Open to opportunities

Vrraj Patel

@vrrajpatel

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CFP® financial planner building AI tools for wealth creation and retirement readiness.

India

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What I'm looking for

I’m looking for a role where I can lead goal-based financial planning and investment advisory with strong risk management—and use FinTech/AI to improve retirement outcomes, planning clarity, and long-term client trust.

I’m a CFP® certified financial planning professional focused on wealth management, investment advisory, and retirement planning. I build goal-based investment strategies by combining portfolio construction, risk management, and client relationship management with strong investment research and financial analysis.

As Founder & Owner of Jay Jalaram Financial Services, I serve 90+ clients through comprehensive financial planning, portfolio reviews, and investment assessments. I conduct 60+ portfolio reviews, run client review meetings, and support long-term wealth creation through asset allocation and mutual-fund focused recommendations.

I also bring FinTech and AI innovation to the work—developing the NIFTY 50 Generational Wave Theory research framework and building Jagruti AI, an AI-enabled financial planning platform for retirement planning, investment planning, insurance planning, and wealth management workflows.

Experience

Work history, roles, and key accomplishments

Current

Founder & Financial Planner

Current

Jay Jalaram Financial Services

Jan 2025 - Present (1 year 5 months)

Founded and leads Jay Jalaram Financial Services, providing goal-based financial planning and wealth management for 90+ clients. Conducts 60+ portfolio reviews and investment assessments, building strategies based on asset allocation, risk profiles, and retirement planning objectives.