Mehul Jain, CFA — Investment Specialist · State Street Investment Management

Mehul Jain, CFA — Investment Specialist · State Street Investment Management · Bengaluru, Karnataka, India.

Direct contact

No direct contact on file for Mehul yet.

About

I fell for markets early, and I’ve spent the last ten years chasing that curiosity one step deeper at a time. I began in wealth management, advising clients directly while I studied for the CFA. I wanted to see how money decisions get made by real people with real worries. Then I moved to investment research, because I wanted to sharpen my expertise in how economics affect assets, industries and businesses. After that, I managed portfolios for UHNI families, and later worked on institutional portfolios at global scale. Somewhere in those years, small and mid cap stock selection became my core strength. In 2024 I left to build PLK Capital Advisors, a SEBI registered investment adviser, to do this the way I always believed it should be done. Clients pay us directly, and nobody else. CFA charterholder. Based in Bengaluru. Message me if you’d like to talk.

Experience

FounderCurrent
PLK Capital · Bengaluru
Nov 2025 – Present
Founded PLK Capital, a SEBI registered investment advisory for HNI and UHNI families, and run the investment side of it. I own the investment philosophy and portfolio construction: asset allocation, security and fund selection, risk management, and the ongoing review of every portfolio against each family’s objectives. Our core speciality is small and mid cap stock selection, backed by our own research
Senior Associate
State Street Investment Management · Bengaluru
Sep 2021 – Aug 2024
Part of the team managing $3 trillion in assets globally. Worked within the portfolio management team on strategy selection and index selection for institutional equity mandates, with the objective of minimising tracking error. Implemented negative screens, including ESG, climate transition and custom exclusions, to each client’s mandate.

Education