Our team
The same two people, every time you call.
No call centre, no rotating relationship manager. The people who made your plan are the people who review it.
Vinay B. Jain
Managing Director
Mr. Vinay Jain is an industry veteran with over two decades of experience in the finance industry. Having gone through multiple economic cycles, he has acquired sound technical knowledge with industry applications. Mr. Jain is of the philosophy that the right asset allocation and active management are the two things which turn a good mutual fund portfolio into a great one.
Om Jain
Equity Analyst
Mr. Om Jain is an economics graduate from the prestigious Gokhale Institute of Politics and Economics. He is also pursuing the CFA certification, recognised globally. He brings a research-driven approach to Imperial and believes in alpha generation through it.
Working with us
What the first meeting actually looks like.
No product pitch, no forms to sign. We ask questions, you talk, and you leave with a number attached to each of your goals.
You tell us what the money is for
Goals, timelines, and the ones you have been putting off thinking about.
We map the risks first
Cover, emergency corpus, concentration, liquidity — before any scheme is discussed.
You get the plan in writing
Allocation, contributions and review dates. What you do with it is your call.