Rahul Jain

Founder

Bengaluru, Karnataka, India7 yrs 8 mos experience

Key Highlights

Founder of Mohankheda Investments with a mission to simplify wealth creation.
Drove significant business performance improvements at PhonePe.
Expert in financial planning and investment advisory.

Stackforce AI infers this person is a Financial Services expert with a focus on Investment and Insurance Advisory.

Contact

Skills

Core Skills

Financial PlanningInvestment AdvisoryBusiness Performance ImprovementProcess OptimizationWorkflow OptimizationOperational ImprovementFinancial Processing

Other Skills

Smart Investment PlanningInsurance AdvisoryFinancial StructuringEnd-to-End SupportBusiness OperationsStrategic ThinkingStakeholder ManagementBias for ActionOperations AdministrationProcess AutomationPayment ServicesFinancial ModelingProcess EfficiencyTeam LeadershipAccount Reconciliation

About

✨ “Someone’s sitting in the shade today because someone planted a tree a long time ago.” ~ Warren Buffett I’ve always been someone people turn to when they need clarity, structure, and dependable support. In my earlier role as an Associate Business Operation Manager, I built a reputation for being the colleague who gets things done—organized, reliable, and always driven by the goal of making work and life easier for others. Trust, balance, and dedication have been my guiding principles. Carrying forward these values, I have now embarked on a new journey as the founder of Mohankheda Investments. Our mission is simple yet powerful: “Planning Wealth, Protecting Life.” Through Mohankheda Investments, I guide individuals and families in: ✅ Smart Investment Planning – Mutual funds, retirement strategies, and wealth creation. ✅ Insurance Advisory – End-to-end protection with Life, Health, Group Health, Business, and Motor Insurance to secure both personal and professional priorities. ✅ Financial Structuring – Aligning investments with life goals like child education, retirement, and financial independence. ✅ End-to-End Support – From advisory to execution, ensuring peace of mind at every step. My passion lies in helping people make informed financial decisions—so they can live with confidence today while securing tomorrow. 📩 Always open to conversations on financial planning, wealth management, and collaborations. Feel free to connect here. ✉ Email: mohankheda.inv@gmail.com 📞 Mobile: ‪+91 90199 67943‬

Experience

7 yrs 8 mos

Total Experience

Average Tenure

Current Experience

Mohankheda investments

Founder

Apr 2025 – Present · 1 yr 2 mos · Bengaluru, Karnataka, India · Hybrid

“Planning Wealth. Protecting Life.” That’s the mission behind Mohankheda Investments—a firm I founded to simplify wealth creation and protection for every life stage.
After 8.5 enriching years with industry leaders like Amazon and PhonePe—where I helped build PhonePe’s insurance ecosystem from the ground up—I realized my true strength lies in guiding people to take control of their financial future. I’ve always been someone people turn to for clarity, structure, and dependable support. That purpose now fuels every client interaction at Mohankheda Investments.
What We Offer:
📊 Mutual Fund Advisory – Goal-based investment planning for wealth creation and retirement
🛡️ Insurance Advisory – Life, Health, Motor, Business & Group Insurance solutions for holistic protection
🧩 Financial Structuring – Aligning investments with life goals like child education, legacy planning, and financial independence
🤝 End-to-End Support – From advisory to execution, ensuring clarity, confidence, and peace of mind
I’ve introduced visual wealth mapping and micro-planning modules to make financial decisions more tangible and relatable. Whether it’s planning for retirement, securing your child’s future, or choosing the right insurance, I offer clear, personalized strategies that make money decisions feel empowering—not overwhelming.
With every client, my promise remains the same:
“Invest with clarity. Grow with confidence.”

Smart Investment PlanningInsurance AdvisoryFinancial StructuringEnd-to-End SupportFinancial PlanningInvestment Advisory

Phonepe

Manager

Mar 2024 – Mar 2025 · 1 yr · Bengaluru, Karnataka, India · On-site

> Drove a 13.6% growth in business performance through strategic improvements and operational enhancements.
> Identified and resolved partner SOP flaws, resulting in a 6.7% improvement in business operations.
> Developed and implemented end-to-end strategies to enhance the DIY process, increasing efficiency.
> Onboarded new partners and products, broadening the business's offerings and market presence.
> Elevated persistence metric from 88% to 94% by driving targeted process improvements.

Business OperationsStrategic ThinkingBusiness Performance Improvement

Amazon

3 roles

Senior Program Associate

Promoted

Jun 2022 – Mar 2024 · 1 yr 9 mos · On-site

> Spearheaded the design of training materials and business collateral, resulting in a seamless user experience
> Reduced Turnaround Time (TAT) by approximately 60% for key deliverables, achieving a 98% accuracy rate
> Administered budgets, leading to a 22% reduction in operational costs
> Orchestrated periodic sessions and presented progress reports, showcasing effective leadership
> Developed strategies to bridge process gaps and initiated the migration of processes to affiliated teams

Stakeholder ManagementBias for ActionProcess Optimization

Subject Matter Expert

Oct 2020 – Jun 2022 · 1 yr 8 mos · On-site

> Enhanced organizational workflows and training opportunities, optimizing stakeholder engagement
> Successfully launched projects, documented Standard Operating Procedures (SOPs) and implemented escalation channels for seamless operations
> Pioneered the establishment of a communication mechanism between internal and external stakeholders, ensuring effective coordination

Operations AdministrationStakeholder ManagementWorkflow Optimization

Operation Analyst

Mar 2018 – Oct 2020 · 2 yrs 7 mos · On-site

> Boosted company efficiency and customer satisfaction by identifying and eliminating inefficient processes
> Conducted root cause analysis to formulate countermeasures for business mistakes, leading to operational improvements
> Designed automation workflows, reducing manual processes and resulting in a reduction of 2 Full-Time Equivalents (FTEs)

Stakeholder ManagementProcess AutomationOperational Improvement

Encube venture partners

Account Analyst

Jul 2017 – Mar 2018 · 8 mos · Bengaluru, Karnataka, India · On-site

> Processed invoices and payments with a 24-hour Turnaround Time (TAT), maintaining up-to-date company finances
> Recovered missing transactions worth 18.7Cr, facilitating timely payments. Implemented month-end closing entries for detailed reporting and record-keeping

Stakeholder ManagementPayment ServicesFinancial Processing