Company Profile

Jain Investment Advisory began offering Portfolio Management Services (PMS), to clients in 2010 and was formally registered with SEBI in 2016 under the name Jain Investment Advisor Private Limited. Over the years, our PMS business has grown significantly in scale, and today we are counted among the top 50 discretionary portfolio management services in India.
In 2020, we expanded our offerings by securing a license to launch a Category III Alternative Investment Fund (AIF), providing clients with access to differentiated investment opportunities within a regulated framework.

Fund Management Team

Our Fund management team is among the most experienced in the industry. It is led by three senior fund managers from different age groups, with an average industry experience of over 25 years and an age gap of nearly 12 years between them. Collectively, they have managed billions of dollars in assets and millions of investor accounts, bringing a unique mix of generational perspective and deep expertise to client portfolios.
We remain committed to transparency, compliance, and client-centricity, ensuring that our investment solutions evolve in line with the needs of our investors.

Company

Nine years after establishing Jain Investment Planner, we formed Jain Investment Advisory to offer complimentary and customized solutions to our existing clients. In 2010, we started offering Portfolio Management Schemes (PMS) to our clients. As the demand for PMS grew, we launched our own PMS by getting a license from SEBI. Through PMS, we offer customized solutions to high net worth clients which would otherwise not be available in mass products like mutual funds. From a humble beginning in 2010, we today manage eight funds with assets under management of Rs 700 crore. These funds have delivered benchmark beating returns by protecting investors wealth during every downturn. After delivering a stellar track record for five years in PMS, we took a leap of faith by launching our offshore fund christened as India Assetica Fund in 2014 which offers investment opportunities for NRIs investing in dollars. All the eight funds are managed by Vinod Jain.



SEBI Registration Number : INP000004979

Wealth Architecture - Jain Investment Advisors Pvt. Ltd.


24

years of foundation

04

distinct strategies

45

registered advisors

500

asset under management

1000+

HNI Investors