Sanyam Jain — CEO
We're a passionate team of wealth managers with the mission of assisting young professionals & entrepreneurs reach immense wealth. We understand that our clients work extremely hard and sacrifice a lot as they pave their way to success. We want to make sure they don't undermine the importance of personal financial planning along the way. We recognize that our profession requires a paradoxical combination of logic, knowledge instinct, and trust. And the opportunity of becoming a catalyst in someone's wealth building journey really excites us. Coming from an equity research and asset management background with exposure across different geographies, I hope to bring a new perspective and insights to our wealth management clients on funds management.
Stackforce AI infers this person is a Wealth Management and Investment Research Specialist with a focus on Asian markets.
Location: Mumbai, Maharashtra, India
Experience: 9 yrs 6 mos
Career Highlights
- Expert in equity valuation and financial analysis.
- Extensive experience in investment research across Asia.
- Strong background in wealth management for young professionals.
Work Experience
BlueFort Financial
Partner (4 yrs 6 mos)
Mosaic Advisors - Advisors to Allard Partners, Hong Kong
Investment Analyst (1 yr 10 mos)
Nepean Capital
Investment Analyst (1 yr 9 mos)
Edelweiss Financial Services
Equity Research Analyst (1 yr 5 mos)
Education
CA at The Institute of Chartered Accountants of India
Certified Financial Analyst at CFA Institute (US)
Bachelor of Commerce (BCom) at JAI HIND COLLEGE, MUMBAI
Financial Risk Management at Global Association of Risk Professionals