Naman Jain
Financial Advisor @Fintoo
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WORK HISTORY
Financial Advisor @Fintoo
Andheri, IN
Fintoo - formerly known as Financial Hospital was inco-operated in the year 2004, it is a SEBI Registered Investment Advisor (RIA) that offers Financial Advisory, Retirement Planning and Tax Planning solutions. As a Financial Advisor at Fintoo, I am helping people to achieve their financial goals by creating a completely customized financial plan according to their unique requirements.
EDUCATION
FPSB
Certified Financial Planner (CFP)
St.John's High School
School
Mulund College Of Commerce
Bachelor of Commerce - BAF
Jai Hind College
Hsc
ABOUT NAMAN JAIN
I am a dedicated Finance Professional, currently working as a Financial Advisor at Fintoo. I help high net worth individuals and families achieve their financial goals and secure their future. I provide customized financial plan as per the client requirements. A passion to gain knowledge for understanding the market, finance and equity in detail and utilizing that knowledge to make better financial decisions. I believe in continuous learning and building strong and long lasting relationships with my clients. On the Academic front currently pursuing the Chartered Financial Analyst (CFA) designation with a strong interest in finance and portfolio management. I have Passed CFA Level 1 Exam in August 2024. A bachelor’s in accounting & finance (BAF) from Mulund College of commerce. I have cleared all the CFP (Certified Financial Planner) professional course exams. I previously worked as an Assistant Manager-SAP FICO at Reliance Jio, where I gained valuable experience. At Reliance, I was responsible for Designing finance products, Users interaction for a new business requirement, Developing Functional Specifications and Functional Testing of development requirements. When I’m not working with people to achieve their life ambitions, I can be found playing cricket or reading a book or at home binge-watching web series. Connect with me here on LinkedIn! Or you can reach me at n••••••••@fintoo.in
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