Yash Jain

AVP - Global Private Wealth at Fintoo | Registered Investment Advisor

Role: Associate Vice President at Fintoo
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Yash Jain

Senior Private Wealth Strategist and Fiduciary Advisor with over 6 years of experience…

Experience

Associate Vice President
Fintoo
May 2022 — Present · Mumbai, IN

Education

K J Somaiya Institute of Management
Master of Business Administration - MBA, International Business
2017 — 2019
University of Mumbai
Bachelor of Engineering - BE, Mechanical Engineering
2009 — 2013
St. Mary's Junior College
Higher Secondary Certificate, Engineering Science
2007 — 2009
St. Mary's Multipurpose High School
State Secondary Certificate
1995 — 2007

Contact information

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Work email
•••••@fintoo.in
Personal email
•••••@•••••.com
Direct dial
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Current company

Fintoo

Financial Services · 142 employees · Founded 2004 · Mumbai, Maharashtra, India

Formerly known as Financial Hospital Established in 2004 as Financial Hospital, Fintoo is India’s leading AI-Driven, Robo Advisor who has successfully helped 1,40,000+ clients across the country to achieve their financial goals such as, Financial Planning, Investment Planning, Mutual Funds, Tax Planning, Tax Saving, Wealth Creation, Child Education, Emergency Fund Creation and Retirement Planning. How We Do It: Fintoo’s one-of-a-kind Robo Advisor is exclusively developed to deliver completely customized, reliable and result oriented financial and investment planning solutions. Following a carefully developed process wherein our AI-Driven financial advisor focuses on understanding you, your family, your lifestyle and all the minute details that describe your current financial position and highlight your future aspirations, financial goals and most important, retirement goals. After getting the required inputs, the Robo advisor's technically advanced algorithm enables it to perform complex calculations based on several probabilities and ultimately create a completely customised financial plan for you that will guide you at every step of your financial journey and help you achieve your desired financial goals. Why not try our financial planning tool and take your first step towards realising your financial goals?

fintoo.in

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About Yash Jain

Experience

Associate Vice President

Education

K J Somaiya Institute of Management

University of Mumbai

St. Mary's Junior College

St. Mary's Multipurpose High School

Find verified contacts for anyone on LinkedIn