Aadish Jain Email and Phone Number
Dynamic financial professional with a strong background in fundraising, investor relations, and capital markets, transitioning into equity sales or wealth management roles. I bring a deep understanding of financial markets, investment strategies, and client communication, having successfully built lasting relationships with investors and driven financial growth. My goal is to leverage these experiences to excel in equity sales by delivering insightful market recommendations and tailored investment solutions.I have cleared all three levels of the CFA exam in a single attempt, demonstrating a robust analytical mindset and in-depth knowledge of finance, taxation, and investment management. I excel at analyzing complex data and translating it into actionable insights for clients, helping them navigate market opportunities with confidence.With a client-centric approach and a solid foundation in market analysis, I am ready to provide high-value solutions, build trust, and foster long-term relationships in equity sales or wealth management roles. My passion lies in helping clients make informed investment decisions and achieve their financial objectives.
Pl Capital Group (Prabhudas Lilladher)
View- Website:
- plindia.com
- Employees:
- 804
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Institutional Sales ManagerPl Capital Group (Prabhudas Lilladher)Mumbai, Mh, In -
Manager- Investor Relations And FundraisingNisus Finance Services Co. Ltd. Jan 2024 - PresentMumbai, Maharashtra, India -
Commercial Real Estate AnalystBardiya Group Oct 2022 - Mar 2023Jaipur, Rajasthan, India-Closed ₹82 lakhs in retail leasing deals, leveraging strong negotiation and client engagement skills, which I aim to apply in building and managing investment portfolios or client relationships.-Performed in-depth market research and valuations, supporting strategic investment decisions and providing data-driven insights for clients.-Negotiated win-win agreements between landlords and tenants, demonstrating an ability to build trust and foster long-term relationships, essential for advising clients and selling financial products. -
Research AnalystIventures Capital Apr 2022 - Jun 2022Gurugram, Haryana, India -
Equity Research InternHem Securities Ltd. Feb 2022 - Mar 2022Jaipur, Rajasthan, IndiaDeveloped investment recommendations for the hospitality sector, including a detailedvaluation model for Indian Hotels (IHCL), which led to a fund investment based on thecompany's strong recovery potential post-Covid. -
TraineeK.G. Goyal & Associates Oct 2019 - Jan 2022Jaipur, Rajasthan, India
Aadish Jain Education Details
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Cfa InstituteCfa Level-3 Cleared -
Accounting And Finance -
Accounting And Finance
Frequently Asked Questions about Aadish Jain
What company does Aadish Jain work for?
Aadish Jain works for Pl Capital Group (Prabhudas Lilladher)
What is Aadish Jain's role at the current company?
Aadish Jain's current role is Institutional Sales Manager.
What schools did Aadish Jain attend?
Aadish Jain attended Cfa Institute, Institute Of Cost Accountants Of India, Commerce College Jaipur.
Who are Aadish Jain's colleagues?
Aadish Jain's colleagues are Pallavi Patil, Abhay Jain, Rajesh Tanna, Farhan Khan, Payal Sanghavi, Ratikanta Nayak, Siddharth Vora.
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Aadish Jain
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Aadish Jain
Demystifying Recruiting @Techolution | Scaling Engineering Teams Across Levels For India, Apac And MenaHyderabad1techolution.com
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