Logo
Logo
Logo

Home

Search By Categories
By Needs
  • Loading...
By Products
  • Loading...
By specializations
  • Coming soon
Professionals Get ListedDownload Guidebook
Logo
Logo
AJAY KUMAR JAIN | SWARAJ FINPRO PRIVATE LIMITED | JabalpurAJAY KUMAR JAIN | SWARAJ FINPRO PRIVATE LIMITED | Jabalpur

AJAY KUMAR JAIN

SWARAJ FINPRO PRIVATE LIMITED•Jabalpur
1ST FLOOR , KASHI TOWER, MR-4, EKTA CHOWK,
Jabalpur, 482002
1ST FLOOR , KASHI TOWER, MR-4, EKTA CHOWK, Jabalpur, 482002
View LinkedinView Website
LinkedIn
About

I work in the field of investments with a long-term, process-driven approach focused on disciplined and responsible wealth creation. My interactions with investors are guided by transparency, ethical conduct, and suitability-based investing rather than short-term market trends. I emphasize structured investing habits, diversification, and alignment with clearly defined financial goals. A key belief that shapes my work is that SIP does not create wealth on its own—it creates disciplined investors, and disciplined investors create wealth. By helping investors understand market cycles, manage expectations, and stay committed during volatile phases, I aim to support confident decision-making and sustainable long-term outcomes built on trust, clarity, and consistency over time.

Practice at a glance

21
Years of Experience
5000
Families Served
₹200
Crores Managed

Practice Details

Min Monthly Investment:₹1,000
Min Lumpsum Investment:₹10,000
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, NRI / OCI, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs
Language Spoken:Hindi

Licenses Held

AMFI Registered Mutual Fund Distributor

ARN-91802

IRDAI Licensed Insurance Agent (General)

CA0692

APMI Registered PMS Distributor

ARN-91802

Education

Formal Education

BSc – Bachelor of Science, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust
Financial Freedom
Buy Right Insurance
Reduce Loans & Debt
Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds
NPS & Govt Schemes
Stocks & Equity
Loan Against Securities
PMS
SIF
AIF
Gift City

Complimentary Services

Get any of the free services to experience working with Ajay Kumar.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check
Risk Profile Assessment
Financial Wellbeing Workshop