JAIN PRIVY CLIENT - Key Persons
Job Titles:
- AVP - Channel & Business Development
A people person, Ajay worked in the HR division of Career Launcher and Unichem Laboratories. A chance meeting with Vinod Jain drew him to advisory. He left the comfort zone of 9-to-5 job to become an advisor in 2003. At Jain Investment, he assists 120 families navigate life. Ajay also plays an active role in guiding, mentoring and developing the team of advisors. Personally, watching thriller movies and listening to retro Marathi music is his joy. His idea of investment is to let money work for you.
Job Titles:
- AVP - Channel Private Client Group
Amir started his career with ABN Amro Mutual Fund and joined us in 2008. He has over a decade of experience in helping clients align their goals and money. Investing has taught him the virtue of patience and persistence which helps in achieving financial independence. Amir has completed his post graduate Diploma in Business Management. He likes listening to rock music and playing the guitar.
Darshan completed his Chartered Accountancy in 2015. Before joining us in 2016, he worked with ICICI Bank as a Management Trainee. Darshan is abreast of changing tax laws and drafts solutions for clients to ensure they have a favorable tax outcome. He specializes in taxation and audits of individuals, corporates and estate planning. Darshan also recommends tax saving strategies that maximize your post-tax income and meet your personal goals. In his spare time, he enjoys playing the guitar and badminton.
Job Titles:
- AVP - Private Client Group
- VP - Private Client Group
An MBA in Marketing and Finance, Dinesh has over a decade of experience helping clients meet their goals. He makes sure that the advice he gives is objective and geared towards clients' best interests. An explorer, Dinesh is a history buff. He strives to go beyond his own roots to study the ancestry and heritage of others. His dream is to visit Europe to understand their history and culture.
Job Titles:
- AVP - Private Client Group
- VP - Private Client Group
An MBA in Finance, Ganesh started his career with Jain Investment in 2008. Ganesh brings with him over a decade of experience in helping people make smart investment choices. Seeing someone enjoy the benefits of his advice in the past is a constant encouragement for him. In his free time, he enjoys playing football and badminton.
After his college, Harshit would spend his evenings at his father's jewelry business. In 2007, his family winded up this venture. He went solo in his second innings by starting a broking firm and subsequently partnered with us for Portfolio Management Services in 2010. Harshit's broking firm has now been acquired by Jain Investment. He is a partner in Jain Investment Advisors Pvt. Ltd, our portfolio management services division. Away from work, Harshit enjoys playing football with the team every Friday. He is also learning to play the piano, a dream he has harbored since his school days.
Manish is the backbone of the firm. As the CEO of Jain Info-X, he makes sure that all manual processes at Jain Investments are automated. With an experience spanning over two decades in software development and IT, Manish is the brain behind all our technology initiatives. Before joining us in 2016, he held senior positions in ICRA Online, Accord Fintech and Dion Global Solutions. Manish has completed his M.Sc. in Computer Science. When he is not coding, he likes to play squash and badminton.
Pallab brings with him over two decades of experience spanning operations, investor relations, retail sales and marketing. He joined us in November 2017 and currently heads operations and investor relations. In his role as COO, Pallab is focused on bringing operational efficiency and effectiveness to ensure clients have a seamless experience. Before joining us, he has held diverse roles in leading organizations like Mirae Asset India, HDFC Mutual Fund, IDBI Mutual Fund, SSI Limited and Nagarjuna Group. Pallab has earned his PG in Industrial Relations & Personnel Management. Travelling, photography and listening to old songs are his ways to unwind.
Job Titles:
- AVP - Private Client Group
- VP - Private Client Group
A commerce graduate, Royceton joined us in 2006. Previously, he worked with JP Morgan. At Jain Investment, he designs and implements financial and wealth planning strategies for 120 families comprising high net worth individuals, working professionals and NRIs. His idea of saving is to achieve financial freedom, which he strives to attain for his clients. A constant learner, Royceton likes to immerse himself in professional books to be on top of things.
Job Titles:
- AVP - Private Client Group
Sandeep Shah joined Jain Privy Client in December 2010. He has over 13 years of professional experience in financial services with an MBA in Finance under his belt. What Sandeep likes about being part of Jain Privy Client is that he has the autonomy to pursue his professional goals without any sales target which he thinks is in the best interest of clients. A constant learner, Sandeep likes to keep himself abreast with the latest developments shaping financial markets to add value to clients.He enjoys sharing his knowledge and expertise with clients to help them make smart investment choices. Outside finance, his interests lie in traveling, swimming, and playing indoor games like snooker.
Job Titles:
- AVP - Private Client Group
- VP - Private Client Group
Tinu joined us in 2010. Before joining Jain Investment, he worked with Geneva Software Technologies and Tata Communications. He gravitated to advisory after meeting Vinod Jain. Tinu earned his Certified Financial Planner Certification to hone his advisory acumen. He currently helps 180 families achieve their dreams. A movie buff, he resides in Mumbai with his family. His idea of investment is to save for the rainy day.
Job Titles:
- Partner - Private Client Group Head - Marketing & Design
Vikram Bhosale has been a part of Jain Privy Client Ltd as Partner - Private Client Group since 2014. He is also the head of marketing and design, using his multimedia expertise to re-design the website and assist the web based platforms and mobile applications design. As an investment planner, he believes in assisting clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies to assist them to attain their personal plans. He has a postgraduate degree in business management with an overall experience of 16 years in the industry. Vikram is an intrepid explorer and loves adventure. During his time off from advising duties, Vikram gets his dose of adventure on treks, the Himalayas being the favourite! He loves traveling and sports and is a fitness enthusiast by heart.
Job Titles:
- Founder and Managing Director at Jain Investment He
Vinod Jain is the Founder and Managing Director at Jain Investment He began his financial services career with Birla Sun Life Distribution where he handled finance followed by a brief stint with India's largest bourse National Stock Exchange.
A chartered accountant (Merit holder) with B.A. (Hons.) Economics under his belt, Vinod founded Jain Investment, a boutique wealth advisory firm in 2001 with a vision to help investors make smart investment choices.
A number cruncher and astute stock picker, Vinod has been investing in markets since the age of 19. He has been managing the firm's domestic Portfolio Management Service (PMS) registered with Securities and Exchange Board of India (SEBI) and the offshore fund Assetica India Equity Fund domiciled in Mauritius. Both funds have delivered benchmark beating returns by protecting downside risk.
Vinod also serves on the board of Foundation of Independent Financial Advisors (FIFA), a professional association of financial advisers, where he advises the board on policy framework for developing and nurturing mutual fund distribution community.
He is regularly quoted in media and has been featured in several news portals and publications like Mint, Business Standard, Morningstar, Cafemutual and ET Wealth .
Before founding Jain Investment, Vinod coached in colleges and trained CA students during his early days, a passion which he continues to pursue by holding weekly trainings for his staff on subjects ranging from portfolio construction, choosing right funds to behavioral finance.
Vinod spent his childhood in Rajasthan's small town Pali and subsequently moved to Mumbai. Outside finance, his interest lies in reading books and playing badminton.
Vinod has taught his daughters Sasha & Tasha that stock market is not just for grown-ups. When Sasha turned 10, Vinod made her list down her favorite brands/companies she uses every day at home. She invested Rs 5 lakh in these companies. When she turned 16, Sasha's piggy bank had shares worth Rs 31 lakhs grown at 30% per annum! Vinod believes Sasha has a one-year advantage over Warren Buffet in her investment journey.
At 63, Yaduveer's energy and zeal for his work is unmatched. He finds gratification in helping 300 retirees lead an independent life. An inspiration for the youngistaan at our firm, Yaduveer joined us in 2006 after retiring as an accounts officer with Centaur Hotel (now Sahara Star). A cricket buff, he never misses India's matches. Being an avid follower of test matches has taught him that patience is essential to reap rewards in investing. Yaduveer lives in Mumbai with his wife, son and daughter-in-law and enjoys travelling with family.