Overview

COMPANY PROFILE

Jain Investment is a provider of wealth management services founded by Mr. Vinod Jain. The ideals and values he established continue to guide the way we operate today. Our investment philosophy is designed to help long term investors succeed in reaching their goals.


FOUNDED

February 2001


MANAGEMENT PROFILE

VINOD JAIN

(Founder and Managing Director)

Vinod Jain is the founder and managing director at Jain Investment.

He began his financial services career with Birla Sun Life Distribution where he handled finance followed by a brief stint with India’s largest bourse National Stock Exchange.

A chartered accountant (Merit holder) with B.A. (Hons.) Economics under his belt, Vinod founded Jain Investment, a boutique wealth advisory firm in 2001 with a vision to help investors make smart investment choices.

A number cruncher and astute stock picker, Vinod has been investing in markets since the age of 19. He has been managing the firm’s domestic Portfolio Management Service (PMS) registered with Securities and Exchange Board of India (SEBI) and the offshore fund Assetica India Equity Fund domiciled in Mauritius. Both funds have delivered benchmark beating returns by protecting downside risk.

Vinod also serves on the board of Foundation of Independent Financial Advisors (FIFA), a professional association of financial advisers, where he advises the board on policy framework for developing and nurturing mutual fund distribution community.

He is regularly quoted in media and has been featured in several news portals and publications like Mint, Business Standard, Morningstar, Cafemutual and ET Wealth.

Before founding Jain Investment, Vinod coached in colleges and trained CA students during his early days, a passion which he continues to pursue by holding weekly trainings for his staff on subjects ranging from portfolio construction, choosing right funds to behavioral finance.

Vinod spent his childhood in Rajasthan’s small town Pali and subsequently moved to Mumbai. Outside finance, his interest lies in reading books and playing badminton.

Vinod coachs his daughters Sasha & Tasha that stock market is not just for grown-ups. When Sasha turned 10, Vinod made her list down her favorite brands/companies she uses every day at home. She invested Rs 5 lakh in these companies. Today at the age of 16 years, Sasha’s piggy bank has shares worth Rs 31 lakhs grown at 30% per annum! Vinod believes Sasha has one-year advantage over Warren Buffet in her investment journey.


RAJESH JHA

(Co-founder)

Rajesh Jha is the co-founder of Jain Investment. He joined the firm in 2005.

Rajesh earned his Honours in Economics from Delhi University and completed his MBA in Finance from Symbiosis Institute, Pune. He grew up in Calcutta where he earned his graduation and moved to Mumbai for pursuing his professional career. Before starting his entrepreneurial journey, Rajesh worked with Citigroup, Birla Sun Life Distribution and ICICI Bank.

At Jain Investment, he manages the overseas business, besides giving strategic guidance to overall business verticals. Rajesh launched and marketed Assetica India Equity Fund in Singapore and other markets by building a client base of family offices, HNIs and NRIs.

Rajesh has played a key role in developing the firm’s franchise of relationship managers and putting in place strong technology systems which has helped Jain Investment automate 90% of its processes.


ABHISHAM BALI

(CEO Assetica, Singapore and Offshore Business)

Abhisham is a Partner & CEO of Assetica's offshore business. He has partnered with the firm in 2018 to leverage on the track record and strength of Jain Investment's research team. The similarity of thought process - "Clients interest first, holding fundamentally solid companies over long periods of time, compounding returns & keeping things vanilla" resulted in this partnership coming to fruition.

Abhisham grew up in Chandigarh before moving to Singapore in 1998 on a Singapore Airlines scholarship. Pursuant to that, he completed his A levels at Victoria Junior college and Computer Engineering from NTU in Singapore. Having worked in investment banking across various functions in Merrill Lynch, Credit Suisse and Barclays, Abhisham pursued a MSc in Financial Markets majoring in Risk and asset Management from EDHEC Business School in France. Subsequent to that he worked as a relationship manager at Taurus Wealth Advisors, a multi-family office, and Bank of Singapore. In his last 2 roles he was responsible for client origination, acquisition and advising his UHNW clients on their financial portfolios across various asset classes in global markets.

At Assetica, Abhisham will be responsible for developing the offshore business across UHNW individuals segment, Single & Multi Family Offices and Financial Institutions across Australasia, Africa and the Middle East. Along with business development and building his team of Assetica workforce in Singapore, he will also be overseeing and co-managing the fund management and market research along with Vinod.

Abhisham loves Cricket, Bollywood movies and music, travelling and spending time with his family and loved ones.

EMPLOYEES

We have a dedicated team who have depth in their respective area of expertise. Our team of 60 professionals is comprised of CFAs, MBAs, CFPs and CAs specializing in research, advisory and operations.


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 500 satisfied clients


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.


Wealth Architecture - Jain Investment Advisors Pvt. Ltd.

04

Location India, Dubai, Canada, Singapore

08

strong registered funds

45

registered advisors

100+

HNI Investors

240

asset under management