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People · Advisors · Investment Leaders
Private Wealth | Family Office | Strategic Wealth Management | Legacy Estate Planning
Vice President · Client Associates
Deepak Jain — Vice President · Client Associates · Bengaluru, Karnataka, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Helping people achieve financial well being and act as a personal CFO. Work closely with India's most respected CXOs, Directors, Entrepreneurs, Family Business Owners, and Celebrities. Interested in start ups, financial services, stock market and fintech. Past experience involves in the field of private wealth management, financial advisory, digital marketing, market research and sales. Currently working as AVP-Wealth for a leading Multi-Family office. Skilled in Finance, Marketing Management, Market Research, Leadership, Competitive Intelligence, and Data Analysis. Strong finance, marketing and sales professional with a Post Graduate Diploma in Management (PGDM) focused in Finance & Marketing from St Joseph's Institute of Management.
Experience
Vice PresidentCurrent