Testimonials

  • Pinned
    Karan’s advice simplified my investments! His clear guidance helped me make confident decisions on portfolio diversification. Highly recommend him for practical financial insights!
    Rishab

Services

Priority DM . 2 days reply
FREE
Video meeting . 15 mins

Personal Finance & Investment Advisory Call

Looking for personalized guidance on managing your finances?
100120
Video meeting . 30 mins
100
Popular

About me

I’m Karan Jain, currently an MBA student at SPJIMR, with 22 months of experience in finance across both startup and MNC environments. My journey began as a Financial Analyst at AssetPlus, a Zerodha-funded startup, where I managed wealth portfolios for 200+ clients, with an AUM of INR 5 crore in mutual funds, FDs, and NPS. Here, I developed a strong foundation in client management and investment strategies. Later, I joined Elsevier as an FP&A Analyst, where I became the sole analyst responsible for revenue tracking and forecasting in the Open Access division, handling over $200M in revenues. My role focused on supporting senior management’s decision-making, including pricing variance analysis across regions like EMCA and the U.S. In academics, I’ve cleared two levels of CFA and earned a gold medal in my undergrad. Outside of work, I’m passionate about fitness, cricket, and mentoring, having guided over 300 students through an NGO initiative.