STRATEGIC EQUITY

Ajay worked in the HR division of Career Launcher and Unichem Laboratories before joining Jain Investment in 2003. He assists 120 families and plays an active role in mentoring advisors. He enjoys thriller movies and retro Marathi music.

Amir started his career with ABN Amro Mutual Fund and joined in 2008. He has over a decade of experience helping clients align goals and money. He holds a post graduate Diploma in Business Management and enjoys rock music and playing guitar.

An MBA in Marketing and Finance, Dinesh has over a decade of experience helping clients meet their goals. He values objective advice aligned with client interests. A history enthusiast, he aspires to explore Europe’s culture.

Darshan completed his Chartered Accountancy in 2015 and joined in 2016 after working with ICICI Bank. He specializes in taxation, audits, estate planning and tax-saving strategies. He enjoys guitar and badminton.

An MBA in Finance, Ganesh joined in 2008 and brings over a decade of experience helping clients make smart investment choices. He enjoys football and badminton.

Manish heads Jain Info-X and leads technology initiatives with over two decades of experience in software and IT. Previously with ICRA Online, Accord Fintech and Dion Global Solutions. Holds M.Sc. in Computer Science.

A commerce graduate, Royceton joined in 2006 after working with JP Morgan. He designs financial and wealth planning strategies for high net worth individuals and professionals.

Sandeep joined in 2010 with over 13 years of experience in financial services and holds an MBA in Finance. He values autonomy in serving clients’ best interests.

Tinu joined in 2010 after working with Geneva Software Technologies and Tata Communications. He is a Certified Financial Planner helping 180 families achieve financial goals.

Vikram has been part of Jain Privy Client Ltd since 2014 and heads marketing and design. He holds a postgraduate degree in business management and has 16 years of industry experience.

Yaduveer joined in 2006 after retiring as an accounts officer with Centaur Hotel. He assists 300 retirees and emphasizes patience in investing.

Vinod Jain is the Founder and Managing Director at Jain Investment. He began his financial services career with Birla Sun Life Distribution handling finance, followed by a stint at the National Stock Exchange. A Chartered Accountant (Merit holder) with B.A. (Hons.) Economics, he founded Jain Investment in 2001. He has been investing since the age of 19 and manages the firm’s SEBI-registered PMS and the offshore Assetica India Equity Fund domiciled in Mauritius. He serves on the board of Foundation of Independent Financial Advisors (FIFA) and is regularly quoted in media including Mint, Business Standard, Morningstar, Cafemutual and ET Wealth. He is passionate about training and conducts weekly sessions for staff. He grew up in Pali, Rajasthan and enjoys reading and badminton.

Harshit started a broking firm before partnering for PMS in 2010. He is a partner in Jain Investment Advisors Pvt. Ltd. and oversees PMS operations. He enjoys football and learning piano.

Pallab brings over three decades of experience in operations and investor relations. He joined in 2017 and previously worked with Mirae Asset India, HDFC Mutual Fund, IDBI Mutual Fund, SSI Limited and Nagarjuna Group.