I got in touch with Mr. Amit Jain through my mentor Dr. Satbir Josan. At first meeting only he gave me confidence that I can rely on him for my financial queries and portfolio. He thoroughly explained the concept of mutual funds, both positive and negative side without any bias. As this is a field very new to me and also I don't have time to explore the details of mutual funds, I found Mr. Amit to be totally reliable to take care of my financial queries. I started investing in mutual funds and I am satisfied with services of Mr. Amit. Also I ported my medical insurance through him and he is thorough in explaining that also. I wish him all the very best in his endeavour to support human well-being.

Amit worked with for over 2 years as Branch Head, Pune. Amit managed a diversified portfolio of mid-sized to large clients. Amit showed the tenacity to develop strong relationships at the senior-most levels in the client organizations and displayed a great mix of commercial acumen, structuring and relationship skills to develop these into well-rounded, multi-product and profitable relationships. In essence, Amit is a solid relationship/investment banker with a good understanding of all banking products. I wish Amit the very best in his venture. I am sure his clients will deeply benefit from his skilled advice.

Amit is a gifted investment expert. He has deep understanding of the markets. He follows the monetary policy of RBI, other government policies and macroeconomic indicators very closely to forecast the likely scenario both in medium and long term. This helps him give sound investment advice to all kind of investors having different focus, invest attitude and risk appetite. I have benefitted significantly by his advice. I wish him all the best. God Bless him. Mr. Ranjan Jain is a former IRTS officer; retired as Advisor, Railway Board.

“One thing that distinguishes Amit from others is being a good listener which helps him understand your goals, needs, fears and pain points. He will invest time to learn about your financial situation, investment needs, spending habits, debt obligations to work out a meaningful strategy for you. Helped by vast experience and research, his recommendations shall invoke trust and confidence by themselves with any investor. I wish him all the best in his venture!!”

I have known Mr. Amit from last three years when he started giving me Financial consultancy. He is up-to-date in his knowledge regarding financial management. I have full trust in his ability to guide us for wealth creation.

Amit Jain is a professionally competent investment manager who is well versed with the intricacies of such a demanding and dynamic profession. He satisfies his clients and offers best advice on investments tailor-made for each individual. I too benefitted immensely from his advice. As a person he is dignified, matured and well-mannered which speaks volumes of his overall personality. ATB Amit