What Our Clients Say

Our belief is formed on the simple premise that every individual has a different need, risk appetite, goal and a different approach towards saving and investment. That is why we focus on customized solutions with simplicity from wealth creation to wealth preservation by guiding our clients on their investment portfolios and this get the Love!

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CA RAJESH AGARWAL

We are in the business of Auditing, taxation, Consultancy and company law matters. We keep on investing our money in various financial portfolios like real estate, stock markets etc.

I had a opportunity to meet Mr. Sudhanshu Jain for more than 20 years and during the course I realized that he is a thorough professional with tremendous knowledge of his subject of Mutual Funds and also understands the need/ requirement of the customer to suggest to him the appropriate investment plans.

I finally made an investment in selected Mutual Fund plans through him and realized handsome returns on my investments.

Another best thing is that he has one of the best digital platforms and one can see the investment performance just by click of the button.

Therefore I highly recommend him to all those who are looking for the right investment and want to grow their money.

Wishing Mr. Sudhanshu Jain (CWM) & his team a great success.

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DR. HARISH MOHAN MUDGAL

Principal Medical Officer

I met Sudhanshu in 2001 for the first time introduced through my father who was his client. Is started my investments with him and it's been a great journey with him for more than two decades.

Building trust with customers is the key for any investment firm and he constantly built it over the years. I shared my short and long term goals with him and he suggested and invested my hard earned money based on that. In this pursuit I required a substantial amount back in my account based on my plans and he managed to get everything possible in my favour.

I believe in relationship and trust building more than the financial management acumen in a person, however, Mr sudhanshu has both in his strides.

I wish him and his firm all the success in life

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Mr. Mohit Jain

I have been a proud investor with Team Jain Investments for over a decade now, and my experience with them has been exemplary. One thing that truly stands out about them is their unwavering commitment to their work. Sudhanshu Ji's dedication and respect towards every investor, irrespective of their investment size, is truly commendable. He manages portfolios with great care and understanding of the value of hard-earned money, which is crucial in the investment industry. Based on his insightful suggestions, both myself and my relatives/families/friends invested in various schemes, and we have consistently reaped good returns on our investments. I highly recommend Team Jain Investments for their professionalism, integrity, and the impressive results they deliver.

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Mr Sanjay Kumar

Information Security Officeer in Cyber Security

Sudhanshu Jain (Chartered Wealth Manager) is a realiable and knowledgable Financial Advisor. He is guiding me & my family for future goals and objectives.

He regualrly keeps up-to-date on how we can tracking towards our investments and gives better suggestions when needed., With his team support and guidance, I am confident in my family's financial security.

If you are looking for how to achieve your goals professionally, then you can contact with him.

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Mr. Dishish Gupta

Industralist

I had availed Mr. Jain's expertise is assessing my financial goals, investments and insurance plans. I was satisfied with his services and would recommend him to anyone willing to avail advisory pertaining to Personal Finance & Wealth Management.

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Mrs. Preeti

I would like to express my gratitude to Mr. Sudhanshu's investment advice. I was looking for a non-aggressive Mutual Fund Porfolio which would be a better alternative to a fixed deposit. I proudly share and appreciate the services of Mr Sudhanshu Jain that after understanding my objectives and risk-taking appetite, he planned out stable Mutual Fund Investments for me & my family. I am very confident about my investment.

I highly recommended Mr Sudhanshu Jain to any individual or corporate who are looking to grow their money with the best advice and market knowledge.