
Rajesh Shah
Seasoned professional with 24 years of pioneering experience in investment strategies, financial planning, due diligence of funds, Institutional... | Chennai, Tamil Nadu, India
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Rajesh Shah’s Emails ra****@hd****.com
Rajesh Shah’s Phone Numbers No phone number available.
Social Media
Rajesh Shah’s Location Chennai, Tamil Nadu, India
Rajesh Shah’s Expertise Seasoned professional with 24 years of pioneering experience in investment strategies, financial planning, due diligence of funds, Institutional sales, business development, and market risk analysis. Proven experience in harnessing the gamut of Wealth Management and catering to the client’s investment goals by devising financial plans and asset allocation based portfolios Outstanding knowledge of investments across high-growth environments such as Equity, Derivatives, & Capital Markets. Adept at applying key accounting principles to manage and consolidate the clients' portfolio in various Asset Class i.e. Equity, Mutual Funds, and Debt Products to achieve short-term and long-term goals as per the clients' requirements. Good at analyzing clients' risk appetite, time horizon, and providing them with advisor services. Staying abreast of micro & macroeconomic indicators, global & domestic financial markets Results-focused business leader, who balances big picture thinking with excellent organizational & delegation skills, empowers staff with the tools and autonomy to meet rigorous performance expectations. Thrives in dynamic, growth-oriented environments that demand initiative, resourcefulness, and entrepreneurial spirit. Successfully worked with cross-functional team environments, clients & employees from diversified backgrounds & geographies
Rajesh Shah’s Current Industry Hdfc Bank
Rajesh
Shah’s Prior Industry
Motilal Oswal Securities
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Kunvarji Finstock
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Anand Rathi Securites
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Citi Wealth Advisors
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Destimoney Securities
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Icici Securities
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Religare Securities
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Purnartha Sebi Registered Equity Investment Advisor
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Lkp Wealth Advisory
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Hdfc Bank
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Work Experience

Hdfc Bank
Director Private Banking
Thu Sep 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Lkp Wealth Advisory
Senior Vice President - Regional Head
Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Purnartha Sebi Registered Equity Investment Advisor
Avp - Regional Head - Institutional Sales
Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Purnartha Sebi Registered Equity Investment Advisor
Assistant Vice President- State Head
Sat Dec 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Religare Securities
Asssistant Vice President - Area Sales Manager,Tn & Kerala
Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Icici Securities
Senior Financial Advisor
Wed Jun 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Destimoney Securities
Remiser
Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Destimoney Securities
Pcg Head
Sun Jul 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Citi Wealth Advisors
Branch Manager - Citi Wealth Advisors At Citigroup Global Markets India Pvt Ltd
Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Anand Rathi Securites
Branch Manager
Sun Nov 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Kunvarji Finstock
Franchise Partner
Sun Jul 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Oct 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Motilal Oswal Securities
Senior Advisor
Wed Dec 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)