Prince Jain

Journey Of Prince Jain

Prince Jain is a nationally recognized financial planner and wealth manager, who is known for his innovative and ground breaking financial solutions for the India’s affluent. Having worked on a portfolio of more than 1000 crores, he knows how money works.

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After graduating with a B.Tech degree in Computer Science, Prince completed his MBA from Delhi School of Economics (one of the most renowned college of Asia). He also has earned several professional certificates, including the prestigious CFA Charter from CFA Institute (USA), Certified Finance Professional (CFP, India), BAT Gold Award Holder (Bloomberg Institute, USA) and currently pursuing Chartered Market Technician (CMT Association, USA)

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With the firm belief that money works only when it is backed by solid Maths, Prince started Money Maths Financial Services in Dec’18 and during these years he has been awarded many times for his work, both locally and internationally, some of the recognitions he received are:-

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• Consecutive winner of CEO Award of Excellence 2022 (Geneva) and 2023 (Auckland)

• Won International Protection Summit Award 2023, Bali

• Honored as the Life Influencer of Insurance Industry by ICICI Prudential Life

• 3 times Million Dollar Round Table qualifier, 1 time Court of the table Qualifier, 1 time Top of the Table Qualifier (MDRT Association, USA)

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• Consecutive winner of Gold Summit Award of Excellence, Thailand

  It has established him as a pioneer in crafting tailored financial solutions that align with the dynamic and sophisticated requirements of his clientele. More than 300 families have trusted him with their life goals as

  his innovative approach goes beyond conventional financial advisory, he navigates the complexities of markets, intricate compensation structures and the ever-evolving economic landscape.

   

      His expertise extends but not limited to:-

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• Asset Management

• Retirement Planning

• Estate planning &

• Comprehensive Financial Planning ensuring that his clients are well-equipped to navigate their financial journeys with confidence.

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• Prince is a true inspiration and an asset to the financial services profession. He remains dedicated to serving families and individuals while improving the lives of those around him, and his contributions will undoubtedly have a lasting impact for generations to come.

   

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His professional references comprise individuals who have held these positions:

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Senior Executives of top tech companies like Google, Amazon working in more than 12 countries across 4 continents have done their financial planning using his Life Cycle Model of Financial Planning. Many successful entrepreneurs and start up founders have worked closely with Prince to develop a customized investment portfolio.

Various diverse high net worth families, have applied Prince’s innovative solutions to customized their plan which align with their values and priorities.