Kalp Jain
Onboarding Head at Invasset LLP | Research Analyst | BMS (Finance) | Equity Research | PMS Onboarding
- Role
- Onboarding Head at Invasset
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Kalp Jain
I work where wealth operations meets product. For 3+ years I\'ve led investor onboarding…
Experience
Onboarding Head
Aug 2023 — Present · Mumbai, IN
Leading the onboarding of high-net-worth clients into our PMS ecosystem at Invasset LLP. Ensuring a seamless, compliant, and personalized onboarding experience by coordinating with research, operations, and compliance teams. Focused on investor satisfaction and long-term trust building.
Education
K P B Hinduja College of Commerce 315 New Charni Road Mumbai 400 004
Bachelors of Management Studies
2017 — 2020
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