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Tejas Jain

Executive

652 followers

Mumbai, Maharashtra, India

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Timeline
About me
Join Me in Crafting Your Wealth Journey - Trusted Wealth Manager - Motilal Oswal | Dealing in - Equity Portfolio, Derivative Strategist, Fixed Income Securities, PMS & AIF
Education
- University of Mumbai
  2018 - 2021
  Bachelor's in Management Studies Corporate Finance, Financial Accounting & Taxation, Business Economics & Business Law 9.23 CGPA
  Activities and Societies: President & Student representative of Commerce Department
Experience
- Motilal Oswal Financial Services Ltd
  Sept 2022 - now
  Executive
  PCG/HNI Advisor at Motilal Oswal. Advisory related to Equity, Futures & Options, Currency, Mutual Funds, PMS, AIF, IAP, IP, Fixed income & Retirement planning.
Licenses & Certifications
- Reading Financial Statement
  Corporate Finance Institute® (CFI)
  Aug 2021
  View certificate
- Corporate Finance Fundamentals
  Corporate Finance Institute® (CFI)
  Oct 2022
  View certificate
- Math Fundamentals for Capital Markets
  Corporate Finance Institute® (CFI)
  Sept 2020
  View certificate
- Capital IQ Fundamentals
  Corporate Finance Institute® (CFI)
  Jun 2023
  View certificate
- NISM SERIES VIII EQUITY & EQUITY DERIVATIVES
  National Institute of Securities Markets (NISM)
  Sept 2022
- NISM SERIES 1 Currency & Currency Derivative
  National Institute of Securities Markets (NISM)
  Nov 2022
- Economics of Capital Market
  Corporate Finance Institute® (CFI)
  Nov 2022
  View certificate
- NISM SERIES V-A MUTUAL FUND DISTRIBUTOR
  National Institute of Securities Markets (NISM)
  Oct 2022
- Financial Modeling & Valuations
  Elearnmarkets
  Jun 2021
- Financial Modeling & Valuations
  Internshala
  Jul 2020

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