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Jainesh Kothari

JAY KOTHARI & CO.•Indore,MP

164 (110 ) MG ROAD , MULEY TOWER , 8-12 MAZZANINE FLOOR , INDORE -452007,

Indore, MP, 452007

164 (110 ) MG ROAD , MULEY TOWER , 8-12 MAZZANINE FLOOR , INDORE -452007, Indore, MP, 452007

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About

Hi my name is Jainesh Kothari , a Wealth Strategist and a Ceritfied Financial Planner on a mission to help 100000 Working Professionals achieve financial wellbeing ensuring they accomplish all their financial life needs, goals and dreams.

Practice at a glance

Years of Experience

125

Families Served

₹25

Crores Managed

Practice Details

Min Monthly Investment:₹2,000 & more

Min Lumpsum Investment:₹50,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Senior Management

Language Spoken:Hindi, English

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (General)

IRDAI Licensed Insurance Agent (Life)

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Jainesh Kothari.

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

Stocks Portfolio Review