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Abhinav Jain

WEALTHIKA FINSERV•Bangalore,KA

CS2172, Casa Serenita, Sobha City, Thanisandra Main Road, RK Hegde Nagar,

Bangalore, KA, 560077

CS2172, Casa Serenita, Sobha City, Thanisandra Main Road, RK Hegde Nagar, Bangalore, KA, 560077

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About

I’m a Certified Financial Planner (CFP) and CFA Level 1 professional, dedicated to helping busy professionals take control of their finances. As an AMFI-registered mutual fund distributor, I design personalized investment strategies aligned with each client’s goals and risk profile. My mission is to simplify money management and empower individuals to build sustainable, long-term wealth with confidence.

Practice at a glance

Years of Experience

Families Served

₹13

Crores Managed

Practice Details

Min Monthly Investment:₹5,000 & more

Min Lumpsum Investment:₹1,00,000 & more

Nature of earnings:Commissions

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management, NRI / OCI, Women Investors, Senior Citizens / Retirees, HNI Families, Salaried Executives

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-286541

Education

Formal Education

BTech – Bachelor of Technology

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Can help you buy / invest in

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Abhinav Jain.

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review