Chiranjeev Jha
Portfolio Management
- Role
- Wealth Manager at Fundsindia Private Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Chiranjeev Jha
Hello Connection, My name is Chiranjeev jha & I am Experience Finance professional…
Experience
Wealth Manager
Aug 2025 — Present
Managing and deepening relationships with HNI, UHNI clients, and Family Offices, providing tailored investment solutions aligned with their financial goals and risk appetite.Offering a curated portfolio of products including Mutual Funds, PMS (Portfolio Management Services), AIFs (Alternative Investment Funds), and Bonds.Conducting in-depth financial profiling, portfolio reviews, and performance analysis to optimize asset allocation and ensure long-term wealth creation.Collaborating with research and product teams to deliver high-conviction investment ideas and market insights to clients.Executing end-to-end wealth advisory services, from onboarding to ongoing portfolio monitoring and rebalancing.Ensuring full compliance with regulatory and internal risk guidelines while maintaining high service standards.Building long-term trust and client retention through proactive communication, market updates, and a consultative sales approach.
Education
The saraswati vidhyalaya
SSC
IES's Management College and Research Centre (IESMCRC)
Master of Business Administration - MBA
2021 — 2023
Nirmala Memorial Foundation Degree College of Commerce and Science Near Thakur Polytechnic 90 Feet R
HSC
Jeevan Joyt Educational Trusts Reena Mehta Arts & Commerce Rachana Apartment Near KopolWadi Geeta Nagar Bhyander West 401 101
Bachelor's degree
2017 — 2020
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