Sushil Jain has 23 years+ of experience of Consultancy in Personal Financial Planning &
Family Office, Investment Advisory and Wealth Management, Insurance Advisory and Risk
Management, Income Tax Advisory and Tax Planning.
He provides highly customized investment advisory services to the owners of Small &
Medium Scale Enterprises (SME's) and HNIs for getting them the desired returns on their
investment portfolio, based on their risk appetite. He likes to steer clear of investment
options with higher levels of inherent risk and prefers to work in an environment of controlled
risk. A critical part of his approach is to keep the expectations of his clients reasonably
grounded and yet optimistic.
Before starting his own consulting, Sushil had a long & rewarding stint within the corporate
world, the most prolific stint being the one with Bajaj Capital Limited for more than 18 years.
He is an B.Com(H) and has Management Accounting and Taxation degree. He is an MBA,
Certified Financial Planner, Fellow (Life & Non-Life) from Insurance Institute of India.
He is also a Member of Indian Institute of Banking and Finance and Income Tax Bar
Association Delhi & Rajasthan.
He is a prolific writer, presenter and trainer & contributes to many newspapers and magazines.
...