The Foundation
Founded
February 2001
Company Profile
Jain Investment is a provider of financial planning and wealth management services.
Management Profile
   


Vinod Jain
(Founder and Managing Director)
CA (Merit holder), B.A. (Hons.) Economics

  • Total Industry Experience – 14 Years
  • Worked with Birla Sun Life Distribution,
  • National Stock Exchange.


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    Rajesh Jha
    Co-founder MBA (Finance), B.A. (Hons.) Economics

  • Total Industry Experience – 15 Years Worked
  • Birla Sun Life Distribution, ICICI Bank.
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    Employees
    At present we have 30 employees constituting financial advisory, operation and research teams. Adhering to AMFI regulations, all our advisors, operation team & research professionals are AMFI Certified.
    Strength
    • Customer centric approach to business
    • Research based product
    • Ethical practices
    • Team of highly competitive financial advisors
    • Low attrition rate
    Clientele
    At present more than 3000 satisfied clients
    Products & Services
    Our main products are Mutual fund and Insurance (term insurance and Medical Insurance).
    Our service focus is to provide:
    • financial planning
    • wealth management
    • Tax Planning Services
    Genesis
    The foundation of JAIN INVESTMENT is based on client-centric approach to the business of financial planning and wealth management.

    Other important strengths which has been responsible for the success of the company has been its dynamic leadership, dedicated professionals, integrity of the people working here, competent advisory and research teams and sound investment principles.

    Our constant drive to add more and more satisfied customers to the ever growing list has mandated us to keep improving our offerings. The ever growing needs of our clients and huge number of investment offerings in the market enabled us to set up a very strong research team. We have also been able to make the best use of technology as an enabler to our business. Hence huge investments in technology resulted in improving our client servicing and reach.

    One of our outstanding features has been that we cater to a very healthy mix of clientele – HNI and Retail.

    We have been able to develop an effective offering to both segments of our clientele. Hence we manage clients with investment value of Rs. 5 lacs to 25 crores.