Rahul Rege
Founder || We help YOU create wealth and achieve financial freedom at Family FinServ - Family Finance Services- Claim this Profile
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Bio
Dr. Jawed Khan (PhD) Founder QMTCS,COM
I know Rahul since our college days, as we completed MBA together in 2005 - a great dependable and committed professional, has relationship building attitude and when it comes to service delivery.
Sagarika Mukherjee
Over the last two and a half years that I have worked with Rahul, he has impressed me with his analytical skills - both financial and business, attention to detail and his eagerness to learn. He is quick on the uptake and has the ability to deliver under pressure without compromising on the quality of work. He has also proved himself to be an outstanding team player and has been willing to take on increasing responsibilities with a can-do attitude. I am confident that he will be a valuable asset to any organisation.
Kamal Bajoria
I worked with Rahul at McGladrey Capital Markets, where he demonstrated his talents and financial acumen to soon become the best analyst in the pool. He is intelligent, ethical, open-minded and very easy to work with. He has gained a diversified experience that comes from his intellectual curiosity and drive to learn. It was a pleasure working with him and I hope to work again in the future.
Dr. Jawed Khan (PhD) Founder QMTCS,COM
I know Rahul since our college days, as we completed MBA together in 2005 - a great dependable and committed professional, has relationship building attitude and when it comes to service delivery.
Sagarika Mukherjee
Over the last two and a half years that I have worked with Rahul, he has impressed me with his analytical skills - both financial and business, attention to detail and his eagerness to learn. He is quick on the uptake and has the ability to deliver under pressure without compromising on the quality of work. He has also proved himself to be an outstanding team player and has been willing to take on increasing responsibilities with a can-do attitude. I am confident that he will be a valuable asset to any organisation.
Kamal Bajoria
I worked with Rahul at McGladrey Capital Markets, where he demonstrated his talents and financial acumen to soon become the best analyst in the pool. He is intelligent, ethical, open-minded and very easy to work with. He has gained a diversified experience that comes from his intellectual curiosity and drive to learn. It was a pleasure working with him and I hope to work again in the future.
Dr. Jawed Khan (PhD) Founder QMTCS,COM
I know Rahul since our college days, as we completed MBA together in 2005 - a great dependable and committed professional, has relationship building attitude and when it comes to service delivery.
Sagarika Mukherjee
Over the last two and a half years that I have worked with Rahul, he has impressed me with his analytical skills - both financial and business, attention to detail and his eagerness to learn. He is quick on the uptake and has the ability to deliver under pressure without compromising on the quality of work. He has also proved himself to be an outstanding team player and has been willing to take on increasing responsibilities with a can-do attitude. I am confident that he will be a valuable asset to any organisation.
Kamal Bajoria
I worked with Rahul at McGladrey Capital Markets, where he demonstrated his talents and financial acumen to soon become the best analyst in the pool. He is intelligent, ethical, open-minded and very easy to work with. He has gained a diversified experience that comes from his intellectual curiosity and drive to learn. It was a pleasure working with him and I hope to work again in the future.
Dr. Jawed Khan (PhD) Founder QMTCS,COM
I know Rahul since our college days, as we completed MBA together in 2005 - a great dependable and committed professional, has relationship building attitude and when it comes to service delivery.
Sagarika Mukherjee
Over the last two and a half years that I have worked with Rahul, he has impressed me with his analytical skills - both financial and business, attention to detail and his eagerness to learn. He is quick on the uptake and has the ability to deliver under pressure without compromising on the quality of work. He has also proved himself to be an outstanding team player and has been willing to take on increasing responsibilities with a can-do attitude. I am confident that he will be a valuable asset to any organisation.
Kamal Bajoria
I worked with Rahul at McGladrey Capital Markets, where he demonstrated his talents and financial acumen to soon become the best analyst in the pool. He is intelligent, ethical, open-minded and very easy to work with. He has gained a diversified experience that comes from his intellectual curiosity and drive to learn. It was a pleasure working with him and I hope to work again in the future.
Credentials
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Qualified Personal Finance Professional®
Network FPApr, 2021- Oct, 2024 -
AMFI Registered Mutual Fund Distributor
National Institute of Securities Markets (NISM)
Experience
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Family FinServ - Family Finance Services
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India
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Financial Services
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1 - 100 Employee
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Founder || We help YOU create wealth and achieve financial freedom
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Aug 2018 - Present
➤ HOW WE HELP YOU: ✔ ORGANIZE your financial life, allowing you to make smarter decisions ✔ REDUCE financial stress so you can enjoy life, not worry about it ✔ PROTECT what’s important to you and your family ✔ BUILD a plan that reflects your unique values, goals and dreams ✔ RECLAIM valuable time to spend with family & friends ✔ ACHIEVE your goals and dreams through personalized, comprehensive advice ✔ LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life changes ➤ HOW WE DO IT: Empower you to reach your financial goals and learn how to handle your finances responsibly. Offer customized and focused solutions, and put together a clear action plan to get there. Follow CLIENT FIRST approach as we always keep your priorities and preferences first by providing independent and unbiased advice. Put your customized plan to work as we strongly believe just getting started is the most important aspect of financial success. Regularly monitor your action plan from time to time depending on the changes in your life, and ensure your plan is meeting your goals. ➤ WHAT MAKES US DIFFERENT: We take a collaborative and comprehensive approach, working together with you to build a plan that reflects YOU, YOUR FAMILY and YOUR LIFE. We act in your best interest at all times, and practice full disclosure. ✔ Want To Learn More? https://calendly.com/personal-finance-professional/30min Show less
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VPC Emerging Markets
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India
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Business Consulting and Services
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1 - 100 Employee
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Chief Operating Officer
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Dec 2018 - Dec 2019
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Managing Partner
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Aug 2017 - Aug 2018
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Dec 2013 - Jul 2017
Responsible for the creation and management of a business advisory unit in India focused on development projects financed by Multilateral Lending Agencies such as the World Bank, Inter-American Development Bank, Asian Development Bank, African Development Bank and European Bank for Reconstruction and Development.Responsible for the management of a strategic advisory services unit for the Indian market focused on consumer goods, capital goods and infrastructure. Manage and undertake promotional activities for generating business leads in India as well as Europe (Italy).Coordinate, facilitate and participate in meetings with the representatives of the World Bank, the Inter-American Development Bank and the International Finance Corporation along with clients.Coordinate and manage activities related to client deliverables, including but not limited to: market intelligence reports, partner identification and collaboration structuring, growth strategies, and the creation of business plans.Promote industrial and/or commercial collaborations; manage process from partner identification to alignment of strategic objectives and definition of business model. Show less
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Jan 2010 - Nov 2013
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Sr. Research Analyst
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Jan 2007 - Oct 2009
Participating end-to-end (financial models, pitch books and marketing documents including IMs, precis and management presentations, and potential strategic and financial buyers) in sell-side and buy-side M&A deals, offering valuable inputs on company valuations and industry trends, and coordinating with senior investment bankers to consistently meet deliverable deadlines. Constructing financial models and carrying out company valuations using methodologies such as discounted cash flow (DCF) analysis, leveraged buyout (LBO) analysis, public company comparables and transaction comparables. Understanding company’s business model by conducting a SWOT analysis, identifying their niche areas, analyzing industry growth and identifying growth drivers. Show less
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Consultant
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2009 - 2009
Worked as consultant to create processes for setting up a new sub-unit for due diligence services Worked as consultant to create processes for setting up a new sub-unit for due diligence services
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Research Analyst
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Jan 2006 - Dec 2006
Conducted company research and prepared due diligence and risk management reports for various high profile clients to assist in their strategic and investment evaluation decisions. Conducted company research and prepared due diligence and risk management reports for various high profile clients to assist in their strategic and investment evaluation decisions.
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Shailesh Merchant Brokers
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India
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Financial Services
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Analyst
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2005 - 2006
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Education
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2003 - 2005
Mumbai University
MBA (Finance), Finance -
1998 - 2001
R. A. Podar College of Commerce & Economics
B.Com, Business/Commerce, General -
1996 - 1998
R. A. Podar College of Commerce & Economics
HSC, Business/Commerce, General -
IES School
SSC
Community
