PJ

Pulkit Jain

Co-Founder at Wealthbucket

Pulkit Jain is the Co-Founder at Wealthbucket. Pulkit has over 4 years of experience in the banking and financial services industry. Prior to joining Wealthbucket, Pulkit worked as a Strategy Consultant-CEO Office at First Abu Dhabi Bank (FAB) where they managed strategic initiatives of CEO office for business plans related to Asia and supported the CEO office in business strategy for India and China footprint expansion. Pulkit has also worked as a Credit Analyst at Standard Chartered Bank where they were responsible for managing a portfolio of INR 1300 Mn of fund based and non-fund based working capital limits. Pulkit has also played a key role in onboarding clients with INR 300 Mn of working capital limits and helped clients in allocating surplus funds in various investment products such as fixed deposits, mutual funds (debt/equity) on an ongoing basis.

Pulkit Jain is a certified financial planner who holds a masters in wealth management from Singapore Management University. Pulkit also has an asset management degree from Yale School of Management and a family office wealth management degree from the University of St.Gallen. In addition, Pulkit Jain is a chartered accountant and they hold a B.Com (H) from Delhi University. Pulkit also has a Senior Secondary Certificate Examination - CBSE in commerce from Vishwa Bharti Public School, Noida.

Timeline

  • Co-Founder

    Current role

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