Sushil Jain
Sushil has 25 years+ 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 owners of small & medium scale enterprises and HNIs for getting them the desired returns on their investment portfolio, based on their appetite for risk. He normally likes to steer clear of investment options with higher levels of inherent risk and prefers to work in the environment of controlled risk. A critical part of his approach is to keep the expectations of his clients reasonably grounded and yet fairly optimistic. He also advises on matters related with insurance needs.
His vision is to help families to become financially independent from generations to generations. He is an expert in providing guidance over Creating wealth, protecting it and generating wealth from wealth. He helps families/individuals in maintaining, growing and transferring wealth to next generations. He believes in working with the clients in chasing Clients dreams and goals by taking care of each and every penny of clients so as to secure clients present and future.
