Contact
www.linkedin.com/in/rathodrakesh
(LinkedIn)
www.plndia.com (Company)
Top Skills
Product Development
New Business Development
Technology Development
Languages
Marwari (Native or Bilingual)
Marathi (Elementary)
Gujarati (Limited Working)
Certifications
NCFM,NISM,BSE,AMFI
Publications
www.indianotes.com,www.sakalmoney.comflowing from the transactions space to assets and the opportunities
 
Rakesh Rathod
Head Domestic Institutions Clients Group.
Mumbai Area, India
Summary
A finance professional with 17 years of experience, Rakesh
Rathod heads Domestic Sales for Edelweiss Prime Brokerage
Services where he primarily oversees the PMS/AIF industry. A
Chartered Accountant by education, Rakesh is also a Certified
Financial Planner ,Post Graduate in Investment Banking and a SEBI
Registered Investment Adviser.
He has worked with leading financial institutions such as Sharekhan,
Motilal Oswal, IIFL, Prabhudas Lilladher and MCX-SX, gaining
valuable experience across functions from operations and product
strategy to business development and marketing. A well-rounded
professional, Rakesh has also had an entrepreneurial stint, having
founded Finapple Ideas, a financial advisory company.
Currently, Rakesh is excited about the massive shift of money
this shift presents with respect to new fund structures like PMS and
AIF
Apart from work, Rakesh’s current romance is with marathons – it
keeps him fit and is just the quiet time he needs for ideation.
Experience
Edelweiss Financial Services
Head Domestic Sales-Prime Brokerage Services
May 2016 - Present 
Mumbai
Part of Edelweiss Prime Brokerage Services. As a trend we are seeing a
massive shift of money flowing from Transaction space to Assets space.We
are addressing this trend by focussing on PMS and AIF along with Domestic
Brokerages
On domestic front, considering the dynamic needs of the market and shift
towards the fund management, we introduce our offerings for Alternative
Investment Funds (AIF) and Portfolio Management Services (PMS) as one
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stop shop. To cater the offshore fund requirements, we act as a Designated

Depository Participant to provide India access to Foreign Portfolio Investors.

Offerings
Professional Clearing Services | Loan against Shares

IPO Funding | Research Access

Fund Setup and Advisory | Professional Custodians | Professional Fund

Accounting

Execution Services | Research Access | Corporate Access | Block

Deals Advisory |

Funds Raising for PMS/AIF

Finapple Ideas
Chief Consultant and Growth Partner
November 2014 - May 2016 (1 year 7 months)
Mumbai

MCX Stock Exchange Ltd.

Vice President Marketing and Business Development
January 2013 - January 2014 (1 year 1 month)
Mumbai

Handling National Brokers ,Activating their infrastructure

Co-ordination with trade for problem identification, networking, feedback
business development in coordination with Product Team
Monitor the implementation of the various marketing initiatives
Prepare the marketing strategy, set the targets, responsibilities etc and co-
ordinate with the top management for approval
Organise events, seminars for creating awareness and generating leads
Co-ordinate with the Corporate Communication department to organize
events, seminars etc

Prabhudas Lilladher
Vice President & Head -Retail Business Development
June 2009 - October 2012 (3 years 5 months)

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Successful launch of Retail Network of Franchisees & Branches across the

country (250+ Outlets/Remissiers opened till date and 5 Regional & Branch
offices)
 Creating a Retail identity of the company which was predominantly a
Leading Institutional Brand
 Restructuring of Existing Branches by Merging with Existing ones or shifting
to Franchisees
 Setting up Regional Teams across regions (Recruited around 120+
professionals)
 Successful launch of Commodities and Currency Setup (95 outlets live in just
six months)
 Overhauling and Revamping to suit Retail Business
o RMS ,Compliance & Surveillance systems
o Market Advisory Desk
o Customer Connect Desk

Motilal Oswal Securities Ltd

AVP Business Products and Strategy
February 2004 - January 2009 (5 years)
Was responsible to create a good network of Franchisees in Rajasthan Gujarat
and Mumbai.Then went on to start my own Franchisee with Motilal Oswal at
Opera House.Took over as Associate Vice president to set up Margin Funding
Desk taking it to newer Heights and contributing in a good way to company's
Bottomline.Lauched varrious Equity Products like BNST and Monday To Friday
to name a Few

IIFL (India Infoline Group)

Associate Vice President
July 2003 - February 2004 (8 months)
Was virtually doing everything which company needed to grow at that point of
time.Right from spreading their network to setting their Processes and part of
the Core management Team to take the company at Next Level

SHAREKHAN LTD
MANAGER
March 2000 - June 2003 (3 years 4 months)
Couldn't ask a Better Launch of Career.One of my most Lovable employer and
a great Organisation to have worked with

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Started as Audit Assistant helping get audit done by KPMG for the 1st Time
and later handled Due Diligence with E&Y which landed us to sell our stake at
good valuations at that moment.
Later being a part of Risk Management and Compliance
Went on to become Branch Manager of the Crawford Market
Finally moved to Product Development responsible for Centralising all
Operations and launching Trading Software namely SpeedTrade

Education
CA
CA, FINANCE · (1996 - 1999)

FPSB-USA
CFP, FINANCIAL PLANNING · (2009 - 2010)

ICFAI
CIB, INVESTMENT BANKING · (2001 - 2002)

FLAME University
Flame investment lab with the masters, Value Investing · (2017 - 2017)

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