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Chidrup Jain is a seasoned financial professional with over 20 years of extensive experience in the financial services industry. He holds multiple prestigious certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP), CHARTERED TRUST & ESTATE PLANNER® (CTEP), NISM-CPFA, and NCMP, which underscore his expertise in financial planning, wealth management, and investment advisory. His deep knowledge spans SME IPOs, stocks, derivatives, commodities, and mutual funds, making him a trusted advisor for clients seeking strategic financial growth.
With a strong focus on customer-centric operations and business development, Chidrup has successfully managed key financial initiatives, including BSE STAR MF operations in Rajasthan, where he acquired new memberships and trained over 3,500 IFAs. He has also played a pivotal role in expanding Vijaya i-prism & fintech services across North India, fostering strong relationships with stakeholders while ensuring regulatory compliance.
Beyond advisory services, Chidrup is a highly sought-after trainer, recognized for conducting Investment Awareness Workshops for colleges, SMEs, and national institutions. As a NISM CPE & SEBI SMART Trainer, he has led numerous training programs, empowering professionals and students with financial literacy and market insights. His expertise in goal-based financial planning, Excel-driven data analysis, and strategic investment solutions makes him a well-rounded expert in the financial domain.
Combining technical proficiency, leadership, and a passion for financial education, Chidrup Jain continues to drive excellence in wealth management and investment advisory, helping individuals and businesses achieve long-term financial success.