Vikas Jain

Co-Founder

Bengaluru, Karnataka, India17 yrs 6 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Co-founder of a fintech revolutionizing personal finance.
  • Expert in investment strategies outperforming benchmarks.
  • CFA Charterholder with extensive investment banking experience.
Stackforce AI infers this person is a Fintech expert with a strong focus on investment management and advisory.

Contact

LinkedIn

Skills

Core Skills

Investment ManagementFinancial AnalysisInvestment AdvisoryEquity InvestmentsInvestment Research

Other Skills

Portfolio ManagementClient ManagementMarket AnalysisFundamental AnalysisStock AnalysisEquity ResearchFinancial ModelingValuationEquitiesInvestment BankingEquity ValuationCapital MarketsDCFBloombergManagement

About

At Multipl, our team is revolutionizing the fintech industry by guiding customers towards a debt-free lifestyle through savvy investment management. My journey in finance, particularly in Investment Research and as an Investment Adviser for HNI/NRI clients, has honed my capabilities in developing strategies that consistently outperform market benchmarks and also providing holistic personal finance solutions. This endeavor leverages my acumen in investment banking and the insights gained from the stewardship of substantial equity portfolios. With Multipl, we're constructing an ecosystem designed to empower financial freedom, where my expertise aligns seamlessly with our mission to redefine financial wellness for Indians.

Experience

17 yrs 6 mos
Total Experience
4 yrs 4 mos
Average Tenure
6 yrs
Current Experience

Multipl

Co-Founder

May 2020 – Present · 6 yrs · Mumbai, Maharashtra, India

  • Building the Multipl Movement and helping Indians enjoy life, debt free.
Investment ManagementFinancial AnalysisPortfolio Management

Sebi registered investment adviser

Investment Adviser

Mar 2019 – May 2020 · 1 yr 2 mos · Mumbai, Maharashtra, India

  • Helped HNI/NRI clients to consistently generate returns superior to market benchmarks. Successfully handheld clients through the recent tumultuous period to provide them a smooth sailing experience in their investment journey.
Investment AdvisoryClient ManagementMarket Analysis

Adagio capital

Private Investor

Nov 2015 – Mar 2019 · 3 yrs 4 mos · Mumbai, Maharashtra, India

  • Proprietary Investments with a specific focus on public equity investments.
  • Equity Portfolio returns during this 3+ yrs were ~18% p.a. vs ~13% p.a for the benchmark
Equity InvestmentsPortfolio Management

Goldman sachs

2 roles

Investment Research, India Oil & Gas/ Asia-Pacific Energy

Promoted

Aug 2010 – Apr 2014 · 3 yrs 8 mos

  • Fundamental research on 11 Indian Oil & Gas companies; top quartile performer in Asia
  • Initiated independent coverage on Essar Oil with a buy rating; generated significant alpha
  • Refining Industry expertise through in-depth primary research on global supply-demand
  • Consistently voted by top global institutional investors
Investment ResearchFundamental Analysis

Business Analyst-Investment Research-Insurance

Apr 2007 – Aug 2010 · 3 yrs 4 mos

  • • Winner of the Goldman Sachs India Annual stock picking competition 2009 – 49% return vs benchmark 19%
Investment ResearchStock Analysis

Larsen & toubro

Summer Intern, Treasury

Apr 2006 – Jun 2006 · 2 mos · Mumbai, Maharashtra, India

  • Received Pre-Placement Offer(PPO)

Aneja associates

Internal Auditor

Apr 2005 – Jun 2005 · 2 mos · Mumbai Area, India

Education

Indian Institute of Management, Indore

Master of Business Administration (MBA) — Finance

Jan 2005 – Jan 2007

The Institute of Chartered Accountants of India

Chartered Accountant

Jan 2004 – Present

Narsee Monjee College of Commerce and Economics

Bachelor of Commerce (B.Com.) — Accounting and Taxation

Jan 1995 – Jan 2000

Stackforce found 100+ more professionals with Investment Management & Financial Analysis

Explore similar profiles based on matching skills and experience

Bhavin Surti

Bhavin Surti

Senior Partner

at Zaara Overseas

Dubai, United Arab Emirates11 yrs exp
Corporate & Trade FinanceBanking & Finance Strategy
Ankita Jhawar (CFA Completed)

Ankita Jhawar (CFA Completed)

Vice President - Head of Institutional Client Business CoE (India & Mexico)

at HSBC Asset Management

Bengaluru, India13 yrs 11 mos exp
Client Relationship ManagementBusiness DevelopmentDelivery ManagementFixed Income ManagementPortfolio Management
Abhishek Bal, CFA,FRM

Abhishek Bal, CFA,FRM

Managing Partner

at Gentium Capital LLP

Pune, India16 yrs 7 mos exp
Private EquityInvestment BankingTeachingProject ManagementHealth Insurance
Laxmi Gupta

Laxmi Gupta

Senior Wealth Manager- Private Wealth

at Fintoo

Mumbai, India7 yrs 10 mos exp
Financial AdvisoryWealth Management Services
Aanchal Almal, CFA

Aanchal Almal, CFA

AVP - Products

at TrustPlutus

Mumbai, India5 yrs 2 mos exp
Asset ManagementPortfolio Management
Vaibhav Porwal

Vaibhav Porwal

Co-Founder

at dezerv.in

Mumbai, India22 yrs 9 mos exp
Investment SolutionsPortfolio Management
Dr. Ravi Singh

Dr. Ravi Singh

Accumulated Expertise

at Career-Wide Experience

India0 mo exp
Phani Gubba

Phani Gubba

Manger, FP&A

at myKaarma

Long Beach, United States11 yrs 9 mos exp
Financial AdvisoryInvestment Management