Sachin Jain

Executive Vice President - Lead - Family Office and Corporate Treasury

Role
Executive Vice President - Lead - Family Office and Corporate Treasury at TriGen Wealth

About Sachin Jain

Sachin is a Strategy / Investment professional with 15 Years of experience in Investments. He has worked as a CIO for Large Single Family Offices and have invested across asset classes such as Direct Equity, Private Equity and Private Debt Fund, PMS, AIF's, Hedge Funds and High Yield Credit Papers. He is currently working as Head of India - Family Office and Corporate Treasury Clients for Prime Trigen Wealth Limited. He has represented family offices at events as a Panel Speaker at forums such as VC Circle. He has represented his firm at interviews with Mint, The Ken and other known Publications.

Experience

  1. Executive Vice President - Lead - Family Office and Corporate Treasury

    TriGen Wealth

    Apr 2025 — Present · Mumbai

    Advising Family Offices and Corporate Treasury

  2. CIO / Head of Investment (Family Office)

    SUKVI Ventures

    Oct 2023 — Apr 2025 · Mumbai, Maharashtra, India

    As a CIO / Head of Investments I look after Equities / Debt / Private Equity and Private Debt investments of the families along with Cash Flow Management and Taxation Planning.

  3. Head of Family Office

    Inspira Enterprise

    Jun 2021 — Mar 2024 · Mumbai, Maharashtra, India

    Heading a Family Office and managing the entire portfolio of all family members, companies, trust and HUF. Managing cash flows for group companies.

  4. Head Of Investment Strategy

    MAHESWARI INVESTORS PRIVATE LIMITED

    Sep 2019 — Jun 2021 · South Mumbai, Maharashtra, India

    Managing a diversified portfolio of INR 750 Crores invested in Equity, Debt, Real Estate and Alternatives Evaluating Private Equity and Venture Capital deals Managing a Sector Agnostic Equity Portfolio of INR 100 Crores Managing a team of Investment professionals to evaluate new ideas to churn portfolio and do cash flow management

  5. Associate

    J.P. Morgan Asset Management

    Jun 2016 — May 2018 · Mumbai

  6. Assistant Manager

    Prudential Assurance

    Jul 2014 — Feb 2015 · Mumbai Area, India

    Corporate strategy professional

  7. Analyst

    Prudential UK

    Aug 2012 — Jun 2014 · Powai

    In depth research of Insurance Industry in UK. Scenario Analysis, Covering Impact of different regulations in UK, Distribution Channel Analysis, Competitor Assessment, Benchmarking, Short listing Acquisition targets and Future Estimates

  8. Analyst

    Boston Analytics

    Aug 2010 — Aug 2012 · Mumbai

    Conduct business research across various sectors; Estimating market size of different products and services in different geographies Work on proposals for pitching. Travel to conduct primary research as well as Time and Motion study. Conduct new market opportunity assessment for different sectors .

  9. Management Trainee

    National Stock Exchange of India Limited (NSE India)

    May 2009 — Jun 2009 · Mumbai Area, India

Education

  • Mithibai College

    Intermediate +2 · Accounting and Economics

    2002 — 2004

  • K J Somaiya Institute of Management Studies and Research

    Master of Business Administration (MBA) · Finance, General

    2008 — 2010

  • Infant Jesus School

    Matriculation · Maths, English, Science

    1992 — 2002

  • JAI HIND COLLEGE, MUMBAI

    B.Com · Accounts and Taxation

    2004 — 2007

Skills

  • Bloomberg Terminal
  • Analysis
  • Financial Modeling
  • Business Analysis
  • Secondary Research
  • Go-to-market Strategy
  • Competitive Analysis
  • Excel
  • SPSS
  • Market Research
  • Consulting
  • Microsoft Office
  • Product Development
  • Primary Research
  • Microsoft Excel
  • Analytical Skills
  • PowerPoint
  • Analytics
  • Team Management

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Sachin Jain — Executive Vice President - Lead - Family Office and Corporate Treasury at TriGen Wealth | Unifers