Loading profile…
People · Advisors · Advisory & Relationship
Kunal Jain CFP — Partner · Alpha Capital · Gurugram, Haryana, India.
Direct contact
Reach Kunal directly.
1 verified contact method on file — work email. Masked until you unlock.
- ku•••••••@•••••.•••
Reveal contact — first one free
Free account, no card required. Your first unlock is on us.
Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
Or explore more contacts in this database — from 50 credits.
About
With 15 years of experience in Private Banking and Wealth Management, I specialize in Investment Advisory, Estate Planning, and Tax Strategy to help high-net-worth clients achieve their financial goals. A former researcher at Value Research with published work in the Mutual Fund Insight Magazine, I combine deep analytical expertise with strategic management leadership.
Experience
Associate Analyst
Value Research · Noida Area, India
Mar 2011 – Apr 2013
My work was either published or included in Mutual Fund Year Book (Annual), Mutual Fund Insight Magazine (Monthly) and Value Research Online (Website). Actively followed the trends in Mutual Fund industry for “Fund Radar” section of Mutual Fund Insight Magazine. Made the financial plan every month of different investors for “The Plan” section of Mutual Fund Insight Magazine. Also contributed to all sections of Mutual Fund Insight Magazine. My work involved co-ordinating with our CEO, other analysts, editors, designing & printing team. It also involved extensive research on the MS Excel & MS Access using the Value Research data base with great care and efficiency. My work also involved working and analyzing every category of mutual funds and mostly international funds.