STRATEGIC EQUITY

At 70, Yaduveer's energy and zeal for his work is unmatched. He finds gratification in helping 300 retirees lead an independent life. An inspiration for the youngistaan at the firm, Yaduveer joined the firm in 2006 after retiring as an accounts officer with Centaur Hotel (now Sahara Star). A cricket buff, he never misses India's matches. Being an avid follower of test matches has taught him that patience is essential to reap rewards in investing. Yaduveer lives in Mumbai with his wife, son and daughter-in-law and enjoys travelling with family.

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.

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.

Pallab brings with him over two decades of experience spanning operations, investor relations, retail sales and marketing. He joined the firm in November 2017 and currently heads operations and investor relations. In his role as COO, Pallab is focused on bringing operational efficiency and effectiveness to ensure clients have a seamless experience. Before joining the firm, he has held diverse roles in leading organizations like Mirae Asset India, HDFC Mutual Fund, IDBI Mutual Fund, SSI Limited and Nagarjuna Group. Pallab has earned his PG in Industrial Relations & Personnel Management. Travelling, photography and listening to old songs are his ways to unwind.