Rahul Jain
Independent Financial Advisor
Contact Rahul

Rahul Jain is an Independent Financial Advisor. An alumnus of NMIMS, Mumbai (MBA Finance), he is an experienced investment advisory & wealth management professional as well as banking consultant with 7+ years of experience in this sector.

He has worked at institutions like Yes Bank (Program Manager), ICICI Bank and also worked as Consultant in BFSI for Ernst & Young (EY).

Rahul specializes in Wealth Management, Mutual fund Advisory, Comprehensive Financial Planning, Tax Planning, Insurance and Goal based Planning (including retirement planning).

Rahul practices with both fee-only and commission based models, depending on the client's preference. The number of clients mentioned below are for his fee-only advisory service.

Education: MBA (Finance), B.Tech
Investment advisor since: 2018 (1+ years)
Number of clients: 50+
Based In: Udaipur

Services

  • Mutual Funds Advisory
  • Comprehensive Financial Planning
  • Insurance
  • Tax Planning
  • Equity Research
  • Government Savings Schemes
  • Corporate FDs

Recent Answers on DhanWise

How to handle excess money in NRE account?

Rahul Independent Financial Advisor
Answered Jun 14, 2019

To start with, when you are looking at holding money in any account or fund, there always has to be a reason or goal attached to it. The reason can be as simple as eme… ( more )

To start with, when you are looking at holding money in any account or fund, there alway… ( more )

What is the Tax Treatment on Mutual Funds for resident individuals and NRIs?

Rahul Independent Financial Advisor
Answered Jun 14, 2019

Tax treatment depends on three parameters:1.       Type of Asset (Equity or Debt)2.      Investor category (I… ( more )

Tax treatment depends on three parameters:1.       Type … ( more )

What is mutual funds in simple terms?

Rahul Independent Financial Advisor
Answered Jun 13, 2019

Lets consider these 2 scenarios:Eicher Motors share is trading at approx. INR 21,000 per share. I may want to invest in auto shares or consumption shares like this but I… ( more )

Lets consider these 2 scenarios:Eicher Motors share is trading at approx. INR 21,000 per … ( more )