Shrey Jain

Equity Research | Bcom in Applied Finance and Analytics

Role: Finance Intern at Fabits
Location: Bengaluru, KA, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Shrey Jain

As an enthusiastic individual with a deep passion for finance, I am committed to…

Experience

Finance Intern
Fabits
Apr 2025 — Present · Bengaluru, IN
Analyzed mutual fund structures, performance ratios, and portfolio strategies.Evaluated customer mutual fund returns against Fabits’ model portfolios.Assessed short, mid, and long-term investment baskets and fund selection logic.Developed a Mutual Fund Tracker to compare investor returns with benchmarks using risk-return metrics.

Education

Christ University, Bangalore
Bachelor of Commerce - BCom
2023

Contact information

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Current company

Fabits

Financial Services · 20 employees · Founded 2022 · Bengaluru, Karnataka, India

Our mission is to become India’s go-to personal (finance) assistant for individuals and advisors alike, when it comes to financial planning and asset management- All individuals have financial goals that they can work towards throughout the course of their 30-40 years of active work life. During this period, they have the opportunity to earn and grow their wealth in order to achieve smaller financial goals and reach their ultimate goal of achieving financial freedom. However, we often try to plan and grow our wealth without understanding the consequences of it; without visualising a future, without a goal in sight. Varied circumstances and interactions with money make us financially volatile and unhealthy. Wealth can be created only when sustainable financial habits are put in place. Fabits aims to tackle this exact problem - the lack of or limited understanding of how wealth creation works and what a touch of hand-holding in terms of financial planning and discipline can do to your timeline of achieving financial freedom. Fabits is a deep tech-enabled wealth management and financial planning firm that aims to help users successfully visualise and plan for their financial goals. We aim to make financial planning expertise accessible to all tiers of the society. Our experts are associated with Wealth Managers United Pvt Ltd, India’s leading wealth management firm for HNIs/UNHIs. The idea is to turn extensive years of wealth management experience into consumable bits to make financial planning, and consequential financial freedom, something that can be achieved by all tiers of the society. We help users achieve financial freedom by taking simple steps and adopting healthy financial habits. This leads to users to achieve their financial aspirations and lead stress-free lives without money dictating how it should look like.

fabits.com

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About Shrey Jain

Experience

Finance Intern

Education

Christ University, Bangalore

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