Jain Investment Advisors

Vinod Jain is the founder and Principal Advisor at Jain Investment. He began his financial services career with Birla Sun Life Distribution where he handled finance followed by a brief stint with India's largest bourse National Stock Exchange. A chartered accountant (Merit holder) with B.A. (Hons.) Economics under his belt, Vinod founded Jain Investment, a boutique wealth advisory firm in 2001 with a vision to help investors make smart investment choices. Vinod is a seasoned number cruncher and astute stock picker who has been investing in the markets since the age of 19. He is the driving force behind the firm's domestic Portfolio Management Service (PMS), registered with the Securities and Exchange Board of India (SEBI), and its Category III Alternative Investment Fund (AIF), Bristlecone Equity Fund. Under his stewardship, both vehicles have delivered benchmark-beating returns while protecting investors against downside risk. Vinod also serves on the board of Foundation of Independent Financial Advisors (FIFA), a professional association of financial advisers, where he advises the board on policy framework for developing and nurturing mutual fund distribution community. He is regularly quoted in media and has been featured in several news portals and publications like Mint, Business Standard, Morningstar, Cafemutual and ET Wealth. Before founding Jain Investment, Vinod coached in colleges and trained CA students during his early days, a passion which he continues to pursue by holding weekly trainings for his staff on subjects ranging from portfolio construction, choosing right funds to behavioral finance. Vinod spent his childhood in Rajasthan's small town Pali and subsequently moved to Mumbai. Outside finance, his interests lie in reading books and playing badminton. Vinod has taught his daughters Sasha & Tasha that stock market is not just for grown-ups. When Sasha turned 10, Vinod made her list down her favorite brands/companies she uses every day at home. She invested Rs 5 lakh in these companies. When she turned 16, Sasha's piggy bank had shares worth Rs 31 lakhs grown at 30% per annum! Vinod believes Sasha has a one-year advantage over Warren Buffet in her investment journey.

A people person, Ajay worked in the HR division of Career Launcher and Unichem Laboratories. A chance meeting with Vinod Jain drew him to advisory. He left the comfort zone of 9-to-5 job to become an advisor in 2003. At Jain Investment, he assists 120 families navigate life. Ajay also plays an active role in guiding, mentoring and developing the team of advisors. Personally, watching thriller movies and listening to retro Marathi music is his joy. His idea of investment is to let money work for you.

A veteran of the financial markets, V. Balasubramanian has seen many different market cycles during his career. These valuable experiences have further enriched his vast knowledge in investing. He entered the markets during the 90s, when FIIs didn't hold any significant stake in the Indian markets. From an era of lacuna of data to information overload, he has learnt the art of sifting information from noise which helps him identify businesses that will evolve and adapt in this disruptive business environment. He likes to avoid businesses that have high debt. He prefers companies that generate consistent cash flows, have earnings visibility and are helmed by experienced management. His formula for generating alpha is - protecting the downside rather than chasing momentum - and this approach has led to superlative long-term returns. In his last stint, he was the Chief Portfolio Strategist at Mahindra Manulife Mutual Fund, where under his dynamic leadership, the AMC grew to the size of 1 billion dollars! Due to his rich exposure to the equity, debt & forex markets, he has effectively created scale & also managed that scale consistently, in all his assignments. Prior to joining Mahindra Manulife Mutual Fund, he had worked as CIO with IDBI Mutual Fund and with the Treasury team at Indian Bank. He has over 36 years of rich experience across mutual funds, treasury department and portfolio management services. Balasubramanian was instrumental in turning around the performance of many flagship schemes like IDBI India Top 100 Equity Fund, IDBI Diversified Equity Fund, Mahindra Manulife Mid-Cap Unnati Yojana and Mahindra Pragati, among others, which have delivered consistent returns and outperformed their respective benchmarks. Bala (as he is popular known) has always been an avid sports enthusiast, with a special interest in long-distance running. In his prime, he has also participated in various premium Hockey tournaments. He firmly believes that sports & investing have a lot in common. "Always be fair and you will enjoy both", says Balasubramanian. Balasubramanian has joined Jain Investment Advisors Pvt. Ltd., in July 2022, as CIO – Portfolio Management Services. Having worked with most of the Top Brands & Names of the industry, he has developed a fine proprietary mindset, which will be useful to deliver superior risk-adjusted returns for investors.

Amir started his career with ABN Amro Mutual Fund and joined the firm in 2008. He has over a decade of experience in helping clients align their goals and money. Investing has taught him the virtue of patience and persistence which helps in achieving financial independence. Amir has completed his post graduate Diploma in Business Management. He likes listening to rock music and playing the guitar.

After his college, Harshit would spend his evenings at his father's jewelry business. In 2007, his family winded up this venture. He went solo in his second innings by starting a broking firm and subsequently partnered with the firm for Portfolio Management Services in 2010. Harshit's broking firm has now been acquired by Jain Investment. He is a partner in Jain Investment Advisors Pvt. Ltd, the portfolio management services division. Away from work, Harshit enjoys playing football with the team every Friday. He is also learning to play the piano, a dream he has harbored since his school days.

An MBA in Marketing and Finance, Dinesh has over a decade of experience helping clients meet their goals. He makes sure that the advice he gives is objective and geared towards clients' best interests. An explorer, Dinesh is a history buff. He strives to go beyond his own roots to study the ancestry and heritage of others. His dream is to visit Europe to understand their history and culture.