Limited)

Financial Modelling

Jan 2014Jan 2015

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