Pulkit Jain, Cfa, Cfp Email & Phone Number

Delhi, India

India

Wealth Management I Portfolio Management I Family Office Investment Consultancy I Succession PlanningManaging strategically important client relationships for a total portfolio of USD 700 MnProviding holistic financial advice to corporate treasuries, family offices, UHNI, and HNI clients across various financial products such as portfolio management services, mutual funds, direct equity, alternatives, wealth planning, international investments, and real… Show more Wealth Management I Portfolio Management I Family Office Investment Consultancy I Succession PlanningManaging strategically important client relationships for a total portfolio of USD 700 MnProviding holistic financial advice to corporate treasuries, family offices, UHNI, and HNI clients across various financial products such as portfolio management services, mutual funds, direct equity, alternatives, wealth planning, international investments, and real estateSupported the team in growing the client book from USD 200 Mn to USD 450 Mn in just two years while enhancing the profitability of the existing book Developed inhouse model for identifying pricing inefficiencies across various Gold ETFs that led to incremental Gold ETF assets for the organisation Show less

New Delhi Area, India

Singapore

Managed strategic initiatives of CEO office for business plans related to Asia.Supported the CEO office in business strategy for India and China footprint expansion.

New Delhi Area, India

Managed a portfolio of INR 1300 Mn of fund based and non-fund based working capital limits.Supported a team of relationship managers in onboarding clients with working capital requirements after understanding their business model, management capabilities and market strengths.Handled deals along with the relationship managers with particular emphasis on transaction structuring and documentation.Monitored existing accounts for conduct, timely payments & recovery of… Show more Managed a portfolio of INR 1300 Mn of fund based and non-fund based working capital limits.Supported a team of relationship managers in onboarding clients with working capital requirements after understanding their business model, management capabilities and market strengths.Handled deals along with the relationship managers with particular emphasis on transaction structuring and documentation.Monitored existing accounts for conduct, timely payments & recovery of interest, review, renewal & modification of credit facilities in line with business requirements of the borrowerMaintained proactive relationship with product partners, credit approvers, marketing unit, other value centers, wholesale banking and service delivery unitsHelped clients in allocating surplus funds in various investment products such as fixed deposits, mutual funds (debt/equity) on an ongoing basis Show less

Noida Area, India

Managed a diversified portfolio of clients including traders, manufacturers, individuals and unlisted corporates for audit compliances and regulatory filingsAssisted clients in direct tax planning, financial planning and cost optimization.Assisted clients in raising funds for working capitalAdvised clients on range of financial products including mutual funds (debt/equity/gold), fixed deposits, life and health insurance to help invest their surplus money and achieve their financial… Show more Managed a diversified portfolio of clients including traders, manufacturers, individuals and unlisted corporates for audit compliances and regulatory filingsAssisted clients in direct tax planning, financial planning and cost optimization.Assisted clients in raising funds for working capitalAdvised clients on range of financial products including mutual funds (debt/equity/gold), fixed deposits, life and health insurance to help invest their surplus money and achieve their financial goals Show less

Delhi Area, India

Involved in the undertaking and timely completion of various statutory audits, internal audits and tax audits of a big portfolio of clients including HCL Comnet Ltd, Poly Medicure Ltd, Extra Marks Education Ltd and Alpha Dalcom Pvt.Ltd.Managed audits of clients having turnover of more than INR 5 Bn.Headed a team of eight interns in audits, financial reporting, income tax returns and statutory compliances.Advised clients on range of investment products including mutual funds… Show more Involved in the undertaking and timely completion of various statutory audits, internal audits and tax audits of a big portfolio of clients including HCL Comnet Ltd, Poly Medicure Ltd, Extra Marks Education Ltd and Alpha Dalcom Pvt.Ltd.Managed audits of clients having turnover of more than INR 5 Bn.Headed a team of eight interns in audits, financial reporting, income tax returns and statutory compliances.Advised clients on range of investment products including mutual funds (debt/equity/gold), fixed deposits, insurance (life and health) to help invest their surplus money and achieve their financial goals Show less

New Delhi Area, India

Assisted the Inter corporate deposits manager to manage the domestic portfolio worth INR 30 Bn.Managed the KYC requirement of the entire portfolio as required by the RBI guidelines

Noida Area, India

Assisted the portfolio manager to manage daily surplus investments into mutual funds having a portfolio of INR 10 Bn.Assisted the cash manager to manage HCL technologies’ cash on a day to day basis

Delhi Area, India

Gained comprehensive knowledge of financial reporting, taxation, financial planning, auditing and legal compliancesDirect and Indirect Tax planning Provided Risk Advisory Services to IT companies as well as stock brokers.

Cfa

Portfolio Management, equity valuation, fixed income, derivatives, Corporate finance Scored in the highest range in six subjects of CFA.

Cfp - Certified Financial Planner

Masters In Wealth Management, Wealth Management And Asset Management, 3.85/4

Ranked 3rd globally and 1st in Asia by the Financial Times 2018 Masters in Finance programs post experience rankings. Received.

Asset Management

Activities and Societies: Alternative Investments : Commodities , Factor Investments, Volatility Management, Hedge Funds, Endowment.

Family Office Wealth Management

Activities and Societies: Portfolio Management for Family Offices, Cross Banking in the Wealth Management Industry

Chartered Accountant

Financial Management, Taxation, Auditing, Financial compliances, Management Accounting. Scored distinction in three subjects

B.Com (H), Finance, General, 1St Division

Finance, General Secured 1 st division in B.Com(H)

Senior Secondary Certificate Examination - Cbse, Commerce, 90%

Activities and Societies: Founding member of Vishwa Vanijya, the commerce club of VIshwa Bharti Public School ,Member of the Instrumental.