Vipul Jain, Sr. Wealth Manager at Finogent Advisory LLP, holds a Certified Financial Planning (CFP) designation and brings over three years of experience in Financial Planning and Portfolio Management. A graduate in Commerce from Delhi University, he leverages his financial expertise to facilitate the growth of his clients’ wealth. In his role, Vipul delivers strategic recommendations tailored to high-net-worth individuals and families, aligning with their financial goals and market conditions. His responsibilities include addressing clients’ day-to-day inquiries, executing portfolio recommendations, and managing portfolio rebalancing as necessary.