Yash Jain

Go-getter
DISC Type : d

Co-Founder at Prudent Wealth Partners

Pune, Maharashtra, India

Overview

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.

Personality Overview

Fast-Paced

Vision Oriented

Direct & Candid

They respond well to confident salespeople.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care 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.
Holistic Financial Planning
His philosophy centers on creating comprehensive, tailored plans over generic advice, ensuring clients have clarity and confidence at every stage of their financial journey.

Media Appearances

Yash has no verified media appearances

Work History

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

Education

Chartered Accountant from The Institute of Chartered Accountants of India
2014 - 2017
Bachelor of Commerce - B.Com from MIT School of Business

More Information

Social Presence :

Prographics :

Exp : 9 Location : Pune, Maharashtra, India Job Level : Leadership Designation : Co-Founder at Prudent Wealth Partners
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Insights For Selling To Yash

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yash is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Yash

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Yash move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Yash take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Yash

Personality Compatibility


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