Jaina Sanghvi
Associate @360 One Wealth
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WORK HISTORY
Associate @360 One Wealth
Pune, IN
As part of the Wealth Sales division at 360 ONE Wealth, I focus on acquiring and managing relationships with Ultra High Net Worth Individuals (UHNWIs), delivering bespoke wealth management solutions aligned with their long-term financial goals.My role involves:1. UHNI Client Acquisition: Identifying, engaging, and onboarding UHNW clients through deep understanding of their financial needs and legacy aspirations.2. Portfolio Advisory & Management: Designing and managing diversified investment portfolios across asset classes including but not limited to Mutual Funds, PMS (Portfolio Management Services), AIFs (Alternative Investment Funds), Private Equity, REIT (Real Estate Investment Trust), InvIT (Infrastructure Investment Trust) and Structured Products. Conduct analysis and periodic reviews of client portfolios to monitor performance, optimize allocations, and ensure alignment with risk-return objectives. Prepare comprehensive investment decks and review presentations to communicate strategy, performance, and recommendations to clients.3. Strategic Wealth Solutions: Offering clients access to-Family Office Services-Estate Planning-Tax & Regulatory Advisory-Investment Banking Solutions-Mergers & Acquisitions Support-Fundraising and Capital StructuringMy approach is centered on delivering value through trust, insight-driven advisory, and access to exclusive investment opportunities, backed by one of India’s largest and fastest growing wealth management platforms.
EDUCATION
St Helena’s High School
ICSE
Pune Institute of Computer Technology
Bachelor of Engineering - BE, Electrical, Electronics and Communications Engineering
S. M. Choksey Junior College
High School, Science
Pune Institute of Computer Technology
Bachelor of Engineering - BE, Electronics and Telecommunication
SP Jain School of Global Management - Dubai, Mumbai, Singapore & Sydney
Master of Business Administration - MBA, Finance
ABOUT JAINA SANGHVI
Wealth Manager at 360 One Wealth (formerly IIFL Wealth), currently part of the UHNI sales team with a focus on client acquisition and holistic portfolio construction across diverse asset classes. I’m an engineer by foundation from Pune Institute of Computer Technology (PICT) and hold an MBA in Finance from S P Jain School of Global Management.My journey reflects a consistent academic track record, a strong commitment to my goals, and a drive to merge technical acumen with financial expertise. I’m focused on delivering value to clients while continuously evolving and growing across personal and professional dimensions.
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