About Me
Hi, I’m an independent AMFI-registered Mutual Fund Distributor, passionate about helping families grow and protect their wealth.
I joined my father’s business — Jain Financial Services — 6 years ago, driven by the vision of creating a lasting impact in people’s financial journeys. What started as my father’s mission has now become a shared passion — building wealth, trust, and long-term relationships with families across generations.
At Jain Financial Services, we believe wealth creation is not just about numbers — it’s about understanding dreams, guiding decisions, and walking together through every financial milestone.
Let’s create your wealth story, together.
About Work Experience
Helping individuals and families plan, grow, and protect their wealth through personalized investment solutions.
Carrying forward a legacy built by my father, focused on trust, transparency, and long-term relationships.
Specializing in Mutual Funds, SIP planning, Goal-based Investments, and Wealth Creation strategies.
Handling client portfolios with a focus on financial discipline, customized advisory, and consistent growth.
Assisting clients across generations in achieving their financial goals — from first investments to retirement planning.
Creating a client-first culture rooted in values, integrity, and care.
Experience & Qualification
Qualification
B.COM , MBA In Finance
Experience as an Advisor
6 Years
Total work Experience
6 Years
Services and Advisory Offered
Mutual Fund
Post Office Schemes
Tax Consultancy
Online Tax Return Filing
Portfolio Management Schemes
Pan Service Providers
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Fixed Deposits