Guiding you through life's transitions
by being your Thinking Partner
Guiding you through life's transitions
by being your Thinking Partner
About myself and the HumanFirst Financial approach
My Education and Qualifications
I, Manish Jain, am a Certified Financial Transitionist® (CeFT®) and a Certified Financial Planner® (CFP®). Both these certifications have ensured that I am trained in understanding and managing the human and technical side of money, LifeGoal discussions and effective communication. I am a member of the Financial Transitionist Institute, US and Financial Planning Standards Board, India and NetworkFP, India.
A perpetual student and a lifelong learner, I continue to up-skill myself regularly through courses and workshops and of course, constantly learning from my clients – one meeting at a time.
Based in Delhi, I am passionate about behavioural finance and investor psychology. Practicing mindfulness, listening to music and podcasts, long drives, attending physical fitness classes and an afternoon siesta are part of my work schedule.
I did my PGCBM from XLRI, Jamshedpur and am an AMFI Certified Mutual Fund Distributor. I have been a part of the financial services industry for over 20 years now.
My Approach
There are two sides to investing - the technical side and the human side. Both are important in arriving at the desired results. I focus more on the human aspect as I strongly believe that all financial decisions are based on emotions.
I take a collaborative and solution-focused approach to coaching. By working together and listening to you, I look to identifying your strengths, overcoming obstacles, and creating a plan of action to handhold you through your transition. I would like to be your thinking partner as we go through your transition.
About the work I do
My Niche
I spend a lot of time trying to understand my client before actually suggesting options. If you are looking for a quick-fix, then I'm clearly not your go-to person.
I specialize in helping people who are going through major life transitions:
- grief from loss of spouse / loved one
- partners in discord
- those looking to 'Retire Well'
Apart from this, financial literacy is something I am deeply passionate about. I love talking to people about money and finance. And you do not have to be my client to have a healthy discussion.
I conduct financial education sessions for individuals and small groups and regularly have one-on-one discussions with all of my clients. I don't have all the answers, but together we can always learn something new.
Discovery meeting
It all begins with a discovery meeting. I prefer to have a face-to-face consultation to help you determine if we are ready to work together. Once both of us feel that we're a right fit, we move ahead with the engagement.
This meeting is not about how much money you have or how much you want. It's a chat about what brings you to the table today and 'How can I help?'