Mr. Koonal Jain, the founder of the Company, has more than two decades of robust experience in the financial services horizon. With an eminent work life spanning associations with leading Banks, Financial Services Distribution and Insurance companies in the country.
A graduate from Kolkata university, he also holds a professional diploma of an Associate Financial Planning course.
Accolades and achievements are what stands testimony for the various awards he has collected for his dynamic entrepreneurship skills. He has been associated with the Company since its inception as a promoter. Responsible for the overall working of the Company, he is instrumental in making strategic decisions to drive his firm to successful pinnacles. Added to his friendly and humble nature, Koonal’s prowess lies in Relationship Management. A key attribute which has earned him trust and friendship, from his myriad associates and clients.
Koonal has been featured in print and electronic media on various occasions. A digitally savvy entrepreneur, he has also started his video channel “Money Ki Baat.” Where he talks about money matters with thought leaders of our society in an engaging format.
His organisations latest offering is “Fundastik.” A digital platform to invest in Mutual Funds and keep a track of your financial portfolio. It will not only provision financial control with ease, but wil help you digitally navigate through specific plans in unique stages of your life.
Besides his professional commitments, Koonal is an eminent individual on the socio-cultural horizon and is part of various National and International Bodies. Having assumed key leadership roles in various organisations like Round Table India, BNI, ACAE, ICBI and Lions Club, to name a few.
Apart from networking with people, Koonal enjoys Music, Movies and Reading. He spends his spare time reading motivational books and articles. An ardent sports lover, he enjoys playing cricket and chess.
