Abhinav Jain, CFP® — Co-Founder
I am a personal finance professional, a Certified Financial Planner (CFP) and CFA Level 1 (2018) . As an AMFI-registered mutual fund distributor, I specialize in designing tailored investment strategies for busy professionals, aligning with their goals and risk profiles. My mission is to simplify finances and empower clients to build sustainable, long-term wealth. Let’s connect to explore your financial potential!
Stackforce AI infers this person is a Personal Finance expert with a focus on investment strategy and client wealth management.
Location: Navi Mumbai, Maharashtra, India
Experience: 12 yrs 6 mos
Career Highlights
- Certified Financial Planner with expertise in investment strategies.
- Founder of Wealthika Finserv, focusing on client wealth empowerment.
- CFA Level 1 certified, enhancing financial analysis capabilities.
Work Experience
Wealthika Finserv
Founder (2 yrs 2 mos)
Reliance Industries Limited
Senior Manager Supply and Trade Operations (2 yrs 8 mos)
Process Design Engineer (4 yrs)
Manager , RIL Jamnagar Refinery (2 yrs 9 mos)
Graduate Engineer Trainee , RIL Jamnagar Refinery (11 mos)
Indian Oil Corporation Limited , R&D
Summer Intern (2 mos)
Education
Executive General Management Program at Indian Institute of Management Bangalore
Bachelor of Technology (B.Tech.) at Malaviya National Institute of Technology Jaipur
