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Good human relations not only bring great personal rewards but are essential to the success of any enterprise.

...JRD Tata

Company

Nine years after establishing Jain Investment Planner, we formed Jain Investment Advisory to offer complimentary and customized solutions to our existing clients. In 2010, we started offering Portfolio Management Schemes (PMS) to our clients. As the demand for PMS grew, we launched our own PMS by getting a license from SEBI. Through PMS, we offer customized solutions to high net worth clients which would otherwise not be available in mass products like mutual funds. From a humble beginning in 2010, we today manage eight funds with assets under management of more than Rs 1700 crore. These funds have delivered returns by protecting investors wealth during every downturn. After delivering a stellar track record for more than a decade in PMS, we took a leap of faith by launching our Alternate Investment Fund (CAT-III) christened as Bristlecone Equity Fund in 2023 which offers another investment opportunity for our investors.