Rajnish Jain CFP

NISM-VA CPE Trainer at National Institute of Securities Markets
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Contact Information
us****@****om
(386) 825-5501
Location
Delhi, India, IN
Languages
  • English Full professional proficiency
  • Hindi Full professional proficiency
  • Punjabi Professional working proficiency
Skills

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PEEYUSH JAIN

Rajnish takes pain to study the needs of client & suggests the appropriate placing of funds for maximum gain. Rajnish is a Professional with personal touch.

Jangsher Singh Gill

Rajnish have got very good knowledge of his trade

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Credentials

  • NISM - VA
    National Institute of Securities Markets
    Nov, 2013
    - Nov, 2024
  • IC-34
    Indian Institute of Insurance
    Feb, 2013
    - Nov, 2024
  • Licentiate (Life Insurance)
    Indian Institute of Insurance
    Sep, 2010
    - Nov, 2024
  • CFP^CM
    Financial Planning Standards Board of India
    Jul, 2009
    - Nov, 2024
  • Advance Diploma in S/w Engg.
    India Education Center
    Sep, 1993
    - Nov, 2024
  • NISM Series X-A Investment Adviser (Level 1)
    National Institute of Securities Markets
    Mar, 2015
    - Nov, 2024
  • IRDA Broking (Direct)
    National Insurance Institute, Pune
    Apr, 2010
    - Nov, 2024

Experience

  • National Institute of Securities Markets
    • India
    • Capital Markets
    • 1 - 100 Employee
    • NISM-VA CPE Trainer
      • May 2013 - Present

      Conduct CPE programs for NISM-VA

    • NISM-XA (Investment Adviser Level-1) CPE Trainer
      • Oct 2014 - Present

      Conduct CPE program for NISM Investment Adviser Level 1

  • National Centre for Financial Education
    • India
    • Education Management
    • 1 - 100 Employee
    • Trainer
      • Feb 2019 - Present

  • ArthNiyog
    • Chief Knowledge Officer
      • Apr 2018 - Present

      Providing Expert Knowledge on Mutual Funds for 100% paperless MF Investment platform Providing Expert Knowledge on Mutual Funds for 100% paperless MF Investment platform

  • Money Manager Advisory
    • Founder & Director
      • Feb 2011 - Present

      Holistic Approach forPortfolio Management, Insurance & Loans ReconciliationAwareness seminars for Financial Literacy Providing Training to Mutual Fund Distributors and Insurance AdvisoryCreate a 24 * 7 online wealth management system www.moneymanageronline.in Holistic Approach forPortfolio Management, Insurance & Loans ReconciliationAwareness seminars for Financial Literacy Providing Training to Mutual Fund Distributors and Insurance AdvisoryCreate a 24 * 7 online wealth management system www.moneymanageronline.in

  • NJ India Invest Pvt Ltd
    • Consultant Trainer
      • Jan 2014 - Present

      NISM-VA EXAM Preparation Trainings NISM-VA EXAM Preparation Trainings

  • Ambition Learning Solutions
    • India
    • Education Administration Programs
    • 1 - 100 Employee
    • Consultant Trainer
      • Feb 2012 - Present

      1.NISM-VA Exam Preparation Training2.Concept of Financial Planning3. Financial Mathematics4. Time Value of Money5. Risk Analysis & Insurance Planning6. Retirement Planning7. Investment Planning8. Tax Planning & Estate Planning9. Advanced Financial Planning 1.NISM-VA Exam Preparation Training2.Concept of Financial Planning3. Financial Mathematics4. Time Value of Money5. Risk Analysis & Insurance Planning6. Retirement Planning7. Investment Planning8. Tax Planning & Estate Planning9. Advanced Financial Planning

  • National Skills Institute
    • CWM Trainer
      • Sep 2013 - Feb 2014

      Training for Charted Wealth Manager (American Academy of Financial Management)Wealth Management ProcessTVMInvestmentsRiskTax & EstateInsuranceMutual Fund and other relative subjects. Training for Charted Wealth Manager (American Academy of Financial Management)Wealth Management ProcessTVMInvestmentsRiskTax & EstateInsuranceMutual Fund and other relative subjects.

  • Grow Money Financial Planners
    • Financial Planning Head
      • Nov 2010 - Feb 2011

      Grow Money Financial Planners, established in 2004, doing Financial Planning on FEE BASED practice in HOLISTIC manner. Here we do Tailor Made Plan of clients with timely review. We least concentrate on Revenue, we just concentrate VALUE FOR MONEY to our clients. Grow Money Financial Planners, established in 2004, doing Financial Planning on FEE BASED practice in HOLISTIC manner. Here we do Tailor Made Plan of clients with timely review. We least concentrate on Revenue, we just concentrate VALUE FOR MONEY to our clients.

  • Bajaj Capital Ltd
    • India
    • Financial Services
    • 700 & Above Employee
    • Area Manager - Financial Planning
      • Oct 2009 - Nov 2010

      Area DevelopmentBrand development Maintain Professional Standards,Promote 360 degree Financial Planning across Zone Staff Training Area DevelopmentBrand development Maintain Professional Standards,Promote 360 degree Financial Planning across Zone Staff Training

  • Optimistic Investment & Risk Managers
    • Area Manager
      • Jul 2005 - Sep 2009

      Achievement of TargetArea ManagementArea Development Market AnalysisEvaluation & improvement in Achievement of TargetArea ManagementArea Development Market AnalysisEvaluation & improvement in

Education

  • Kurukshetra University
    BA, Physiology
    1994 - 1997
  • IEC (INDIA EDUCATION CENTRE) UNIVERSITY
    Advance Diploma in S/W Engineering (2 Years), Computer Programming, Specific Applications
    1994 - 1995
  • CAUVERY POLYTECHNIC, GONIKOPPAL
    Computer Engineering, Computer Engineering
    1990 - 1994
  • Insurance Institute of India
    Licentiate, LIFE INSURANCE
    2011 - 2011
  • National Insurance Academy
    DIRECT BROKER, Composite Broker (Life & Non-Life)
    2009 - 2010

Community

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