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Abhinav Jain

WEALTHIKA FINSERV•Bangalore

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

Bangalore, 560077

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