Rekha Khandelwal, CFA, MBA

Inquirer
DISC Type : cd

Contributor at The Motley Fool

Pune, Maharashtra, India

Overview

Rekha Khandelwal is the Founder and President of RCK Analytics, specializing in custom equity research, investment banking, and PE/VC advisory for global clients. A CFA charter holder with a Masters in Finance, she is recognized for her in-depth stock and industry analysis. Colleagues describe her as hardworking, diligent, and reliable.

Outside of her professional life, Rekha is passionate about reading and traveling, which she pursues when not focused on work. Her deep interest in stocks and investments is a significant part of both her career and personal pursuits, driving her continuous exploration of market trends and opportunities.

Unique fact: Rekha was a contributor for The Motley Fool, where she provided stock analysis and recommendations with a focus on CleanTech and energy.

Personality Overview

ROI Conscious

Demanding

Upfront

They respond well to confident salespeople.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Clean Energy Alpha
Believes clean energy assets are re-emerging as a standout investment theme and a source of alpha, outpacing broad market benchmarks.
Energy Sector Shifts
Analyzes capital rotation from mega-cap tech into the energy sector, noting its significant outperformance and strong fundamentals in the current market.
Construction Tech
Focuses on the structural issue of stagnant productivity in the construction industry, attributing it to limited diffusion of technology, automation, and data-driven workflows.

Media Appearances

Rekha Khandelwal, CFA – Contributor Profile. Featured in Market Realist

See Now

Work History

12-2019 - 1-2023
Contributor at The Motley Fool
1-2017
Founder and President at RCK Analytics at RCK Analytics - Global Research and Analytics Company
12-2014 - 12-2019
Content Contributor at Market Realist
12-2011 - 11-2016
Research and Analytics Consultant at Consultant
11-2009 - 11-2011
Financial Analyst at ValueNotes

Education

CFA from CFA Institute (USA)
Education details unavailable from Christian Eminent HSS, Indore

More Information

Social Presence :

Prographics :

Exp : 16 Location : Pune, Maharashtra, India Job Level : Leadership Designation : Contributor at The Motley Fool
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Insights For Selling To Rekha

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Be crisp while making the pitch
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rekha is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Rekha

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Rekha move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Rekha take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Rekha

Personality Compatibility


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