Sohil Jain

About Sohil Jain

As a certified financial advisor partnered with 1 Finance, I\'m on a mission to revolutionize how people approach their finances. My expertise spans financial planning, investments, health insurance, tax optimization, and expense management – all crucial pieces in the puzzle of holistic financial well-being.Why I Do What I DoI believe that financial stability is the cornerstone of a fulfilling life. Every day, I wake up excited to help individuals and families build a secure financial future, tailored to their unique goals and risk tolerance.My ApproachBy blending innovative strategies with time-tested principles, I create personalized financial roadmaps that align with your aspirations. Whether you\'re planning for retirement, saving for your child\'s education, or looking to grow your wealth, I\'m here to guide you every step of the way.Let\'s ConnectIf you\'re ready to take control of your financial future and create a lasting impact for yourself and your loved ones, let\'s chat. Together, we can transform your financial goals into reality and pave the way for a prosperous tomorrow.*NISM XA and XB certified | Committed to ethical and expert financial guidance*

Experience

1. Senior Executive - Qualified Financial Advisor

   1 Finance

   Apr 2025 — Present · Mumbai, IN

Education

• National Institute of Securities Markets (NISM)

  Postgraduate Degree, Investments and Securities

• INSTITUTE OF MANAGEMENT STUDIES, DAVV, INDORE

  Bachelor of Business Administration - BBA, E-Commerce/Electronic Commerce

  2017 — 2020