Rahul Jain — CEO
Rahul is an Indian Chartered Accountant and an alumnus of the prestigious Indian Institute of Management Ahmedabad, with over 14 years of experience in the financial services industry (including 9 years at EY). His core competencies include: > Creating and managing customized investment portfolios, optimizing tax outcomes, and building long-term wealth. He has extensive knowledge of various investment options, such as mutual funds, alternative investment funds, PMS, bonds, debentures, off-shore funds, insurance products, and more. > Advising NRIs and HNIs on various matters related to income-tax laws, foreign exchange laws, and regulations concerning inheritance and succession. > Managing compliance activities such as tax returns, TDS returns, advance tax payments, etc. He places a strong emphasis on delivering services of exceptional quality and timeliness.
Stackforce AI infers this person is a Wealth Management and Tax Advisory expert with extensive experience in financial services.
Location: Bengaluru, Karnataka, India
Experience: 16 yrs 6 mos
Skills
- Wealth Management
- Investment Management
Career Highlights
- Over 14 years of experience in financial services.
- Expert in wealth management and tax advisory.
- Strong background in advising high-net-worth individuals.
Work Experience
Oakwise Advisors LLP
Partner (2 yrs 6 mos)
Nesture Consultancy Private Limited
Executive Director (4 yrs 6 mos)
EY
Senior Manager (1 yr 10 mos)
Manager (2 yrs 11 mos)
Senior Consultant (1 yr 11 mos)
Consultant (1 yr 10 mos)
J. Srinivasan Chartered Accountants
Intern (3 yrs 6 mos)
Education
Accelerated General Management Programme at Indian Institute of Management Ahmedabad
at The Institute of Chartered Accountants of India
Bachelor's Degree at JAIN College
