Rajendra Jain

“Anyone can make money, but only few can manage it.”

About

Born and brought up in Mumbai, Rajendra Jain is an astute Financial Planner. A native to Jodhpur, Rajasthan, he is deeply rooted in his culture and is a devout family man. He graciously graduated from N.M. College in the year 1990 and went on to pursue an MBA from NMIMS. With a career spanning 3 decades Mr. Jain is immensely experienced with the ins and outs of the pecuniary market and possesses the prowess and maturity needed to handle the assets of high net-worth Individuals.

Married to a housewife, Mrs. Manju Jain, he often refers to her as a ‘Superwoman’. He’s a father to two bright children – a son and a daughter, both pursuing careers in finance.

Having a balanced approach towards life Mr. Jain ensures that he indulges in all round activities and hobbies. Being an avid sports lover, he regularly plays badminton with his children and even got professionally trained at the ripe age of 44 in order to better his skills. A patron of the arts, Mr. Jain enjoys music, especially that of Kishore Kumar, which he can listen to for hours on end. Never one to forget his roots, he is passionate about farming and dreams of doing it on a large scale someday. A keen traveller and a family man, Mr. Jain enjoys vacationing abroad with his family.

Experience

Mr. Jain started out as a franchise partner in 1993-94. As a broker he practiced through a turbulent era (Harshad Mehta, IPO scams, dot com bubble) due to which he saw a lot of people lose money as well as investments. Disappointed, he wished to change the attitude Indians have towards investing and soon became a member of the Interconnected Stock Exchange in 1999-2000. Finally in 2015 he began his own firm, offering complete financial planning services to investors in a secure and healthy manner.

As of today, he focuses on wealth management and wealth creation for his clients and safeguarding their investments is what gives Mr. Jain job satisfaction. In 2021-22 he completed a Master Networking Programme which has tremendously helped him increase his network and given him the skills to build long-lasting professional relationships. ‘My Network is equal to my Networth’ is a philosophy. Mr. Jain has confidence in.

With 25 years of experience, he is the man that can help you navigate through the financial markets and plan your wealth so you can achieve your goals, pursue your hobbies, prepare for unforeseen emergencies, and plan your retirement.

Services

Portfolio Management Services

Administering your finances and investments can become a grunting task, often leading to frustration and confusion. Mr. Jain is a maestro of investment, advisory, and risk management solutions. The Portfolio Management Services provided by him and his team can relieve you of the directorial burden of personally managing your investments. His main goal is to enhance your portfolio performance and ensure you get about 25% compounded return in a matter of 10 years. Under his guidance, you’ll learn to believe that:

Risk is actually the volatility in the stock earnings and not the stock price.
Safe investments are about the underline business of the company, and not necessarily the market capital – be it large cap or small cap.
Risk is more relevant to the nature of business than the size of the business.

He deems multi-bagger stocks can be acquired when one has – Vision to visualize opportunities, Patience to hold the stocks, and Hard Work to make reasonable assessments of the business. If you get the opportunity to converse with him, you’ll realize that the in-depth knowledge he possesses has been attained through years and years of invaluable experience; and the case studies and observations he cites are all a result of evaluating the marketspace thoroughly.

Smallcase Equity Portfolio: A Smart and Accessible Way to Invest in Equities

Smallcase is a pioneering fintech startup in India that offers a innovative investment platform, enabling investors to buy a diversified portfolio of stocks with a single transaction. Here are the key benefits:

Key Points:

- Pre-built portfolios (smallcases) based on themes, sectors, or strategies

- Customization options to create personalized smallcases

- Transparent and flexible, with real-time tracking and rebalancing

Benefits of Investing in Smallcase:

1. Diversification: Reduces risk and increases potential returns

2. Convenience: Easier than buying and managing individual stocks

3. Expert Curation: Saves time and effort with expert-created portfolios

4. Low Cost: Eliminates brokerage commissions, management fees, and other charges

5. Flexibility: Easy rebalancing and portfolio modification

6. Transparency: Real-time tracking for easy monitoring

7. Disciplined Investing: Encourages regular investing with fixed amounts

By investing in Smallcase, you can leverage the expertise and skills of experienced professionals, gain exposure to a diversified portfolio, and enjoy a convenient and cost-effective investment experience.

Mutual Funds

1. Diversified portfolio

2. Professional management

3. Convenience and liquidity

4. Economies of scale

5. Regulatory oversight

SIP

1. Disciplined investing

2. Rupee cost averaging

3. Reduces timing risks

4. Encourages long-term approach

5. Flexibility to adjust investments

Combining Mutual Funds and SIP:

1. Consistent investing with a fixed amount

2. Reduces market volatility impact

3. Potential for higher returns over time

4. Inculcates savings habit

5. Lowers investment anxiety

Investing through Mutual Funds with SIP helps you make the most of your investments by providing a disciplined and informed approach to achieving your financial goals!

Health Insurance

Here are some compelling reasons to buy health insurance in India:

1. Rising Medical Costs: Healthcare expenses are increasing rapidly, making it essential to have insurance coverage.

2. Financial Protection: Health insurance safeguards your finances from unexpected medical bills.

3. Access to Quality Care: Insurance ensures you receive quality treatment at reputed hospitals.

4. Tax Benefits: Premiums are tax-deductible under Section 80D of the Income Tax Act.

5. Government Initiatives: The Indian government encourages health insurance through initiatives like Ayushman Bharat.

6. Increasing Lifestyle Diseases: Rising instances of lifestyle diseases make health insurance a necessity.

7. Accident and Emergency Care: Insurance covers unexpected accidents and emergency medical needs.

8. Old Age Security: Health insurance provides financial security during old age when medical needs increase.

9. Critical Illness Coverage: Many policies cover critical illnesses like cancer, heart disease, and more.

10. Peace of Mind: Health insurance offers reassurance, knowing you're protected in case of medical emergencies.

Remember, health insurance is not just a financial investment but a vital protection for your well-being.

Term Insurance

Insurance is not an investment, but a risk management tool. We recommend purchasing a term plan to ensure your loved ones' financial security in your absence. It provides a high coverage amount at an affordable cost, giving you peace of mind and protecting their future. Invest elsewhere, insure with term insurance.

Mission

Mr. Jain believes that any great machine is a reflection of its efficient cogs. The key to helping India become a prosperous nation lies in its citizens becoming financially wiser, smarter and independent. Only financial literacy and the right temperament can help Indians realize their dream and these qualities are precisely where Mr. Jain’s expertise lies.

Vision

With an already strong clientele of over 200 families, Mr. Jain is looking to expand and positively affect many more families in the coming years. He estimates that his clientele will double in the 2022-23 financial year. Not one to slow down, Mr. Jain envisions having a Rs. 300 Crore company by March 2027 and impact over 1000 families in the process.

Future

Several government reforms, growing investments and the Make in India sentiment assure Mr. Jain that the coming 15-20 years are going to be particularly fruitful for the Indian economy. This purple patch will provide unprecedented opportunities to investors and will prove beneficial to the whole country.

"With true intentions to help his clients generate wealth. Provides genuine, honest & impartial financial advice. Very responsive & supportive when his help is needed. He brings in his vast 25 years of experience in the financial market."

-Siddhant Golcha, Chartered Wealth Manager

"I am investing through Rajendra Jain since the day I started my carrier in 1996. Rajendra Jain is truly a wealth creating guy. He strongly believes in the long term story, like 10 years and more."

- Niranjan Jain, Chartered Accountant

"My portfolio is managed by Rajendra Jain since last 20 years. He is not only advisor but a family member. I wish him all the best for his future growth. "

-Dilip Phadke, Reliance Industries Ltd.

Contact

Wish to amplify your wealth and advance towards smarter investments? You know who to call.

Mr. Rajendra Jain

Contact – 9322289117

Email ID – rajendramjain123@gmail.com

Website – www.rajendrajain.com

Office Address – 601, Jolly Bhavan, No. 2, 51, New Marine Lines, Near Churchgate Station, Mumbai – 400020.

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