Radhika JAIN

Radhika has 15+ years of experience in the financial services industry across Investments & Wealth Management. Her experience spans across diverse facets of wealth management business, including product management, investment advisory, business strategy, project management and training sales team in products and sales techniques.

She provides customized wealth advice to financially successful clients and their families, helping them to manage their assets and achieve their financial goals. This includes financial planning, tax planning, estate planning, business succession planning, as well as philanthropic planning. Using a holistic approach, Radhika helps clients clearly articulate their personal wealth goals, and provides a multi-dimensional perspective that offers a valuable complement to clients’ other professional counsel. She empowers clients with comprehensive and customized solutions through coordinated and proactive

wealth plans.

Radhika brings with her superior technical knowledge and distinguishes herself by providing unique, innovative solutions that fit the requirements of her clients’ diverse financial needs. As a successful business head and product expert, she has launched wealth management business across several organisations by training and upskilling the existing sales teams in complex investment products as well as sophisticated concepts of advisory and financial planning for HNW clients. Radhika is equally passionate about designing investment solutions and then training sales teams in delivering right solutions to the right clients.

Radhika is a CFA charterholder and has done MBA in Finance and Strategy from IIM Calcutta, the premier business school in India. Radhika has cleared several modules of CISI certification including IISI (Level 2), ICWIM (Level 3), Risks in Financial Services, Islamic Finance Qualification (Level 3), and UAE Rules and Regulations.

Expertise

Product Management

Investment Management

Investment Research

Wealth Management

Investment Advisory

Private Banking

Financial Planning

Project Management

Product Training

Sales Coaching