Sachin Jain

CEO

Mumbai, Maharashtra, India12 yrs 11 mos experience

Key Highlights

12 years of experience in Strategy and Investment.
Managed a portfolio of INR 750 Crores.
Trainer for Investment Management at BSE and ICICI.

Stackforce AI infers this person is a seasoned investment professional with expertise in BFSI and portfolio management.

Contact

Skills

Other Skills

AnalysisAnalytical SkillsAnalyticsBloomberg TerminalBusiness AnalysisCompetitive AnalysisConsultingExcelFinancial ModelingGo-to-market StrategyMarket ResearchMicrosoft ExcelMicrosoft OfficePowerPointPrimary Research

About

Sachin is a Strategy / Investment professional with 12 Years of experience in sectors such as BFSI, Retail and Education. He has deep knowledge of Investments, Financial analysis, Corporate finance and Valuation. He is currently managing a active portfolio of INR 750 Crores for a large family office in Mumbai He is associated with BSE and ICICI as a trainer for Investment Management courses.

Experience

Trigen wealth

Executive Vice President - Lead - Family Office and Corporate Treasury

Apr 2025 – Present · 11 mos · Mumbai, Maharashtra, India · On-site

Advising Family Offices and Corporate Treasury

Sukvi ventures

CIO / Head of Investment (Family Office)

Oct 2023 – Apr 2025 · 1 yr 6 mos · Mumbai, Maharashtra, India · On-site

As a CIO / Head of Investments I look after Equities / Debt / Private Equity and Private Debt investments of the families along with Cash Flow Management and Taxation Planning.

Inspira enterprise

Head of Family Office

Jun 2021 – Mar 2024 · 2 yrs 9 mos · Mumbai, Maharashtra, India · On-site

Heading a Family Office and managing the entire portfolio of all family members, companies, trust and HUF. Managing cash flows for group companies.

Maheswari investors private limited

Head Of Investment Strategy

Sep 2019 – Jun 2021 · 1 yr 9 mos · South Mumbai, Maharashtra, India

Managing a diversified portfolio of INR 750 Crores invested in Equity, Debt, Real Estate and Alternatives
Evaluating Private Equity and Venture Capital deals
Managing a Sector Agnostic Equity Portfolio of INR 100 Crores
Managing a team of Investment professionals to evaluate new ideas to churn portfolio and do cash flow management

J.p. morgan asset management

Associate

Jun 2016 – May 2018 · 1 yr 11 mos · Mumbai

Prudential assurance

2 roles

Assistant Manager

Promoted

Jul 2014 – Feb 2015 · 7 mos

Corporate strategy professional

Analyst

Aug 2012 – Jun 2014 · 1 yr 10 mos

In depth research of Insurance Industry in UK. Scenario Analysis, Covering Impact of different regulations in UK, Distribution Channel Analysis, Competitor Assessment, Benchmarking, Short listing Acquisition targets and Future Estimates

Boston analytics

Analyst

Aug 2010 – Aug 2012 · 2 yrs · Mumbai

Conduct business research across various sectors;
Estimating market size of different products and services in different geographies
Work on proposals for pitching.
Travel to conduct primary research as well as Time and Motion study.
Conduct new market opportunity assessment for different sectors
.