Sanyam Jain Email and Phone Number
Sanyam Jain work email
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Sanyam Jain personal email
We're a passionate team of wealth managers with the mission of assisting young professionals & entrepreneurs reach immense wealth. We understand that our clients work extremely hard and sacrifice a lot as they pave their way to success. We want to make sure they don't undermine the importance of personal financial planning along the way. We recognize that our profession requires a paradoxical combination of logic, knowledge instinct, and trust. And the opportunity of becoming a catalyst in someone's wealth building journey really excites us.Coming from an equity research and asset management background with exposure across different geographies, I hope to bring a new perspective and insights to our wealth management clients on funds management.
Bluefort Financial
View- Website:
- bluefortfinancial.com
- Employees:
- 5
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PartnerBluefort Financial Sep 2021 - PresentMumbai, Maharashtra, India -
Investment AnalystMosaic Advisors - Advisors To Allard Partners, Hong Kong Nov 2019 - Sep 2021MumbaiPart of the core investment research team for Allard Partners, an Asia focused hedge fund based in Hong Kong. Primarily focusing on Chinese and Indian markets, I was responsible for tracking a wide range of coverage companies across sectors while also researching into new companies as potential investment opportunities. This included extensive research in China's vast tech sector and fast growing new age companies, as well as in more traditional sectors like consumer staples, utilities and healthcare in China, India and Indonesia. This exposure across geographies and sectors provided new perspective in the context of investing in Indian markets and the rapid progress expected going forward.
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Investment AnalystNepean Capital Jan 2018 - Oct 2019Mumbai Area, IndiaResponsible for generating investment ideas in the Indian small and mid-cap space through multiple levels of screening, observation of macro trends, conference participation and interaction with company managements. Additionally, I analyzed and covered a wide range companies across sectors with a bottom up approach as well as contributed to portfolio management decisions with recommendations. This process involved deep dive analysis including building comprehensive models, extensive channel checks, annual report analysis, plant visits and management meets. -
Equity Research AnalystEdelweiss Financial Services Aug 2016 - Jan 2018MumbaiWorked on various sectors such as Abrasives, Batteries, Bearings, Credit Ratings, Dairy, Refractories, amongst others, as part of the Midcaps team, including publishing research reports, maintaining comprehensive financial models, interacting with company management and calling clients and addressing their queries. Maintainined coverage of 20 companies and more than 7 sectors, with a soft coverage on many more.
Sanyam Jain Education Details
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Cfa Institute (Us)Passed Level 3 -
Accounting And Finance -
Global Association Of Risk ProfessionalsPassed Part I & Ii
Frequently Asked Questions about Sanyam Jain
What company does Sanyam Jain work for?
Sanyam Jain works for Bluefort Financial
What is Sanyam Jain's role at the current company?
Sanyam Jain's current role is Partner at BlueFort Financial | CA | CFA | FRM.
What is Sanyam Jain's email address?
Sanyam Jain's email address is sa****@****ial.com
What schools did Sanyam Jain attend?
Sanyam Jain attended The Institute Of Chartered Accountants Of India, Cfa Institute (Us), Jai Hind College, Mumbai, Global Association Of Risk Professionals.
Who are Sanyam Jain's colleagues?
Sanyam Jain's colleagues are Viraj V., Karishma Sachdev, Shansita Sahu, Kavisha Doshi, Parag Aggarwal, Pujas Kaur Anand.
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Sanyam Jain
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