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Mohit Jain
Founder At Financialfundey.com
Ghaziabad
Summary
Experienced financial advisor with a decade of expertise serving clients in India and abroad. Currently managing 250 families, I specialize in personalized, goal-based financial advice. My focus on asset allocation optimizes risk and returns, while tailored strategies help clients achieve their unique financial objectives. Stay updated on market trends and regulatory changes, providing relevant insights to navigate complex financial landscapes. Dedicated to helping individuals and families achieve financial security and prosperity, I look forward to assisting new clients on their path to success.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
Work History
Founder and Principle Planner
Financial Funde Investments
Ghaziabad
10.2015 - Current
- Created and monitored promotional approaches to increase sales and profit levels.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Represented organization at industry conferences and events.
Education
B. Tech - Electrical, Electronics And Communications Engineering
RKGIT
Ghaziabad 07.2005 - 05.2009
Distance Learning MBA - Finance
IMT
Ghaziabad 05.2013 - 05.2015
Skills
Stock market understanding
undefinedAccomplishments
- Achieved HDFC life Insurance MDRT in 2021
- Nominated to various mutual fund conferences by mutual fund companies.
- loyalty club member of mutual fund companies
Affiliations
- Lions Club
- Toastmasters
- Rotary International
Certification
NISM mutual fund distribution certification
Interests
Public Speaking
Sports
Religion
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
if you fail to plan you are planning to fail
Benjamin Franklin
Timeline
NISM mutual fund distribution certification
10-2023
Founder and Principle Planner
Financial Funde Investments
10.2015 - Current
Distance Learning MBA - Finance
IMT
05.2013 - 05.2015
B. Tech - Electrical, Electronics And Communications Engineering
RKGIT
07.2005 - 05.2009
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