Bharat Jain, Manthan Research and Advisory’s founder and investment manager has brought extensive expertise as a SEBI registered investment adviser (INA 200005109) since 2016. With over 10 years at CRISIL, where he collaborated closely with hedge fund managers and covered healthcare and other sectors as both a buy-side and sell-side equity analyst, Bharat has many years of experience in equity research. His earlier roles at Ramco Cements and Govind Parikh Securities further enriched his insights into the financial markets.
Educational Background
Bharat Jain’s strong educational background underpins his investment management and advisory expertise. He earned his Bachelor of Commerce (B.Com) degree from D.G. Vaishnav College, which provided him with a solid foundation in commerce and finance. Further enhancing his qualifications, Bharat is a Chartered Accountant, certified by the Institute of Chartered Accountants of India.
In addition to his academic and professional qualifications, Bharat holds NISM Investment Adviser Level 1 and Level 2 certifications. These National Institute of Securities Markets (NISM) certifications reflect his proficiency in investment advisory services and compliance with regulatory standards.
Bharat Jain: Career Trajectory
Bharat Jain’s career journey is marked by a progressive ascent through various esteemed roles in the financial sector, culminating in his establishment of Manthan Research and Advisory.
He began his career as a Research Associate at Govind Parikh Securities, where he honed his analytical skills and gained valuable insights into equity research. Following this, he transitioned to The Ramco Cements Limited as a Senior Accounts Officer in Corporate Finance. In this role, he developed a robust understanding of corporate financial management and accounting practices.
Bharat’s career took a significant leap forward when he joined CRISIL as a Manager in Equity Research. While at CRISIL, he worked closely with hedge fund managers, buy-side research analysts, and sell-side equity analysts, covering diverse sectors, including healthcare. His decade-long experience at CRISIL equipped him with expertise in deep equity research and investment strategies.
In 2016, leveraging his extensive experience and industry knowledge, Bharat founded Manthan Research and Advisory, a SEBI-registered investment advisory firm. As the Founder and Investment Manager, he leads the firm in providing comprehensive multi-asset investment management and advisory services tailored to meet the unique needs of his clients.
Bharat’s Investment Strategy
Bharat Jain’s investment strategy centers around a comprehensive approach to multi-asset management and advisory services. Specializing in equity, fixed income, and alternative assets, Jain offers tailored solutions designed to meet diverse financial objectives:
- Equity Advisory: Jain provides personalized portfolio advisory services for direct equity investments, focusing on portfolio construction and subscription services. He also offers strategic guidance for mutual fund investments, emphasizing goal-based investment planning and integrated financial planning.
- Fixed Income / Treasury Advisory: Jain’s expertise extends to fixed-income instruments such as mutual funds, bonds, NCDs (Non-Convertible Debentures), and CDs (Certificate of Deposits). He offers portfolio advisory services in this segment, ensuring clients benefit from optimized fixed-income strategies.
- Alternative Assets: Recognizing the growing importance of alternative investments, Jain advises on Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), providing sophisticated investment avenues tailored to individual risk appetites and financial goals.
- Consulting Services: Jain conducts thorough portfolio reviews and workshops, catering to individual investors and corporate clients. His consulting services aim to enhance investment knowledge and refine strategic financial decisions.
Bharat Jain’s approach combines extensive experience in equity research with a nuanced understanding of fixed income and alternative investments, enabling him to deliver holistic investment strategies that align with the unique needs of his clients.
Conclusion
In conclusion, Bharat Jain’s profile exemplifies a journey of dedication, expertise, and leadership in the financial sector. He has consistently demonstrated his prowess in investment management. Bharat’s progressive roles at Govind Parikh Securities, The Ramco Cements Limited, and CRISIL laid the groundwork for his Manthan Research and Advisory entrepreneurial venture.
As the founder of this SEBI-registered firm, Bharat continues to provide comprehensive and tailored investment advisory services, guiding clients toward their financial goals with precision and insight. His commitment to excellence and client-centric approach positions him as a trusted and influential figure in the investment advisory landscape.
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FAQs About Bharat Jain
Who is Bharat Jain?
Bharat Jain is the founder and investment manager of Manthan Research and Advisory, a SEBI-registered investment advisory firm.
What services does Manthan Research and Advisory offer?
Manthan Research and Advisory offers multi-asset investment management and advisory services, including equity advisory, fixed income/treasury advisory, alternative assets management, and consulting services.
What certifications does Bharat Jain hold?
Bharat Jain is a chartered accountant with Level 1 and 2 certifications from NISM Investment Adviser.
When was Manthan Research and Advisory founded?
Manthan Research and Advisory was founded by Bharat Jain in 2016.
What makes Bharat Jain’s investment strategy unique?
Bharat Jain’s investment strategy is characterized by a comprehensive multi-asset approach, personalized advisory services, and a deep understanding of equity and fixed-income markets.
