Manmohan Passi
Why MJ Wealth
Advisory Committee Members
Pratibha Jain,B.Tech, M.Sc., MBA
Vice Chairperson & CEO at Unfold Consultancy Pvt Ltd.
She has 16 year experience in the field of Process Management, Business Development, Portfolio Management, Investment advisory, Risk Management, Insurance Planning, Income Tax and Estate Planning including Will Preparation. She is a graduate from SMC college, AAU, Anand and done her post-graduation in Total Quality management. She is an MBA from IMT, Ghaziabad. She has Certifications with National Institute of Securities Market (NISM) and Direct Life & General Insurance Broker and Licentiate certification from Indian Institute of Insurance (III). She is an ISO 9001, 14000 expert.
Her strategic thinking and clear approach helps clients to optimize their operational and business potential creating enduring relationship with clients.She is passionate about people and being involved in assisting them achieve their goals and objectives. Delivering great advice doesn’t happen by accident. Unfold team is committed to doing all they can to help clients realize their goals and they do this by implementing processes that consistently deliver great experiences.
Sushil Jain,
CFP, MBA, FIII,JIIB
He is a management consultant with 22 years of experience in the field of company formation, Taxation, Investment advisory, financial planning, Family office, Tele Investment, Client acquisition and retention. He has specialization in Management consulting and process management, wealth management & financial planning. He is the member of Indian Institute of Banking, Financial Planning Standards Board India, Insurance Institute of India, Income tax Bar Association. He is Bachelor of Commerce (Hons.) and has Management Accounting and Taxation degree.”
His vision is to help families to become financial independent from generations to generations. He is an expert in providing guidance over Creating wealth, protecting it and generating wealth from wealth. He helps families/individuals in maintaining, growing and transferring wealth to next generations. He believes in working with the clients in chasing Client’s dreams and goals by taking care of each and every penny of clients so as to secure client’s present and future.