How to build an investment portfolio for diverse goals: With Srinivas Jain | SBI Funds Management

How to prepare an investment portfolio for diverse goals that will help you plan your life more effectively? Find out in this episode of Investology as Srinivas Jain (Executive Director & Chief of Strategy, SBI Funds Management Private Limited) and Abhilash Joseph (Business Head, Finity) discuss the various goals one should plan for, using a variety of effective investment vehicles available for the Indian consumer. Join us on 25th November 2021 at 5:00 PM.

About our guest speaker:
Srinivas Jain has over 27 years of experience in financial services of which around 22 years has been in asset management. Srinivas has been associated with SBI Funds Management since 2001. Prior to which he has been associated with Birla Sunlife Asset Management Company and Kotak Securities Ltd.

Srinivas Jain is currently Executive director and Chief of Strategy D&T, for SBI Funds Management, He joined SBI Funds Management in 2001. He is over all responsible for Strategy, Global business development and spearheads Sustainability, Digital & Technology initiatives for the Organization.

Srinivas Jain is known for his investment management industry knowledge and networking skills, he is an active contributor to many events in Personal Finance, Sustainable investing, Fintech, Indexing. He has been associated with the following Industry committee:

- AMFI committee on Financial Literacy (Mutual Fund Sahi Hai)
- Co Chair of Fintech Convergence Council of India ( FCC)
- Co Chair on Asian Advisory group of Climate Action 100+
- Council of IAAIF ( Indian Association of Alternative Investment Funds)

In 2017, Srinivas Jain was awarded Digital Marketer of the Year, Personal Finance & Investments by IAMAI (Internet and Mobile Association of India) and Money Control. He is also profiled amongst the top 25 Marketer in the recently released coffee table book “The Inspiration Code”

He is a commerce graduate from Bengaluru University with a cost accounting background.

About Investology:
Investology ​is Finity's new initiative that aims to educate and enlighten viewers about financial markets, investments, and more. We invite financial wizards from a wide array of financial fields to present their best ideas and insights.

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