Yuvraj Jain
Mutual Fund Distributor @AssetPlus
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WORK HISTORY
Mutual Fund Distributor @AssetPlus
Bengaluru, IN
Excited to announce that I am officially embarking on a new journey as a Mutual Fund Distributor! In today’s volatile economy, having a disciplined investment strategy is more important than ever. I’ve stepped into this role to bridge the gap between financial goals and market opportunities.Through a curated approach to mutual fund investments, I’m committed to helping my clients navigate:Systematic Wealth Creation (SIPs)Tax-Saving Strategies (ELSS)Portfolio DiversificationIf you’ve been thinking about starting your investment journey or want a second opinion on your current portfolio, I’d love to chat!
EDUCATION
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Bachelor of Science - BS, Finance, General
Ryan International School
High School Diploma
ABOUT YUVRAJ JAIN
I am a third-year B.Sc. Finance student at NMIMS Bengaluru, passionate about finance, investment advisory, and business management. Currently, I am preparing for the NISM Mutual Fund Distributor certification and working toward the Investment Advisory module, strengthening my knowledge of capital markets, mutual funds, and advisory practices.My academic journey has been enriched through projects in financial modeling, debt markets, strategic management, and research methodology, which have honed my analytical and problem-solving skills.Beyond academics, I actively contribute to my university community as the Head of Finance & Logistics at Navodaya – UG Social Responsibility Committee, managing fundraising, budgeting, and event execution for initiatives that support education and social causes. I was also part of Aura – the annual fest of NMIMS Bengaluru, where I worked in the PR & Communication team, drafting sponsorship mails and building corporate outreach.Alongside this, I volunteered with Aas-Ehsaas NGO, which works for women’s and children’s rights, giving me deeper insight into grassroots-level social impact.In addition, I contribute to my family’s garment manufacturing business, where I manage the online seller account, assist in design creation, and handle operational aspects—an experience that has strengthened my understanding of entrepreneurship, e-commerce, and business management.I have also completed certifications such as Bloomberg Market Concepts (BMC) and ESG Investing, aligning with my interest in sustainable finance and consulting.I aspire to build a career in finance, wealth management, and consulting, where I can integrate my financial expertise, business acumen, and leadership skills to create long-term value.
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