Founder
CurrentWealth Management, Investment Advisory, Portfolio Management, Financial Planning
Feb 2006 - Present
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Koonal Jain Email & Phone Number
LinkedIn matched
✓ Verified Jun 2026
2 data sources
Profile completeness 86%
Current company
Role
Founder
Location
Kolkata, West Bengal, India
Company size
Who is Koonal Jain? Overview
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Quick answer
Koonal Jain is listed as Founder at Samriddhi Investment Services Private Limited, a company with 2 employees, based in Kolkata, West Bengal, India. AeroLeads shows a matched LinkedIn profile for Koonal Jain.
Koonal Jain previously worked as Founder at E3 Communication and Founder at Re-Quest Buildwell Private Limited.
Company email context
Email format at Samriddhi Investment Services Private Limited
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Samriddhi Investment Services Private Limited
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Profile bio
About Koonal Jain
As the founder of a wealth management and investment advisory firm, I help people achieve their financial goals and aspirations through customized and holistic solutions. I have over 23 years of experience in the financial services industry and I am an AMFI Registered Mutual Fund Distributor and an AFP from the College of Financial Planning.My core competencies include wealth management, investment advisory, portfolio management, financial planning, and mutual funds. I have a solution-focused approach to address the concerns and needs of my clients and provide them with the best investment products and strategies. I am passionate about networking with inspirational people and learning from their experiences and insights. I also enjoy watching cinema and theatre shows, taking photos, and performing stand-up comedy. I am a thinker, a dreamer, and a doer!
Listed skills include Financial Advisory, Banking, Insurance, Financial Planning, and 18 others.
Current workplace
Koonal Jain's current company
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Samriddhi Investment Services Private Limited
3 roles
Koonal Jain work experience
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Founder
E3 Communication
Theatre Production Company
Founder
Re-Quest Buildwell Private Limited
The REal Deal Makers
FAQ
Frequently asked questions about Koonal Jain
Quick answers generated from the profile data available on this page.
What company does Koonal Jain work for?
Koonal Jain works for Samriddhi Investment Services Private Limited.
What is Koonal Jain's role at Samriddhi Investment Services Private Limited?
Koonal Jain is listed as Founder at Samriddhi Investment Services Private Limited.
Where is Koonal Jain based?
Koonal Jain is based in Kolkata, West Bengal, India while working with Samriddhi Investment Services Private Limited.
What companies has Koonal Jain worked for?
Koonal Jain has worked for Samriddhi Investment Services Private Limited, E3 Communication, and Re-Quest Buildwell Private Limited.
Who are Koonal Jain's colleagues at Samriddhi Investment Services Private Limited?
Koonal Jain's colleagues at Samriddhi Investment Services Private Limited include Neha Siddique and Ragini Khanna.
How can I contact Koonal Jain?
You can use AeroLeads to view verified contact signals for Koonal Jain at Samriddhi Investment Services Private Limited, including work email, phone, and LinkedIn data when available.
What skills is Koonal Jain known for?
Koonal Jain is listed with skills including Financial Advisory, Banking, Insurance, Financial Planning, Portfolio Management, Investments, Relationship Management, and Business Development.
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