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Jai S Rathod | Alpha Focus | MumbaiJai S Rathod | Alpha Focus | Mumbai

Jai S Rathod

Alpha Focus•Mumbai
1109, Lotus Link Square, New Link Road,,
Mumbai, 400053
1109, Lotus Link Square, New Link Road,, Mumbai, 400053
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About

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 30 Minute call to explore how I can add value to your financial journey.

Practice at a glance

24
Years of Experience
--
Families Served
--
Crores Managed

Practice Details

Min Monthly Investment:₹25,000
Min Lumpsum Investment:₹10,00,000
Nature of earnings:Commissions
Mode of Meetings:Physical, Virtual, Hybrid (Physical + Virtual)
Specialises working with:Young Professionals, Senior Management, Senior Citizens / Retirees, HNI Families, Doctors, Salaried Executives, Professionals (CAs, Lawyers)
Language Spoken:Hindi, Marathi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

Licenses Held

AMFI Registered Mutual Fund Distributor

316738

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
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Financial Freedom
Buy Right Insurance

Can help you buy / invest in

Fixed Deposits & Bonds
Health Insurance
Life Insurance
Mutual Funds
Home Loans
Loan Against Securities
PMS
SIF
AIF

Complimentary Services

Get any of the free services to experience working with Jai S.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Insurance Portfolio Review
Mutual Fund Portfolio Review
Financial Wellbeing Workshop