Chidrup Jain | The Excelist Learning Solutions Private Limited

About

Chidrup Jain is a seasoned financial professional with over 20 years of extensive experience in the financial services industry. He holds multiple prestigious certifications including CERTIFIED FINANCIAL PLANNER™ (CFP), CHARTERED TRUST & ESTATE PLANNER® (CTEP), NISM-CPFA, and NCMP. His expertise spans SME IPOs, stocks, derivatives, commodities, and mutual funds. He has led BSE STAR MF operations in Rajasthan, acquiring memberships and training over 3,500 IFAs. He has also expanded Vijaya i-prism & fintech services across North India. As a NISM CPE & SEBI SMART Trainer, he regularly conducts investment awareness workshops for colleges, SMEs, and national institutions.

Practice at a glance

21

Years of Experience

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Families Served

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Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Fees

Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1

Can help you to

Plan Complete Finances

Complimentary Services

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

30 Minute Q&A — Ask Me Anything

Financial Wellbeing Workshop