Mayank Rathi

Founder

Mumbai, Maharashtra, India14 yrs 11 mos experience

Most Likely To Switch

Key Highlights

Expert in Financial Analysis and Investment Advisory.
Led product development for a successful fintech community.
Experience in managing high-net-worth portfolios.

Stackforce AI infers this person is a Fintech expert with strong product management and investment advisory skills.

Contact

Skills

Other Skills

Corporate FinanceFinancial ModelingValuationInvestment BankingFinancial ReportingMergersDerivativesTaxPrivate EquityAccountingFinancial AccountingOperating modelfinancial valuations and complex financing scenariosMergers & AcquisitionsAnalysis

About

Skilled in Financial Analysis, Equity Research, Product Management and Investment Advisory.

Experience

14 yrs 11 mos

Total Experience

2 yrs 1 mo

Average Tenure

2 yrs 2 mos

Current Experience

Ionic wealth

Chief Product Officer | Founding Member

Feb 2024 – Present · 2 yrs 2 mos · Mumbai, Maharashtra, India · On-site

Kotak cherry

2 roles

Founding member - Cherry | Product |

Promoted

Aug 2022 – Feb 2024 · 1 yr 6 mos · Mumbai, Maharashtra, India

Founding Member - Product Manager

Apr 2019 – May 2021 · 2 yrs 1 mo · India

Kotak Cherry - Product manager

Multipie.co

Founding Member - Product Head

May 2021 – Aug 2022 · 1 yr 3 mos · India

A community for investors in India. Got acquired by ICICI Direct

Kotak mahindra bank

Associate Vice President

Apr 2015 – Mar 2019 · 3 yrs 11 mos · Mumbai

Advising HNIs/ UHNIs / Family offices / Corporates in managing their personal wealth/treasury portfolio.

Deutsche bank

Sr. Analyst

Jun 2013 – Apr 2015 · 1 yr 10 mos · Mumbai

Investment Banking

Credit suisse

Analyst

Mar 2011 – May 2013 · 2 yrs 2 mos · Mumbai

Investment Banking

Education

Institute of Chartered Accountants of India

Chartered Accountant — Accountancy and Taxation

Jan 2007 – Jan 2010

CFA level 2 cleared

CFA Institute — Finance

Jan 2009 – Jan 2010

St. Xavier's College (Autonomous), Kolkata

Bachelor of Commerce (BCom) — Accounting and Finance

Jan 2006 – Jan 2009

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