Utkarsh Jain, CA, CFA, FRM, CFP, LLB

  • Utkarsh Jain serves as the CEO of FinTree and holds positions on the boards of several companies. With over a decade of investment experience, he has established himself as a seasoned professional adept at navigating both Private and Public Equity Markets.
  • His expertise in private market investments has yielded consistent success, complemented by his proficiency in analyzing and investing in publicly traded securities. Utkarsh is sought after as a trusted advisor to family offices and institutions, providing strategic guidance on portfolio structuring.
  • Additionally, he collaborates with universities and academic institutions, offering expertise in curriculum design to enhance finance education standards.
  • Educationally, Utkarsh holds distinguished credentials including Chartered Accountant (CA), Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), Certified Financial Planner (CFP), along with a postgraduate degree in Commerce and a graduate degree in Law. He is deeply committed to advancing finance education standards, collaborating with universities and colleges to design undergraduate and postgraduate courses.
  • As an educator, Utkarsh’s influence extends far and wide, having trained over 100,000 individuals across various business schools and corporate platforms, including candidates pursuing CFA and FRM certifications. His online presence as a content creator on YouTube has amassed over 10 million views.
  • Beyond his professional endeavors, Utkarsh is an avid motorcycle rider and passionate traveler, having travelled more than 50 countries so far.