Sushil Jain's Location
New Delhi, DL, IN
Sushil Jain's Work
- Chief Executive Officer @ PersonalCFO.in
- Founder and CEO @ Unfold Management Consultancy Pvt Ltd
- Country Head -Financial Planning, Tele Investment,Online Sales,Client Acquisition and Retention Team @ Bajaj Capital Ltd
- Head - Financial Planning Process and Tele Investment Advisory @ Bajaj Capital Ltd
- Head-Financial Planning Process @ Bajaj Capital Ltd
- AVP- Financial Planning Process @ Bajaj Capital Ltd
- Sr. Branch Head @ Bajaj Capital Ltd
- sales executive @ Bajaj Capital Ltd
- Sr.Manager,Taxation @ K K Jain and Associates
- Manager ,Taxation and Company Formation @ Bimal Tantia and Associates,Chartered Accountant
Sushil Jain's Education
- Insurance Institute of India
Associate's degree (Life & Non Life Both)
2016 - 2016 - Indian Institute of Banking & Finance
JIIB (Banking and Financial Support Services)
2011 - 2011 - Financial Planning Standards Board India
CFP (Financial Planning)
2006 - 2007
- Insurance Institute of India
Licentiate degree (Life Insurance)
2001 - 2001 - Gauhati University
Bachelor of Commerce (Hons.) (Management Accounting and Taxation)
1992 - 1996 - Income Tax Bae Association
Life Mamber (Tax Law/Taxation)
2009
Sushil Jain's Skills
- Wealth Management
- Strategic Financial Planning
- Investment Advisory
- Mutual Funds
- Financial Advisory
- Investments
- Financial Markets
- Portfolio Management
- Retirement Planning
- Wealth
Sushil Jain's Summary
Sushil Jain, based in New Delhi, DL, IN, is currently a Chief Executive Officer at PersonalCFO.in, bringing experience from previous roles at Unfold Management Consultancy Pvt Ltd and Bajaj Capital Ltd. Sushil Jain holds a 2016 - 2016 Associate's degree in Life & Non Life Both @ Insurance Institute of India. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investment Advisory, Mutual Funds, Financial Advisory and more, Sushil Jain contributes valuable insights to the industry. Sushil Jain has 1 email on RocketReach.
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