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INDIAN ACHIEVERS FORUM

Registered under the Society Act, 1860

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Mr. Rahul Jain

Achiever's Success Story

Slow and Steady wins the race

“When I worked in wealth management, I saw how rampant misinformation and misselling was in the industry because of lack of financial literacy. So, I decided on making financial literacy available to the masses and help them make better financial decisions.”

With this intent in mind, Rahul Jain started GR Finvisors – a boutique financial planning and services provider – in Jul-2018. He started with writing content to create awareness about better financial planning and slowly started building a clientele of people across different industries who approached him for managing their finances and investments. His prolific educational and professional background in finance helped immensely in exceeding client expectations and he was able to grow his MF AUM by 25x in just 3 years – from INR 2.2 Crores in Mar-19 to INR 51 Crores in Mar-22. He also has a monthly SIP book of INR 1.42 Crores, the highest among all individual MFDs in Udaipur. He is said to be the fastest individual Mutual Fund Distributor in Udaipur to reach a mutual fund AUM of INR 50 Crores, fastest to reach INR 1 Crore monthly SIP book and was awarded with the ‘Rising Star of Udaipur’ award in 2022.

His philosophy is ‘Slow and Steady wins the race, Steadiness being the key’. That is why his approach to each client has been consistent since the time he started. Instead of focussing on the amount of money a client wants to invest, he starts with an in-depth discussion to understand their financial goals, risk appetite and needs. Equipped with this understanding, he creates high-quality, personalized portfolios from a diverse set of financial products that perfectly match their needs. He also keeps his clients updated about the market outlook, new products and other relevant information on a regular basis. It is this focussed approach towards building long-term financial well-being for his clients that has helped him become a trusted advisor to a 500+ global clientele across 19 countries all over the world. Because of this trust, his clients happily stay with him long-term.

“Regardless of the size of the investment that a client has, my goal is to always manage their portfolio in a rightful and ethical manner. It is very fulfilling when my clients come back to thank me for helping them manage their finances. I feel really happy that I’ve been able to make a positive difference in their lives.”
It has been over 4 years and Rahul’s core focus still is to create financial awareness so that people are equipped to make more informed financial decisions. His content on this topic has got him 15,000 followers on Instagram, 12,000 on Facebook and over 20 Lakh views on Quora.

Aside from running GR Finvisors, he is enlisted as a strategic business consultant with IIFL Securities. He also takes on strategic consulting projects with various financial institutions as subject matter expert.

His vision is to make everyone financially literate and ensure his clients are financially independent much earlier than they have even imagined.

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INDIAN ACHIEVERS’ FORUM

(Registered under the Society Act, 1860)

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