Scaling up your practice

Presented by

Vinod Jain, Jain Privy Client Pvt Ltd.

About this talk

A Gold Medallist Chartered Accountant, Vinod Jain stared his mutual fund distribution firm in 2001 after quitting his corporate job. Jain built his practice from scratch. Today, he manages assets worth Rs 1,300 crore in mutual funds. Jain has replicated a successful sub-broking model known as broker-dealer agreement (popular in the U.S) in India. Today, his firm Jain Privy Client Pvt Ltd. has more than 50 registered advisers/relationship managers. It manages more than Rs 1,900 crore across assets with live SIPs of 10,000 plus. Jain Investment has its own Portfolio Management Services and Alternative Investment Funds registered with SEBI. It has offices in India, Dubai, Canada and Singapore. Curious to know how he and his team built an asset base of Rs 1,900 crore across mutual funds, PMS and offshore funds? Join us on May 28, 2021 at 4 PM as Vinod will share his views on how mutual fund distributors can scale up their practice. So do not miss this webinar!

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