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Jayraj Jadhavrao

@jayrajjadhavrao

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Wealth manager at Simplicity Investing researching mutual funds and improving client workflows with AI tools.

India

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What I'm looking for

I want to grow with a company for the long term and help build it.

At Simplicity Investing, I advise and service a client book of about 100 families under the CEO, and research equity and debt mutual funds to support recommendations. I also guide clients through portfolio reviews, transactions, and service needs.

I contributed product and workflow ideas to the firm's software, including an AI-built prototype for an automated ARN change form that the team adopted and implemented. I also led the DoubleTick rollout, and use AI tools to prototype finance workflows such as a dictated mutual fund order agent and a daily market brief.

Experience

Work history, roles, and key accomplishments

Current

Researcher & Wealth Manager

Current

Simplicity Investing Pvt. Ltd.

Feb 2025 - Present (1 year 8 months)

Handle servicing for about 100 families (250+ clients, roughly ₹400 Cr AUM) across India and abroad, including the US, Europe and Japan. Research equity and debt mutual funds and prepare comparison reports supporting the CEO's recommendations.

Client Servicing Mutual Fund Research Portfolio Review Financial Modeling Wealth Management AI Tools DoubleTick WealthElite

Financial Intern

Perpendicular Maintenance Pvt. Ltd.

Jan 2022 - Aug 2023 (1 year 7 months)

Built Excel cost analyses, revenue forecasts and client quotations. Maintained records in Tally and managed billing and receivables.

Excel Tally Cost Analysis Revenue Forecasting Billing Receivables Management

Education

Degrees, certifications, and relevant coursework

University of Exeter

Master of Science, Financial Technology

2023 - 2024

Grade: Merit (GPA 3.7/4)

MSc in Financial Technology (FinTech) with Merit (GPA 3.7/4). Modules included Smart Contracts, Applied Econometrics, Programming for Business Analytics, Financial Modelling, and Behavioural Finance.

MIT World Peace University

Bachelor of Business Administration, Finance

2020 - 2023

Grade: First Class with Distinction (CGPA 8.86/10)

BBA in Finance with First Class with Distinction (CGPA 8.86/10). Modules included Security Analysis, Portfolio Management, Financial and Management Accounting.