Rekha Khandelwal, CFA, MBA

Founder and President at RCK Analytics at RCK Analytics - Global Research and Analytics Company
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Contact Information
us****@****om
(386) 825-5501
Location
Pune, Maharashtra, India, IN
Languages
  • Hindi Native or bilingual proficiency
  • English Full professional proficiency
  • Marwari Native or bilingual proficiency

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Manas Chowgule

Rekha is one of the most hard working and diligent persons I have come across. Starting out as an analyst in my team, she quickly proved herself to be worthy of managing a team of her own. Apart from being an outstanding financial analyst with excellent writing skills and attention to detail, she proved herself to be a great mentor for other analysts too. She particularly impressed me time and again with her excellent research, delivered on very tight deadlines. She is the reliable rock that any team would be lucky to have.

Nirupama (Niru) Joshi

I had the pleasure of working with Rekha for almost 2 years. I remember her as a top performer in my team and one of the most reliable and dependable coworkers in the entire project of 100+ analysts. I appreciated her passion for always meeting the deadlines and consistently delivering quality work. Rekha is results-oriented and believes in hands on problem solving. She is a quick learner and always shows keen interest in learning newer techniques and concepts. Her analytical mindset, strong fundamentals in finance coupled with the above qualities made her the most effective analyst in our team.

Virender Singh

Rekha has worked with me for nearly two and a half years and I found her to be one of the best members of my team. It was a great pleasure to work with Rekha as she not only completed the work that was assigned to her, but also went a step further to understand client requirements and exceeded them. This resulted in substantial value addition to clients, resulting in more business. She’s extremely responsive and reliable both in terms of quality as well as adherence to TAT. She is methodical, efficient, articulate and extremely dependable. She has great interest, appetite and expertise in Financial Analysis domain.

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Credentials

  • Financial Modeling and Valuation
    YCharts
    May, 2022
    - Oct, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jul, 2010
    - Oct, 2024
  • Sustainability Reporting
    Confederation of Indian Industry
    Feb, 2008
    - Oct, 2024
  • Community Development Program at FU New York
    Fordham University
    Jan, 2001
    - Oct, 2024
  • Derivatives Core Module
    National Stock Exchange of India Limited
    May, 2005
    - Oct, 2024

Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Founder and President at RCK Analytics
      • Jan 2017 - Present

      - In-depth stock and industry analyses. - Financial modeling, investment idea generation, financial planning, sector and thematic research, consulting, asset allocation, and portfolio management. - Closely worked with various global clients. Handled numerous projects across various domains in finance. - The projects involve performing financial research, and investment analysis; preparing valuation models, company reports, industry/sector reports; investment committee notes;… Show more - In-depth stock and industry analyses. - Financial modeling, investment idea generation, financial planning, sector and thematic research, consulting, asset allocation, and portfolio management. - Closely worked with various global clients. Handled numerous projects across various domains in finance. - The projects involve performing financial research, and investment analysis; preparing valuation models, company reports, industry/sector reports; investment committee notes; earnings period support; investment research support; etc. - Interaction with clients, right from understanding their requirements, and giving proposals, to working on the project and delivering it. Show less - In-depth stock and industry analyses. - Financial modeling, investment idea generation, financial planning, sector and thematic research, consulting, asset allocation, and portfolio management. - Closely worked with various global clients. Handled numerous projects across various domains in finance. - The projects involve performing financial research, and investment analysis; preparing valuation models, company reports, industry/sector reports; investment committee notes;… Show more - In-depth stock and industry analyses. - Financial modeling, investment idea generation, financial planning, sector and thematic research, consulting, asset allocation, and portfolio management. - Closely worked with various global clients. Handled numerous projects across various domains in finance. - The projects involve performing financial research, and investment analysis; preparing valuation models, company reports, industry/sector reports; investment committee notes; earnings period support; investment research support; etc. - Interaction with clients, right from understanding their requirements, and giving proposals, to working on the project and delivering it. Show less

    • Research and Analytics Consultant
      • Dec 2011 - Nov 2016

      - Equity and Investment Research - Private Equity and Venture Capital Research Support - Investment Banking Support - Analytics - Equity and Investment Research - Private Equity and Venture Capital Research Support - Investment Banking Support - Analytics

    • India
    • Research Services
    • 1 - 100 Employee
    • Financial Analyst
      • Nov 2009 - Nov 2011

       Provided investment research support to one of the biggest Asset Management Company of Australia.  Prepare financial models and perform valuation using discounted cash flow, relative valuation and comparable company approaches.  Evaluate companies for fixed income and equity investments for institutional clients.  Build spreadsheet based models involving ratio and trend analysis and broad level projections. It also involved risk assessment through analysis of asset quality… Show more  Provided investment research support to one of the biggest Asset Management Company of Australia.  Prepare financial models and perform valuation using discounted cash flow, relative valuation and comparable company approaches.  Evaluate companies for fixed income and equity investments for institutional clients.  Build spreadsheet based models involving ratio and trend analysis and broad level projections. It also involved risk assessment through analysis of asset quality, capital adequacy and market exposures  Managing custom financial research and analysis projects with specified client requirements.  Managing a team of analysts responsible for custom projects.  Interact with client to understand their needs and provide support. Show less  Provided investment research support to one of the biggest Asset Management Company of Australia.  Prepare financial models and perform valuation using discounted cash flow, relative valuation and comparable company approaches.  Evaluate companies for fixed income and equity investments for institutional clients.  Build spreadsheet based models involving ratio and trend analysis and broad level projections. It also involved risk assessment through analysis of asset quality… Show more  Provided investment research support to one of the biggest Asset Management Company of Australia.  Prepare financial models and perform valuation using discounted cash flow, relative valuation and comparable company approaches.  Evaluate companies for fixed income and equity investments for institutional clients.  Build spreadsheet based models involving ratio and trend analysis and broad level projections. It also involved risk assessment through analysis of asset quality, capital adequacy and market exposures  Managing custom financial research and analysis projects with specified client requirements.  Managing a team of analysts responsible for custom projects.  Interact with client to understand their needs and provide support. Show less

    • India
    • Telecommunications
    • 700 & Above Employee
    • Assistant Manager
      • Nov 2007 - Dec 2008

       Managing a team of analysts responsible for financial statements analysis and financial modeling. Participate in valuation and decision making process.  Evaluating companies through financial modeling, valuation techniques like discounted cash flow, relative valuation, trend analysis and other income and asset based approaches.  Interact with the client, give regular feedbacks, updates and respond to queries on overall project  Keep a watch on global business scenario and provide… Show more  Managing a team of analysts responsible for financial statements analysis and financial modeling. Participate in valuation and decision making process.  Evaluating companies through financial modeling, valuation techniques like discounted cash flow, relative valuation, trend analysis and other income and asset based approaches.  Interact with the client, give regular feedbacks, updates and respond to queries on overall project  Keep a watch on global business scenario and provide updates to the team on relevant emerging issues  Responsible for the complete Training function of new joining Analysts  Ensure timely execution of all operational deliverables as per the agreed quality SLAs  Responsible for understanding operational requirements, researching best practices, assist with the design and implementation of new processes and tools  Identify process gaps and collaborate with the management to formulate solutions  Train, coach and develop Trainee research analysts  Monitor quality of analysts’ work, providing feedback and bring improvements  Draft escalation queries on problem areas of data collated for the client’s research team  Develop a process framework & successfully implement it

    • Research Analyst
      • Mar 2005 - Oct 2007

       Evaluating companies through financial modeling, valuation techniques like DCF, comparable company analysis, P/E multiple, income and asset-based approaches etc.  Company/industry information searches. Reconcile data against standards using custom built tools.  Bring improvements in the existing analysis model / Process  Conducting business research activities such as company/industry information searches  Gathering data from information sources and databases like LexisNexis,… Show more  Evaluating companies through financial modeling, valuation techniques like DCF, comparable company analysis, P/E multiple, income and asset-based approaches etc.  Company/industry information searches. Reconcile data against standards using custom built tools.  Bring improvements in the existing analysis model / Process  Conducting business research activities such as company/industry information searches  Gathering data from information sources and databases like LexisNexis, Thomson financials, FT.com, SEC filings, company website, sector and industry specific websites

    • India
    • International Trade and Development
    • 700 & Above Employee
    • Management trainee
      • May 2004 - Jun 2004

Education

  • Devi Ahilya Vishwavidyalaya
    MMS, Finance
    2003 - 2005
  • Devi Ahilya Vishwavidyalaya
    BMS, Management
    2000 - 2003
  • Christian Eminent HSS, Indore
    1985 - 1999
  • CFA Institute (USA)
    CFA
    2010 -

Community

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