Pulkit Jain Cfa

Pulkit Jain, CFA, CFP has a strong background in financial services and management, with experience in various roles and companies. Pulkit is currently serving as an Associate Vice President at Sanctum Wealth Management since November 2019. Prior to this, Pulkit worked as a Strategy Consultant-CEO Office at First Abu Dhabi Bank (FAB) from January 2019 to June 2019, where they managed strategic initiatives for business plans in Asia and supported the CEO office in expanding their footprint in India and China. Before that, they were a Credit Analyst at Standard Chartered Bank from October 2015 to May 2018, where they managed a portfolio of working capital limits and assisted relationship managers in client onboarding and transaction structuring. Pulkit also worked as a Financial Services Consultant at a financial consulting firm and as an Audit Manager at Oswal Sunil and Company, Chartered Accountants, where they handled audits for clients with turnovers exceeding INR 5 billion. Pulkit also gained experience as a Management Trainee in Treasury at Religare, and as an Industrial Trainee at HCL Technologies. Pulkit completed their Articleship (Internship) in Chartered Accountancy at Rajiv Jain and Company, Chartered Accountants.

Pulkit Jain, CFA, CFP has a diverse educational background. Pulkit began their education by completing their Senior Secondary Certificate Examination in Commerce at Vishwa Bharti Public School in Noida from 1999 to 2008. Pulkit then pursued a Bachelor of Commerce (Honours) degree at Delhi University, graduating in 2011.

In 2008, Pulkit Jain also started their Chartered Accountancy journey at The Institute of Chartered Accountants of India, completing the program in 2012.

Pulkit Jain continued to enhance their knowledge and skills by pursuing further education in finance and wealth management. From 2018 to 2019, they attended Singapore Management University, where they obtained a Masters in Wealth Management with a focus on Wealth Management and Asset Management.

In 2019, Pulkit Jain participated in two additional educational programs related to their field. Pulkit attended Yale School of Management, specializing in Asset Management. Pulkit also attended the University of St.Gallen, specializing in Family office Wealth Management.

In 2021, Pulkit Jain pursued certification as a Certified Financial Planner (CFP) from FPSB India. Additionally, they have an ongoing affiliation with the CFA Institute, further demonstrating their commitment to professional development in the finance industry.