Raising Cash!

What we do!

Financial Independence – A single mother who secured her family’s life through financial independence!


We help clients put in place their Wills, plan their asset transfers, offer tax efficient solutions and more



This team ensures that clients have a seamless experience by helping us automate manual tasks
Meet Our Team!

V. Balasubramanian
CIO - PMS

Pallab Chatterjee
COO

We have a dedicated team who have depth in their respective area of experties...

Meet Our Team!

Harshit Singhvi
Head-PMS

Pallab Chatterjee
Head-Operations

We have a dedicated team who have depth in their respective area of experties...

Our Products !
Portfolio Management Services

The Jain Investment Advisors Portfolio Management Services (PMS) are Multi-disciplinary funds focused on Indian equity markets and structured to suit needs of both individual and high net-worth investors.

Our Products !

A long only fund, invests in Indian companies, holding 10-20 conviction names benefiting from margin reversions and operating leverage. The fund follows a bottom up stock approach and invests in companies with proven ability to navigate economic...

Off-Shore Fund
The SIP Champions

Nestled in a quiet lane in Mumbai’s suburban Andheri, Vinod Jain’s office is situated on the ground floor of an old housing society which can be easily missed.


....www.morningstar.com

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Jain Privy Client Pvt Ltd (ARN-79799)

AMFI Registered Mutual Fund Distributor

Since: 2001. Current Validity : 05-May-2027.


Wealth Architecture - Jain Privy Client Pvt. Ltd.


23

years of foundation

04

distinct strategies

45

registered advisors

500

Million $

asset under management

1000+

HNI Investors

Policies
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Disclaimer
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