Find Unlimited Emails.For Free.
Discover prospects, find their business emails, and build your pipeline with Unifers.
Start for FreeJaimin Desai
Mutual Fund Distributor @Nj Group
Signup · Get unlimited contacts
WORK HISTORY
Mutual Fund Distributor @Nj Group
Surat, IN
Facilitated ₹2.2M+ in investor capital through mutual fund investments.Onboard investors by assisting with mutual fund account opening and KYC processes.Guide clients in fund selection aligned with financial goals and risk profile.Conduct independent research and comparative evaluation of mutual fund schemes.Execute SIP registrations, lump sum investments, switches, pause/stop requests, and redemption transactions as per investor requirements.Handle end-to-end transaction support and servicing within the mutual fund ecosystem.Conduct periodic portfolio review discussions and reallocation within the fund universe.Promote financial literacy and awareness regarding market risks and investment fraud
EDUCATION
SDJ International College
Master of Commerce , Accounting and Finance
SDJ International College
Bachelor of Commerce - BCom, Accounting and Finance
ABOUT JAIMIN DESAI
CFA Level II candidate with over seven years of active involvement in financial markets, backed by an academic foundation in Commerce (M.Com) with strong grounding in accounting and management principles.I operate as a Mutual Fund Distributor within the mutual fund ecosystem, focusing on aligning fund selection with investor objectives and risk appetite, while promoting disciplined, long-term participation in markets. I remain particularly active in the IPO segment, tracking valuation benchmarks, subscription trends, and post-listing behavior to better understand capital flow and market sentiment.In parallel, I actively participate in secondary markets and closely monitor volatility cycles and price structure. Having engaged with markets both before and after the COVID-era rally, I have experienced phases where risk outweighed returns, shaping my approach toward capital preservation, position sizing, and measured decision-making.I am committed to financial literacy and risk awareness, with a focus on helping individuals make informed financial decisions and avoid common investment pitfalls.I aim to grow within the broader asset management and wealth ecosystem, where market understanding and investor trust go hand in hand.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.