RAJKUMAR RATHI

Director : Product Advisory at Kotak Investment Advisors Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
IN

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Experience

    • India
    • Financial Services
    • 100 - 200 Employee
    • Director : Product Advisory
      • Mar 2021 - Present

    • India
    • Financial Services
    • 700 & Above Employee
    • Vice President - Product Specialist
      • Sep 2016 - Mar 2021

      Asset Management, Portfolio Management & Investment banking professional. Continuous monitoring, regular interactions with fund managers/ CIOs on investment strategy, economy and market scenario, rationale of investment decisions etc. Create new and exclusive products with AMCs & regular market updates for entire universe of alternate products. Instrumental in launching in-house PMS of ICICI Securities. Asset Management, Portfolio Management & Investment banking professional. Continuous monitoring, regular interactions with fund managers/ CIOs on investment strategy, economy and market scenario, rationale of investment decisions etc. Create new and exclusive products with AMCs & regular market updates for entire universe of alternate products. Instrumental in launching in-house PMS of ICICI Securities.

    • India
    • Financial Services
    • 300 - 400 Employee
    • Vice President
      • Feb 2015 - Sep 2016

      Developed Consumer & BFSI domain practice. Effectively led and motivated a team of 4 bankers. P&L responsibility, overall strategy, business development, execution, relationship management etc. Secured 9 mandates worth 1360Cr. Made inroads into several leading consumer companies like Godrej, Emami, Dabur, ITC, Johnson & Johnson, Bunge India etc. Built relationship with 80+ mid-sized companies Developed Consumer & BFSI domain practice. Effectively led and motivated a team of 4 bankers. P&L responsibility, overall strategy, business development, execution, relationship management etc. Secured 9 mandates worth 1360Cr. Made inroads into several leading consumer companies like Godrej, Emami, Dabur, ITC, Johnson & Johnson, Bunge India etc. Built relationship with 80+ mid-sized companies

    • India
    • Financial Services
    • 1 - 100 Employee
    • Assistant Vice President
      • Jun 2014 - Feb 2015

      Aten Capital (http://www.aten.sg/) is an investment bank focused on structured finance & special situation advisory and asset management. Aten was setting up a structured finance fund worth USD 300Mn & I was instrumental in setting up Mumbai office. Founded by professional bankers having 150 man years of experience, it is headquartered in Singapore with offices in Mumbai, Delhi and Dubai. Aten Capital (http://www.aten.sg/) is an investment bank focused on structured finance & special situation advisory and asset management. Aten was setting up a structured finance fund worth USD 300Mn & I was instrumental in setting up Mumbai office. Founded by professional bankers having 150 man years of experience, it is headquartered in Singapore with offices in Mumbai, Delhi and Dubai.

    • India
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Feb 2008 - May 2014

      Founded in 1994, Cipher Capital is a leading boutique investment bank and has consummated over 100 transactions in Private Equity and M&A advisory. During 6 years, I worked across various roles including P&L responsibility for a team of 4, led sector teams and consummated several private equity funding transactions. List of select transactions on which I worked on: USD 100Mn PE funding for a diversified renewable energy platform USD 90Mn PE funding for India’s leading sugar, power & ethanol producer USD 80Mn strategic sale of a steering column component (Auto Comp) manufacturer USD 40Mn, 30Mn & 16Mn sale of hydro power plants USD 30Mn strategic investment in a water treatment EPC Company USD 30Mn, 15Mn and 7Mn PE funding for a Wind Energy Players USD 15Mn structured financing for a diversified group having presence in power, hospitality, real estate, IT and education Strategic investments by large global energy players in Indian projects in hydro and thermal energy Worked on several mid-sized PE and M&A transactions in energy sector, as I was leading the energy & Infra domain Show less

    • India
    • Financial Services
    • 700 & Above Employee
    • Manager - Investment Banking
      • Sep 2005 - Feb 2008

      Merchant Banking • Prospectus drafting, Structuring, Valuation, Investor Presentation etc. • Pivotal role with various parties involved (Lawyer, BRLM, Registrar, SEBI, Stock Exchanges, Ad Agencies and Printers) • Team member of successful mid-market IPOs • Two International corporate advisory assignments - Thai Petrochemical Industry & Thai Airways international at Bangkok. Both companies are owned by Thai government and are Thailand’s largest corporate in their respective sectors. Show less

    • Article Ship Training
      • May 2002 - Jul 2005

      Kalani & Company is one of the leading Chartered Accountant Firms in Rajasthan having offices at 6 different locations. Central Statutory Audit of Merut Zone of Punjab National Bank, Internal Audit at various plants of NTPC Tax Audits of Companies, Public Trusts, Export Houses and Other entities Project reports for medium size projects for fund raise. Kalani & Company is one of the leading Chartered Accountant Firms in Rajasthan having offices at 6 different locations. Central Statutory Audit of Merut Zone of Punjab National Bank, Internal Audit at various plants of NTPC Tax Audits of Companies, Public Trusts, Export Houses and Other entities Project reports for medium size projects for fund raise.

Education

  • CFA Institute, USA
    CFA, Finance,
    2008 - 2010
  • CAIA, USA
    CAIA, Alternate Investments
    2008 - 2008
  • Global Association of Risk Professionals, USA
    Financial Risk Manager (FRM), Risk Management
    2008 - 2008
  • ICAI - New Delhi
    Chartered Accountant, Accounts
    2002 - 2005
  • The Institute of Chartered Accountants of India
    Chartered Accountant, Finance
    2001 - 2005
  • GMCS at Pune
  • The Institute of Chartered Accountants of India
    Chartered Accountant

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