Tarun Narayan Anandani
Vice President at JamaWealth.com- Claim this Profile
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English -
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Hindi -
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Telugu -
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Sindhi -
Topline Score
Bio
MILIND SRIVASTAVA
I was particularly impressed by Tarun's ability to handle even the toughest clients effortlessly. That skill often takes years to develop among Wealth Management and Customer Service professionals, but it seemed to come perfectly naturally to him.His Domain knowledge, capability and sincerity towards his work will help him to achieve much bigger goals in his career.
Hinal Shah
Mr. Tarun is a perfect example of an active and helpful supervisor. I enjoyed working under his guidance for three months. He is highly adaptable, encouraging & supportive. He always responded to every question very calmly & thoughtfully and later he even followed up to make sure the issue was resolved. Thanks to his supervision, I gained a lot of knowledge about sales. I recommend Mr. Tarun is a valuable asset to your company.
Ramesh Menon
Tarun is a very professional investment analyst. He is very grounded and practical in his analysis and lays down proper expectations with his customers.
MILIND SRIVASTAVA
I was particularly impressed by Tarun's ability to handle even the toughest clients effortlessly. That skill often takes years to develop among Wealth Management and Customer Service professionals, but it seemed to come perfectly naturally to him.His Domain knowledge, capability and sincerity towards his work will help him to achieve much bigger goals in his career.
Hinal Shah
Mr. Tarun is a perfect example of an active and helpful supervisor. I enjoyed working under his guidance for three months. He is highly adaptable, encouraging & supportive. He always responded to every question very calmly & thoughtfully and later he even followed up to make sure the issue was resolved. Thanks to his supervision, I gained a lot of knowledge about sales. I recommend Mr. Tarun is a valuable asset to your company.
Ramesh Menon
Tarun is a very professional investment analyst. He is very grounded and practical in his analysis and lays down proper expectations with his customers.
MILIND SRIVASTAVA
I was particularly impressed by Tarun's ability to handle even the toughest clients effortlessly. That skill often takes years to develop among Wealth Management and Customer Service professionals, but it seemed to come perfectly naturally to him.His Domain knowledge, capability and sincerity towards his work will help him to achieve much bigger goals in his career.
Hinal Shah
Mr. Tarun is a perfect example of an active and helpful supervisor. I enjoyed working under his guidance for three months. He is highly adaptable, encouraging & supportive. He always responded to every question very calmly & thoughtfully and later he even followed up to make sure the issue was resolved. Thanks to his supervision, I gained a lot of knowledge about sales. I recommend Mr. Tarun is a valuable asset to your company.
Ramesh Menon
Tarun is a very professional investment analyst. He is very grounded and practical in his analysis and lays down proper expectations with his customers.
MILIND SRIVASTAVA
I was particularly impressed by Tarun's ability to handle even the toughest clients effortlessly. That skill often takes years to develop among Wealth Management and Customer Service professionals, but it seemed to come perfectly naturally to him.His Domain knowledge, capability and sincerity towards his work will help him to achieve much bigger goals in his career.
Hinal Shah
Mr. Tarun is a perfect example of an active and helpful supervisor. I enjoyed working under his guidance for three months. He is highly adaptable, encouraging & supportive. He always responded to every question very calmly & thoughtfully and later he even followed up to make sure the issue was resolved. Thanks to his supervision, I gained a lot of knowledge about sales. I recommend Mr. Tarun is a valuable asset to your company.
Ramesh Menon
Tarun is a very professional investment analyst. He is very grounded and practical in his analysis and lays down proper expectations with his customers.
Credentials
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NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification
National Institute of Securities Markets (NISM)Apr, 2023- Oct, 2024 -
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
National Institute of Securities Markets (NISM)Jan, 2021- Oct, 2024
Experience
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JamaWealth.com
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India
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Investment Management
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1 - 100 Employee
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Vice President
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Sep 2021 - Present
Jamā Wealth simplifies Wealth Management and helps people prosper. Jamā has been featured as one of the 10 Best new Wealth Management firms in India by Silicon India. Jamā epitomises 3 key trends in Investing: 1. Leverages the tremendous power of technologies such as machine learning and data mining to identify optimal stocks & funds for an individual or a family office, based on their risk profile. 2. Unprecedented honesty and integrity of a zero touch, zero brokerage, zero commission, no lock in, no exit load investment model. Therefore, clients are assured of an unbiased and high-quality investment portfolio. The model portfolio has outperformed almost all PMSs and Mutual Funds in its rigorous 10 years backtests, as well as actual performance during FY 2019-2020. 3. A system based investment philosophy of Roots & Wings. Roots to preserve wealth by focusing on low debt, consistent ROE/ROCE, promoter integrity and stamina. Wings to increase prosperity by identifying growing companies (sales/profit/cashflows) that are resilient. The best way to grow wealth is to first preserve it; prosperity then ensues with the right investment philosophy and systems to implement, with the help of Jamā Wealth. Show less
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Education
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2014 - 2016
Institute Of Public Enterprise
Master of Business Administration (M.B.A.), Finance and Marketing -
2009 - 2012
Osmania University
Bachelor’s Degree, Business/Commerce, General -
2001 - 2005
Gowtham Model School
Community
