Talk to sales Try for Free
Rajesh Disale

Rajesh Disale

Staff Accountant

Followers of Rajesh Disale1000 followers
location of Rajesh DisaleMumbai, Maharashtra, India

Connect with Rajesh Disale to Send Message

Connect

Connect with Rajesh Disale to Send Message

Connect

  • Timeline

  • About me

    Equity research at SBI MUTUAL FUND

  • Education

    • CFA Institute, USA

      2011 - 2018
      Master’s Degree Finance and Financial Management Services

      • CFA Level 3 Candidate• Passed CFA Level – II with more than 70% in 7 out of 10 topics• Passed CFA Level – I with more than 70% in 6 out of 10 topics

    • Association of Chartered Certified Accountants, UK

      2012 - 2012
      Diploma in IFRS International Financial Reporting Standards

    • R. A. Podar College of Commerce and Economics

      2004 - 2009
      Bachelor’s Degree Accounting and Finance 75%

    • CFA Institute, USA

      2022 - 2022
      Certificate in ESG Investing

    • The Institute of Chartered Accountants of India

      2007 - 2011
      Chartered Accountant Accounting and Finance; Taxation; Auditing

      • Equivalent to CPA qualification of American Institute of Certified Public Accountants

    • The Chinese University of Hong Kong

      2016 - 2017
      Master of Business Administration (M.B.A.) Exchange student

    • The George Washington University School of Business

      2015 - 2017
      Master of Business Administration (M.B.A.) Business Administration and Management, General 3.67/4 GPA

      Activities and Societies: • President at the Graduate Finance Society

  • Experience

    • K. G. Shah & Co.

      Apr 2007 - Jan 2009
      Staff Accountant

    • G. V. Naik & Co.

      Feb 2009 - Oct 2010
      Staff Accountant

    • D. K. Rajarshi & Co.

      Feb 2011 - May 2011
      Staff Accountant

    • IOT Infrastructure & Energy Services Ltd

      Jul 2012 - Mar 2014
      Assistant Manager, Corporate Finance and Accounts

    • IOT Infrastructure & Energy Services Ltd

      Jan 2015 - Feb 2015
      External Consultant

    • The George Washington University School of Business

      Mar 2016 - May 2016
      Graduate Teaching Assistant, Department of Accountancy

    • Vest

      Jun 2016 - Aug 2016
      Summer Intern, Product

    • The George Washington University School of Business

      Jan 2017 - May 2017
      Graduate Teaching Assistant, Department of Accountancy

    • Pelican Growth Holdings

      Aug 2017 - May 2018
      Associate

    • SBI MUTUAL FUND

      Jun 2018 - now

      Building materials & real estate Real Estate - fundamental & scuttlebutt research, report writing, financial modelling, residential, commercial/office, retail/mallESG - ESG ratings, engagement, voting, UNPRI, Climate Action 100+, Responsible InvestmentOffshore Advisory - client servicing, weekly notes, portfolio construction.

      • Equity Analyst

        Apr 2023 - now

      • Equity & ESG Analyst

        Feb 2019 - Aug 2023

      • Consultant

        Jun 2018 - Jan 2019

  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg Institute, BAT Campus Ambassadors
      May 2017

  • Honors & Awards

    • Awarded to Rajesh Disale
      Lights of Podar R. A. Podar College of Commerce & Economics Feb 2009 • For overall academic excellence and contribution towards college extra-curricular activities

  • Volunteer Experience

    • Volunteer

      Issued by Anacostia Watershed Society on Sept 2015
      Anacostia Watershed SocietyAssociated with Rajesh Disale

    • Treasurer & Member

      Issued by Rotaract club of Thane Garden City on Feb 2011
      Rotaract club of Thane Garden CityAssociated with Rajesh Disale