Jain Finserv — Prateek Jain, CFP
Financial Planning for People Who
Can’t Watch the Market Every Day

Prateek Jain

AMFI Registered Mutual Fund Distributor · ARN-334668
18 years as a Chief Engineer, oil & chemical tankers

Goal-based investing for professionals, NRIs, and seafarers managing money from a distance.

Book a Call
AMFI Registered Mutual Fund Distributor (ARN-334668) 18+ Years Professional Experience Goal-Based Investing Approach
About

Engineering Precision, Applied to Money

I spent 18 years managing engine rooms on tankers — environments where a missed check costs real money and there’s no room for guesswork. I bring the same discipline to financial planning: a clear plan, followed consistently, beats chasing whatever’s hot this quarter.

As an AMFI-registered distributor, I earn through the mutual fund houses when you invest through me — not through fees you pay directly. I’ll always tell you plainly what a recommendation costs you.

A clear plan, followed consistently, beats chasing what’s hot this quarter.

Who I Help

Built for people managing money on their own schedule

01

Seafarers & Merchant Navy Officers

Long stretches at sea, limited connectivity, and irregular pay cycles need a plan that runs without you checking in daily.

02

NRIs

Investing in India from abroad, with the tax, repatriation, and compliance questions that come with it.

03

Working Professionals

Steady income, growing responsibilities, and little time to research funds or track markets yourself.

How It Works

One call to start. No obligation after it.

01

Book a call

30 minutes to understand your income, goals, and current investments — no pitch, just questions.

02

Get a plan

A written plan mapping your goals to a monthly investment number, sent for you to review on your own time.

03

Ask anything

We go through it together so every recommendation makes sense before you commit a rupee.

04

Start & review

Investments are set up in your name, with a standing check-in as your income or goals change.

Ready to see where you stand?

Book a Call

One call to start.

No obligation, no pressure — just a plan for where your money should go.

Book a Call

Scroll to Top