Ashwin Jain, CFP® — CEO
Ashvvy Investment, after a quarter century of existence as a boutique Wealth Management company with 300 Cr AUM, is entering a new growth phase, passing the torch to a brand new generation of leaders. Me being one of them. My mission as the Marketing leader of Ashvvy Investment is to fully capture the essence of the legacy my parents have built with just one (not so secret) sauce- good ole hard work and commitment to the job, and translate it for the world of digital. To curtain up this 0-300cr journey nested in a humble tier 2, Kanpur. Where the ad spend was zero and CAC? Trust. Where early adopters and their word-of-mouth tree grew up to be a client base of 3000, pan-India and globally, with a negligible churn rate. Where being bootstrapped was not a concept, but a norm. I feel incredibly fortunate to have grown up witnessing the making of this company, even as I humbly step into the immense shoes of my parents, who built it with deep love and earned lasting respect from clients and the industry folk alike. Me and my co-leader/ sister/ life coach are now working alongside the founders day in and day out to expand their vision - geographically and statistically. As our core values lie in family, loyalty, and trust-we truly understand the nuances of families' Wealth Management needs and aspire to create a big 'Ashvvy-shaped mark' in the area. Join my journey as I don't promise success, but surely a story! And lastly, the clichè- 'Building from Bharat, for the World'. —————————————————————————- Previously worked with brands like AngelOne, AliceBlue, BimaKavatch, ICICI direct, 1finance and more..
Stackforce AI infers this person is a Fintech Marketing Strategist with expertise in Wealth Management and Content Development.
Location: New Delhi, Delhi, India
Experience: 4 yrs 1 mo
Skills
- Wealth Management
- Marketing Strategy
- Content Marketing
- Financial Marketing
- Content Strategy
- Social Media Management
- Personal Branding
- Content Development
- Brand Management
Career Highlights
- Led marketing strategies for a 300 Cr AUM wealth management firm.
- Developed data-driven content marketing strategies for fintech companies.
- Expertise in building client relationships through trust and loyalty.
Work Experience
Freelance
Financial marketer (4 mos)
1 Finance
LinkedIn ghostwriter (1 mo)
The Social Herd
Content Strategist (5 mos)
Alice Blue
Creative Copywriter (1 mo)
Ashvvy Investment Pvt. Ltd.
Head Of Marketing (4 yrs 1 mo)
Career Break
Travel (1 mo)
BimaKavach
Brand Manager (1 mo)
SAWO Labs
Freelance Writer (2 mos)
Pepper Content
Freelance Writer (2 mos)
Angel Broking
Freelance Writer (4 mos)
Talentela - Design and Content Marketing
Freelance Writer (1 mo)
elink.io
Content Writer (3 mos)
India Rep Co. - Back Office Support Services Company
Online Marketer (1 mo)
FINTRAKK
Content Writer (4 mos)
Ashvvy Wealth
Digital Marketing Manager (1 yr 6 mos)
Pheonix Studios
Location Manager (1 mo)
Struggling Stupids
Content Development (1 mo)
High Court of Delhi
Social Media Manager (1 mo)
Education
Bachelor's degree at Amity University, Greater Noida Campus
High School Diploma at National Institute of Securities Markets (NISM)
at Delhi Public School - India
