Arpit Jain

Co-Founder

Mumbai, Maharashtra, India4 yrs 4 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Founder of a personal finance consultancy.
Expertise in simplifying wealth for everyday investors.
Experience in both finance and venture capital.

Stackforce AI infers this person is a Fintech expert with a strong focus on personal finance and investment consulting.

Contact

Skills

Core Skills

Financial ConsultingWealth GuidanceInvestment AnalysisIndirect Taxation

Other Skills

Mutual FundsPersonal FinancePortfolio reviewsMutual Funds investmentTerm and health insuranceFixed income investmentsTax planning

About

I started my career at KPMG and later worked at a venture capital fund, where I learned how money fuels growth. A few years in, I realized I wanted more than balance sheets-I wanted impact. Taking a year off, I discovered how even financially aware people struggled to manage their money confidently. That insight led to Pi Investments - a firm helping professionals make clear, confident, and transparent financial decisions. What we do: • Financial Consulting • Health & Life Insurance • Wealth Guidance At Pi, we believe finance should be simple, honest, and personal - built on trust, transparency, and clarity, not jargon or sales.. 📩 Let's connect if you're ready to make money work for you, not the other way around.

Experience

Pi investments

Founder

Jan 2023 – Present · 3 yrs 3 mos · Mumbai, Maharashtra, India

Pi Investments is a personal finance consultancy that provides personalized investment solutions to individuals.
Our services include :
Portfolio reviews to help you optimize your investments and portfolio management
Mutual Funds investment to diversify your portfolio and maximize returns
Term and health insurance to protect you and your loved ones
Fixed income investments to generate steady returns with minimal risk
Tax planning to minimize your tax liability and maximize your savings
We work closely with our clients to understand their financial goals and develop a comprehensive plan that aligns with their objectives.

Mutual FundsPersonal FinanceFinancial ConsultingWealth Guidance

Samyakth capital

Investment Professional

Feb 2022 – Apr 2022 · 2 mos

Samyakth Capital is a fintech micro VC investing in pre-seed and seed stage deals. If you're building in the Fin-tech space, I want to hear from you! Email me at - arpit@samyakthcapital.com

Investment Analysis

Kpmg

2 roles

Executive

Promoted

Aug 2020 – Nov 2020 · 3 mos · Mumbai, Maharashtra, India

Indirect Taxation

Indirect Taxation

Staff Accountant

Mar 2017 – Jul 2020 · 3 yrs 4 mos · Mumbai, Maharashtra, India

Sylvn studio

Internship

Oct 2015 – Dec 2015 · 2 mos · Mumbai, Maharashtra, India

Worked with the Online marketing department. It involves dealing with various e-commerce portals globally like Amazon, Flipkart, eBay, Etsy etc. and ensuring smooth flow of business sales through them.
Worked with the Inventory Management team, thereby assisting them in keeping track of stocks, sales, optimum inventory level, etc.
Supervising the collaboration of Sylyn Studio with an NGO - GiftYourOrgan