Rishil Jain - Portfolio Management Schemes Advisor in Athwa Gates, Surat

Rishil Jain - Portfolio Management Schemes Distributors

Member since Apr 3, 2025

6351776573

kashmorefinvest06@gmail.com

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About Me

Free Consultation session provided at Kashmore Finvest Hello, I am Rishil Jain, the Founder of Kashmore Finvest. At Kashmore Finvest, we specialize in simplifying wealth creation by thoroughly understanding our clients' needs and aspirations. We then work collaboratively to define clear financial goals and design a tailored strategy to achieve them. Our approach includes precise asset allocation, considering factors such as risk tolerance, investment horizon, and age group. We offer a diverse range of investment solutions, including Mutual Funds, Portfolio Management Services, Investment Advisory Portfolios, NCDs, and more, to help our clients successfully reach their predefined financial objectives within the desired timeframe.

About Work Experience

I have had the privilege of working with prominent organizations across the finance and investment sectors, where I have developed a strong foundation in asset management and financial strategy. My professional journey includes a role at Nippon AMC, where I gained valuable experience in asset management. I then served as the Treasurer at Aadhar Housing Finance, overseeing financial operations and strategic planning. Most recently, as the Surat Head at BharatPe NBFC Liquiloans, I was responsible for managing the entire Assets Under Management (AUM) for the Surat region, driving growth initiatives, and ensuring operational excellence. These diverse experiences have equipped me with a comprehensive understanding of financial services, wealth management, and strategic leadership.

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