CA Swaraj Jain in

CA Swaraj Jain

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Founder at Finvestera
📍 Maharashtra, India

Swaraj Jain is a Chartered Accountant and entrepreneur who founded Finvestera with the mission to simplify personal finance. Holding a CWM designation and an MBA in Fintech from BITS Pilani, he has grown his educational platform to over 350, 000 social media followers, focusing on holistic wealth coaching and goal-based financial planning.

Beyond his professional endeavors, Swaraj centers his content on the intersection of finance and major life events. He often reflects on how personal relationships and key decisions, such as choosing a partner or planning for a child, are the most significant financial choices one can make, emphasizing wealths role in personal well-being.

He once received a health insurance claim for his childs birth that was larger than the actual hospital bill, a testament to his expertise in financial planning.

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Experience
4 Years
Current Role
Founder
Job Level
Leadership
Location
Maharashtra, India
Personality Overview

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Priorities

Topics CA cares about

Financial Independence
His stated mission is to help people achieve financial freedom by making personal finance accessible and understandable through his platform, Finvestera.
Fintech Education
With an MBA in Fintech, he leverages social media to educate over 350, 000 followers, translating complex financial topics into actionable advice.
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Career

Work history

9-2023
Founder
Finvestera
4-2021
Content Creator
Finvestera
2-2022
Group CFO
New Era Adhesive & Sealants Pvt Ltd
In the press

Media appearances

5 Things to do before 31st March 2024 | CA Swaraj Jain | Finvestera. Featured in YouTube
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Education
1-2016 - 4-2020
Education details unavailable
The Institute of Chartered Accountants of India
2016 - 2019
Bachelor of Commerce - BCom
North Maharashtra University
Social presence
in
Behavioral profile

DISC profile (public)

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