Yash Jain in

Yash Jain

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Co-Founder at Prudent Wealth Partners
📍 Pune, Maharashtra, India

Yash Jain is a Chartered Accountant and Co-Founder of Prudent Wealth Partners, where he specializes in holistic, tax-efficient financial planning for HNIs and business owners. His background includes expertise in income tax laws and investment strategies gained at Yes Bank. He is an innovator, holding a copyright for a financial record management tool.

Beyond his firm, Yash is dedicated to empowering others with financial knowledge. He serves on the Board of Studies at MIT College in Pune and conducts financial literacy workshops, reflecting his passion for education and mentoring the next generation of professionals.

Unique fact: Yash developed and holds a copyright for a proprietary Financial Record Management tool designed to simplify asset tracking and transparency for clients.

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Experience
9 Years
Current Role
Co-Founder
Job Level
Leadership
Location
Pune, Maharashtra, India
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Yash cares about

Wealth Management for HNIs
He co-founded a firm to provide holistic financial planning for High-Net-Worth Individuals, focusing on balancing growth, protection, and legacy.
Financial Literacy
He actively promotes financial education through his writing, covering topics like retirement planning, the importance of insurance, and goal-based investing to empower individuals.
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Career

Work history

4-2021
Co-Founder
Prudent Wealth Partners
12-2020
Board Member
MIT College, School of Commerce
8-2019 - 3-2021
Deputy Manager
YES BANK
8-2015 - 8-2018
Article Assistant
Rajendra K. Jain and Associates
In the press

Media appearances

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Education
Chartered Accountant
The Institute of Chartered Accountants of India
2014 - 2017
Bachelor of Commerce - B.Com
MIT School of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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