Jiten Karnani

Business Development Executive

Mumbai, Maharashtra, India27 yrs experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in investment management and financial planning.
Passionate educator shaping future wealth managers.
Strong background in private banking and client relations.

Stackforce AI infers this person is a seasoned professional in Fintech with a strong focus on investment management and financial advisory.

Contact

jiten@silverliningcapital.in LinkedIn

Skills

Core Skills

Investment ManagementPortfolio ManagementUniversity LecturingWealth Management

Other Skills

Tax OptimizationEstate PlanningFinancial AdvisoryCash Flow ManagementPrivate EquityVenture CapitalFinanceStrategyBankingCapital MarketsInvestment BankingFinancial ServicesPrivate BankingStrategic PlanningCash Management

About

Our Mission & Motto: 📍 At Silver Lining Capital Management, our mission is to provide comprehensive financial planning services tailored to each client’s unique financial journey. 📍 We specialize in investment management, tax optimization, retirement planning, and estate planning, with a commitment to a holistic approach in every service we offer. 📍 We strive to understand each client’s financial objectives and risk tolerance deeply, enabling us to develop tailored strategies to grow and protect their wealth. 📍 Our team’s collective expertise allows us to navigate an extensive range of financial products, empowering clients to make informed investment choices aligned with their aspirations. 🎯 Through consistent monitoring and proactive rebalancing of portfolios, we ensure our clients’ investments remain well-aligned with both market conditions and personal goals. 🎯 Our dedication to transparency and ongoing support fosters long-lasting relationships built on trust, enhancing client satisfaction every step of the way. 📧 Reach us @ jiten@silverliningcapital.in We can have a brief or detailed chat and of course, NO STRINGS ATTACHED.

Experience

Silver lining capital management

Private Banker

Apr 2015 – Present · 11 yrs · Mumbai Area, India

We are investment partners & we are interested in long-term relationships.
Core Services offered -
1 - Multi-Family Office Services
2 - Portfolio Management Services
Participating Avenues.
Indian Capital Markets ( PMS, AIF, MF's, Bonds & Private Placements).
Credit-Based Services ( Lending for Capital-expenditure).
Offshore Banking & Investment Services ( Guidance for you to cherish diversification, wisely).
Products & Services For Individuals ( Resident & NRI ) & Non - Individuals.
Investment Management & Advisory
Cash Flow Management & CMS Services for Private Limited , LLP & Corporations establishments.
Income Tax Returns Filings & Advise
Trust & Estate Related Services - WILL writing & Power Of Attorney services.
Assistance in recommending avenues for one's Philanthropic endeavours.
You name it and its likely we shall be able to assist you.
Offshore Banking Services
Banking & Portfolio Management Services out of United Kingdom (Isle of Man).
LRS advisory, account opening in the UAE and investment ideation.

Investment ManagementPortfolio ManagementTax OptimizationEstate PlanningFinancial AdvisoryCash Flow Management

Part time lecturer at two mba school's

Faculty

Mar 2010 – Present · 16 yrs 1 mo · Mumbai Area, India

Passion for learning on a daily basis and sharing the learnings with young & bright minds keeps me challenged and intrigued. Might I be gutsy and say " keeps me younger"
I started teaching as a "one-off" replacement stint. Over the years, I developed a passion for teaching 1. "wealth management" 2. "current events that shape global economies and 3. Private Equity * venture Cap. What brings me most joy ? That my passion has been guiding many talented students take up “wealth management” as a profession....Learning from this young “Tech” generation is helping me too. So its a win-win situation.

University LecturingWealth ManagementPrivate EquityVenture Capital