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 qualifications and what I enjoy doing
Hi, I’m Manish Jain — a Certified Financial Transitionist® (CeFT®) and a Certified Financial Planner® (CFP®). Over the years, I’ve learnt that money isn’t just about numbers; it’s deeply connected to our emotions, life transitions, and values. My work is about helping people find clarity and confidence as they navigate both the financial and human sides of money.
I’m a proud member of the Financial Transitionist Institute (US), Financial Planning Standards Board (India), and NetworkFP (India). Being part of these communities keeps me grounded, inspired, and connected to the latest thinking in personal finance.
I see myself as a lifelong learner—always curious and always growing. I keep upskilling through courses, workshops, and, most importantly, through my clients. Every conversation teaches me something new about people, purpose, and what truly matters in life.
Based in Delhi, I’m especially passionate about behavioural finance and investor psychology—understanding how our thoughts and feelings influence our financial decisions. When I’m not working, you’ll often find me practicing mindfulness, listening to music or podcasts, going on long drives, attending fitness classes, or enjoying a peaceful afternoon siesta (an essential part of my day!).
I hold a PGCBM from XLRI, Jamshedpur, and am an AMFI Certified Mutual Fund Distributor. With over 20 years in the financial services industry, I feel grateful to do work that combines my head and heart—helping people live more intentional, balanced, and financially confident lives.
My Approach
There are two sides to investing — the technical and the human. Both are essential in achieving meaningful and lasting results. While the technical side ensures sound financial decisions, I focus deeply on the human side, because I believe that every financial decision is, at its core, an emotional decision.
My approach to coaching is collaborative and solution-focused. By truly listening and working together, we uncover your strengths, navigate challenges, and design a plan of action that supports you through every step of your transition.
I see myself as your thinking partner — someone who walks beside you, helping you gain clarity and confidence as you move through change and toward the life you envision.
About the work I do
My Niche
I spend a lot of time getting to know my clients before suggesting any financial options. Understanding who you are is far more important to me than jumping straight into the what or how.
If you’re looking for a quick fix, I’m probably not the right person for you — meaningful financial change takes time, trust, and honest conversations.
I specialize in working with people who are navigating major life transitions, such as:
- Grieving the loss of a spouse or loved one
- Partners in discord or relationship changes
- Those who wish to ReWire before they Retire and step into a new phase of life
Beyond my advisory work, financial transition literacy is something I’m deeply passionate about. I love engaging in open, judgment-free conversations about money and life — and you don’t have to be my client to have one of those conversations.
I don’t claim to have all the answers, but I truly believe that together, we can always discover and learn something new.
Discovery meeting
It all begins with a Discovery Meeting. I like to start with a relaxed, face-to-face conversation to see if we’re the right fit for each other. This isn’t a sales pitch or a numbers discussion — it’s simply an opportunity to connect and understand where you are in your journey.
This meeting isn’t about how much money you have or how much you want. It’s about exploring what brings you here today, what’s changing in your life, and most importantly, how I can help.
Once we both feel comfortable and confident that we’re aligned, we move forward together — with clarity, trust, and shared purpose.