Chirag Jain

About Chirag Jain

Investment professional with a bulge-bracket background and a generalist mindset, having worked across investment banking, institutional portfolio management, and investment management over six years.Comfortable operating at the intersection of capital markets and strategic decision-making, from structuring complex transactions to building portfolio frameworks and executing private investments end-to-end.CFA Charterholder. Now looking to bring that breadth into a high-ownership, founder-led environment.

Experience

1. Investment Analyst

   Ask Private Wealth

   Mar 2025 — Present · Maharashtra, IN

   Manage multi-asset portfolios for five family offices (~₹250 crore AUM), aligning investments to client objectives using an IPS-led, goal-based approach- Drive family office set-ups, aligning stakeholders on IPS and implementing portfolio frameworks, governing allocation, liquidity design, and risk limits- Lead proposal for new prospects, structuring investment solutions, preparing pitch materials, and supporting promoters through liquidity events (stake sale/IPO)- Execute select private equity investments for family office clients across fintech, data centres, defence, D2C fashion, and new age FMCG, supporting investment theses, end-to-end deal execution from sourcing and structuring through diligence, documentation, and closing (valuation and IC materials)- Developed and implemented a quarterly Investment Committee framework for multi-asset allocation, capturing member votes at the asset and sub-asset class level to generate an auditable house view and translate it into tactical rebalancing actions, strengthening governance consistency and investor communications- The IC-led portfolio outperformed its benchmark, Nifty Multi Asset Index I by ~10% over the last 12 months with an AUM of ~₹30 crore as of Jan 2026- Built Excel VBA automation for portfolio reviews and performance measurement (XIRR + benchmark comparisons), reducing recurring preparation effort by ~90%.Key Mandates- Goal-based, global multi-asset mandate (~$22m AUM) for a promoter-led offshore family office of an India-listed healthcare company- Structured a goal-based, IPS-led multi-asset portfolio for a Delhi-based promoter, integrating ₹100 crore of treasury assets with ₹150 crore of stake-sale proceeds.

Education

• Delhi Public School, Ruby Park

  High School Diploma, Science

  2003 — 2016

• Christ University, Bangalore

  Bachelor of Business Administration (BBA), Business Administration and Management, Finance

  2016 — 2019