Hi. I’m Jai S Rathod – a QPFP® Batch Topper (96%), 18-time Winner of the Zerodha 60-Day Challenge, Personal Finance Professional, Professional Algo Trader, and Trainer.
I’ve been in the markets since 2001, and since January 2020 I’ve pursued trading full-time. I also managed to top my QPFP Batch with 96%.
🌟 My mission is to financially educate 10,000 people.
Whether you’re a working professional or a retiree wanting to bring clarity and structure to your financial life, I’m here to help.
🔹 What I Do -
I work with individuals, families, and companies to:
• Plan finances for life goals (children’s education, retirement, wealth creation, overseas vacations etc.)
• Build strong, personalized Mutual Fund portfolios
• Review insurance coverage to safeguard wealth
• Offer guidance during tough market phases, drawing on 24 years of experience
🔹 How You Can Work With Me - Book a Free 1 Hour Review (Physical or Zoom) to explore how I can add value to your financial journey.
Practice at a glance
24
Years of Experience
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Families Served
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Crores Managed
Practice Details
Min Monthly Investment:₹25,000 & more
Min Lumpsum Investment:₹10,00,000 & more
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)