Jatin Hura – (Founder & Director)
Jatin Hura started Findependence Solution in 2016 with a sole aim of educating and helping professionals and entrepreneurs, to take on the path of Financial Independence, irrespective of the scale of their finances.
He believes his previous 10 years in the financial industry, mainly in the Mutual Fund space were an ideal foundation for his work as a financial planner. His focus is on providing comprehensive financial planning services to individuals & corporates.
Attention to detail, good listening skills and great empathy are symbols of appreciation by his clients. His motto while advising: Don’t sell anything for the sake of selling it.
Only provide those product solutions that match the need & objective of the client.
Throughout his career, Jatin has worked for India’s biggest Financial Conglomerates & MNCs such as Deutsche Asset Management a part of Deutsche Bank – Germany, Aditya Birla Sun Life Mutual Fund, Bajaj Auto Ltd, where he worked in different roles at Middle Management to Senior Management.
He has also acquired various Financial Certifications so as to provide the right Financial Advisory to his clients, some of them are Retirement Adviser Certification, Investment Adviser Certification, Mutual Fund Certification from National Institute of Securities Market. Commodities & Derivatives Market Certification with NSE. He has also acquired Certification in Advance Financial Goal Planning from American Academy of Financial Management.
Jatin has done his Masters & Bachelors in Business Administration from International Institute of Professional Studies, Indore.
He is based out of Ahmedabad, where he lives with his parents, wife and a son & is servicing clients across India & abroad.
Satyajit Mohapatra – (Managing Partner)
During Satyajit’s 17 years long and fruitful stint with various banks, he had a rich experience of managing portfolio services of UHNI which includes 1st generation and 2nd generation Promoters, SME business owners, CEO, CFO , middle management level salaried individuals.
Coveted experience to have dealt & interacted with clients for their investment and it’s objective which helped to have a well-rounded experience in wealth management and act rationally as a financial advisor.
Have advised people on asset allocation via funds and in house strategies.
Advised treasuries of companies like Godrej Cartini ,Finolex and Elantas Beck India Thermax apart from a number of startups and IT and IT es companies to name a few types of segments of industries handled in the past years.
Worked with various MNC banks like American Express, Standard Chartered Bank, Development Bank of Singapore to name a few in the capacity of investment head and advisor.
MBA from Bharti Vidyapeeth Pune University 2003.
Stays in Pune with family.