Rajnish Mehan

CEO

Mumbai, India8 yrs 2 mos experience

Key Highlights

  • Over 24 years of experience in financial decision-making.
  • Expert in advising HNI clients on investment portfolios.
  • Founder of a successful education and career platform.
Stackforce AI infers this person is a seasoned financial strategist with expertise in investment management and education technology.

Contact

Skills

Core Skills

Investment StrategyPortfolio ManagementBusiness Growth StrategyMarketing StrategyEntrepreneurshipDigital MarketingInvestment BankingEquity AdvisoryBranch Banking OperationsClient Relationship Management

Other Skills

LeadershipBusiness StrategyBusiness DevelopmentBrand DevelopmentSales StrategyInvestment ProductsTeam BuildingInvestment StrategiesFinancial AdvisoryFinancial ServicesWealth Management ServicesEquity Capital MarketsInvestment ManagementBusiness Growth StrategiesSocial Media

About

Every financial decision begins with a choice, and for over 24 years, Iโ€™ve been helping professionals, businesses, and investors make the right ones. As an ๐—˜๐˜…๐—ฒ๐—ฐ๐˜‚๐˜๐—ถ๐˜ƒ๐—ฒ ๐——๐—ถ๐—ฟ๐—ฒ๐—ฐ๐˜๐—ผ๐—ฟ & ๐—–๐—ต๐—ถ๐—ฒ๐—ณ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐˜€๐˜ ๐—ฎ๐˜ ๐—ฃ๐—ฟ๐˜‚๐—ฑ๐—ฒ๐—ป๐˜ ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ ๐—ฃ๐˜ƒ๐˜. ๐—Ÿ๐˜๐—ฑ., I play Business Leadership and Investment Strategy roles specializing in ๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐˜† ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€, ๐—บ๐˜‚๐˜๐˜‚๐—ฎ๐—น ๐—ณ๐˜‚๐—ป๐—ฑ๐˜€, ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—บ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ & strategic wealth creation. My expertise extends beyond investments - I drive ๐˜€๐—ฎ๐—น๐—ฒ๐˜€, ๐—ฑ๐—ฒ๐˜ƒ๐—ฒ๐—น๐—ผ๐—ฝ ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ & ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐—ถ๐—ป๐—ด ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐—ถ๐—ฒ๐˜€, ๐—บ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ ๐—ต๐—ถ๐—ด๐—ต-๐—ฝ๐—ฒ๐—ฟ๐—ณ๐—ผ๐—ฟ๐—บ๐—ถ๐—ป๐—ด ๐˜๐—ฒ๐—ฎ๐—บ๐˜€, ๐—ฎ๐—ป๐—ฑ ๐—ฒ๐—ป๐—ต๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜ ๐—ฒ๐—ป๐—ด๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜ to deliver sustainable financial growth. My focus - ๐—˜๐—บ๐—ฝ๐—ผ๐˜„๐—ฒ๐—ฟ๐—ถ๐—ป๐—ด ๐—›๐—ก๐—œ๐˜€, ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€๐—ฒ๐˜€ & ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น๐˜€ to make informed financial decisions that turn volatility into opportunity while ensuring long-term wealth preservation. But expertise isnโ€™t just about execution; itโ€™s about ๐—ฒ๐—ฑ๐˜‚๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป & ๐—บ๐—ฒ๐—ป๐˜๐—ผ๐—ฟ๐˜€๐—ต๐—ถ๐—ฝ. Thatโ€™s why I also ๐—บ๐—ฒ๐—ป๐˜๐—ผ๐—ฟ ๐˜€๐˜๐˜‚๐—ฑ๐—ฒ๐—ป๐˜๐˜€, ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฝ๐—ฟ๐—ผ๐—ณ๐—ฒ๐˜€๐˜€๐—ถ๐—ผ๐—ป๐—ฎ๐—น๐˜€, & ๐—ถ๐—ป๐˜€๐˜๐—ถ๐˜๐˜‚๐˜๐—ถ๐—ผ๐—ป๐˜€, simplifying complex market concepts into actionable insights. Through ๐—ด๐˜‚๐—ฒ๐˜€๐˜ ๐—น๐—ฒ๐—ฐ๐˜๐˜‚๐—ฟ๐—ฒ๐˜€, ๐—ฐ๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ฒ ๐˜„๐—ผ๐—ฟ๐—ธ๐˜€๐—ต๐—ผ๐—ฝ๐˜€ & ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—น๐—ถ๐˜๐—ฒ๐—ฟ๐—ฎ๐—ฐ๐˜† ๐—ฝ๐—ฟ๐—ผ๐—ด๐—ฟ๐—ฎ๐—บ๐˜€, I help professionals bridge the gap between theory and real-world investing. Before Prudent Asset, I held leadership roles in top financial firms like ๐— ๐—ผ๐˜๐—ถ๐—น๐—ฎ๐—น ๐—ข๐˜€๐˜„๐—ฎ๐—น, ๐—ฅ๐—ฒ๐—ณ๐—ฐ๐—ผ & ๐—™๐—ถ๐—ฑ๐˜‚๐—ฐ๐—ถ๐—ฎ๐—ฟ๐˜† ๐—š๐—น๐—ผ๐—ฏ๐—ฎ๐—น, specializing in ๐—˜๐—พ๐˜‚๐—ถ๐˜๐˜† ๐—ฅ๐—ฒ๐˜€๐—ฒ๐—ฎ๐—ฟ๐—ฐ๐—ต, ๐—˜๐—พ๐˜‚๐—ถ๐˜๐˜† ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜† & ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—•๐—ฎ๐—ป๐—ธ๐—ถ๐—ป๐—ด. As an entrepreneur, I have built successful ๐—ฒ๐—ฑ๐˜‚๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป & ๐—ฐ๐—ฎ๐—ฟ๐—ฒ๐—ฒ๐—ฟ ๐—ฝ๐—น๐—ฎ๐˜๐—ณ๐—ผ๐—ฟ๐—บ๐˜€, leveraging ๐—ฏ๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜†, ๐˜€๐—ผ๐—ฐ๐—ถ๐—ฎ๐—น ๐—บ๐—ฒ๐—ฑ๐—ถ๐—ฎ & ๐—ฑ๐—ถ๐—ด๐—ถ๐˜๐—ฎ๐—น ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐—ถ๐—ป๐—ด to impact over ๐Ÿญ ๐—น๐—ฎ๐—ธ๐—ต ๐˜€๐˜๐˜‚๐—ฑ๐—ฒ๐—ป๐˜๐˜€ through career counselling and mentoring. At the core of my investment philosophy is a unique ๐—›๐˜†๐—ฏ๐—ฟ๐—ถ๐—ฑ ๐—ง๐—™๐—— ๐— ๐—ผ๐—ฑ๐—ฒ๐—น to achieve consistent results; a strategy that integrates fundamentals, technical, and risk management to drive sustainable wealth creation. If youโ€™re looking for a Financial Strategist, Mutual Fund Advisory, Speaker or Mentor to help you navigate markets, optimize investments, and scale financial growth, letโ€™s connect. ๐Ÿ“ฉ rajnishmehan@gmail.com

Experience

Mf bharat

Chief Business and Strategy Officer

Mar 2026 โ€“ Present ยท 1 mo ยท Mumbai, Maharashtra, India ยท On-site

  • Leading MF Bharat's Business and Growth Strategy.
  • Own Business Revenue, Growth Metrics and P&L.
  • Oversee Marketing & Branding for the Platform.
  • Work closely with Product and Tech team to drive Product adoption, activation and retention.
  • Lead GTM Strategy and build Strategic Partnerships and Distribution to accelerate overall expansion of the Platform.
LeadershipBusiness Growth StrategiesMarketing StrategyBusiness StrategyBusiness DevelopmentBusiness Growth Strategy

Prudent asset india pvt ltd

Executive Director and Chief Investment Strategist

Jan 2025 โ€“ Present ยท 1 yr 3 mos ยท Mumbai Metropolitan Region, India ยท On-site

  • Heading and Managing the overall Assets and Retail Distribution business of the company including Marketing, Branding, Business Development, Growth and Strategy.
  • Advising HNI Clients on their Equity, Mutual Fund and Alternatives Portfolios.
  • Launching new Products and Services for Client onboarding Engagement and Retention.
  • Development of Mutual Fund investment Platform.
  • Making Investment Strategy across products for our clients based on their Risk Profiles.
LeadershipBusiness StrategyBusiness DevelopmentBrand DevelopmentSales StrategyMarketing Strategy+10

Mehan edusolutions

Founder & CEO

Jul 2009 โ€“ Jun 2024 ยท 14 yrs 11 mos ยท Hybrid

  • Founder & CEO of an Education and Career Startup.
  • Started Entrepreneurial journey by creating websites in Education domain. Helped over a million students to seek admissions in various colleges and universities in India and Abroad.
  • Ranked among Top Education Websites in India.
  • Managed a team of over 35 across domains like Content, Digital Marketing, Web site traffic growth through organic and inorganic routes like SEO/SMM.
  • Managing my own Proprietary book by Investing and Trading in Stocks using Fundamental and Technical Analysis along with Derivatives to create Alpha. Doing my own Equity Research Analysis.
  • Advising HNI Clients (Family & Friends) on their Equity, PMS and Mutual fund Portfolios.
EntrepreneurshipLeadershipSocial MediaStrategyCustomer Relationship Management (CRM)Digital Marketing+5

Fiduciary euromax global markets limited

Vice President Equities

Aug 2008 โ€“ Aug 2009 ยท 1 yr ยท Mumbai, Maharashtra, India ยท On-site

  • Investment Banking and Equity Advisory. Successfully raised over 100 crores for Confidence Petroleum Ltd through a FCCB Issue.
  • Raised 750 crore debt from LIC for Purvankara Developers Ltd.
Equity DerivativesFinanceInvestmentsTechnical AnalysisSales StrategyLeadership+11

Motilal oswal securities ltd

2 roles

Head of Equity Advisory Retail

Promoted

Jun 2007 โ€“ Jul 2008 ยท 1 yr 1 mo ยท Mumbai, Maharashtra, India ยท On-site

  • Heading all India Equity Advisory team of over 100 Advisors for advising all the retail branches of Motilal Oswal. Generating new stock ideas based on fundamental and technical analysis.
Equity AdvisoryBrokeringEquity DerivativesInvestmentsTechnical AnalysisSales Strategy+18

Branch Head

Jan 2005 โ€“ Jan 2007 ยท 2 yrs ยท Chandigarh, India ยท On-site

  • Heading the overall operations of the branch from setting up to making it a profit Centre. Handled a team of over 10 Business development and Relationship managers and over 1000 clients.
BrokeringEquity DerivativesFinanceInvestmentsTechnical AnalysisInvestment Products+16

Refco securities

AVP Private Client Group

Mar 2004 โ€“ May 2005 ยท 1 yr 2 mos ยท Mumbai, Maharashtra, India ยท On-site

  • Advising HNI clients on their equity portfolios using Fundamental and Technical Analysis along with derivatives strategies to create better returns.
BrokeringEquity DerivativesInvestmentsTechnical AnalysisInvestment ProductsPortfolio Management+12

Motilal oswal financial services ltd

Relationship Manager Equities

Feb 2002 โ€“ Feb 2004 ยท 2 yrs ยท Mumbai, Maharashtra, India ยท On-site

  • Maintaining relationship with HNI clients and advising them on their equity portfolio.
BrokeringEquity DerivativesInvestmentsTechnical AnalysisFundamental AnalysisEquities+5

Education

Indian Institute of Management Ahmedabad

Executive Education โ€” Artificial Intelligence & Machine Learning for Business

Sep 2021 โ€“ Oct 2021

Indian School of Business

Executive Education โ€” Value Creating Financial Strategies

Aug 2021 โ€“ Sep 2021

NUS Business School

Executive Education โ€” Fintech

Sep 2021 โ€“ Dec 2021

ATLAS SkillTech University

Executive Certificate Program in Investment Management

Jun 2024 โ€“ Jul 2024

Mumbai Educational Trust, MET League of Colleges

Master of Business Administration (MBA) โ€” Marketing and Finance (Dual Specialisation)

Jan 2000 โ€“ Jan 2002

Shivaji University

Bachelor of Engineering (B.E.) โ€” Electronics and Communications

Jan 1996 โ€“ Jan 2000

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