Saurav Jain currently serves as the Senior Vice President and Head of Institutional Alliances for the Eastern Zone at Purnartha, a SEBI Registered Equity Investment Advisor. With a rich background in the financial services sector, he brings a wealth of expertise in retail broking, wealth...
Saurav Jain currently serves as the Senior Vice President and Head of Institutional Alliances for the Eastern Zone at Purnartha, a SEBI Registered Equity Investment Advisor. With a rich background in the financial services sector, he brings a wealth of expertise in retail broking, wealth management, and business strategy. His leadership has been pivotal in driving significant growth and establishing robust partnerships within the industry.
From 2015 to 2018, Saurav played a crucial role in laying the groundwork for Purnartha’s expansion by developing a comprehensive network of channel partners and wealth management outfits. Under his stewardship, the Assets Under Management (AUM) skyrocketed from INR 10 crores to an impressive INR 2,500 crores in just three years. This remarkable achievement underscores his proficiency in business development and revenue maximization. Saurav has successfully forged strategic alliances with prominent firms such as JM Financial, IIFL Securities, and Edelweiss Wealth, enhancing Purnartha's market presence and service offerings.
His expertise extends to portfolio management, structured products, and investment banking, making him a versatile leader capable of navigating complex financial landscapes. Saurav’s focus on relationship management and financial structuring has not only strengthened existing partnerships but also opened doors for new opportunities, particularly in the realm of start-ups and commodity investments. As he continues to spearhead institutional alliances, Saurav Jain remains committed to driving innovation and delivering exceptional value to clients and stakeholders alike.
