Our Team

FOUNDER’S PROFILE

 

Our Founder Mr. Praveen Jain is a well-organized and highly competent Wealth Management Professional with 18 years of experience.

Mr. Praveen Jain has held senior positions at various organisations throughout his professional career.

He has pursued a 3 years specialised course on Global Wealth Management from IIM Bangalore and Bachelor of Commerce (B.Com) from Gujarat University.

He has hands on experience in need-based advisory and operations in products like:

  • Portfolio Management Services
  • Structured Investment Product from Domestic & International Markets
  • Real Estate Advisory
  • Art Advisory
  • Antiques Advisory
  • Equity (Primary Market, Secondary Market, Cash Market and Derivatives) instruments
  • Mutual Funds and Bonds
  • Corporate Debentures and other papers
  • Commodities
  • Capital Guaranteed Product
  • Savings Account, Current Account, Corporate Account, Trust & Hindu Undivided Family Account, Society Account, Certificate of Deposit, Time Deposit, Demat Account,
  • Various kinds of Loans etc.