Sourabh Jain | Magnum Finvest Services

About

Sourabh Jain - Author, Financial Planner We help Professionals to fast-track their wealth creation journey and make hard earned money work for them to attain Financial Freedom and have worry free Retirement.

Practice at a glance

10

Years of Experience

500

Families Served

₹100

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:

Language Spoken:

Qualification Completed

CFA – Chartered Financial Analyst

Licenses Held

AMFI Registered Mutual Fund Distributor

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

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

Complimentary Services

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

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