About Us

BrainPoint Investment Centre is a premier financial services company launched in 1996 with the aim of making investing simpler, more understandable and profitable. We offer personalised financial services to HNIs & ultra HNIs (both resident and NRIs), corporate houses and institutional investors among others.

At BrainPoint, we regard mutual funds as one of the best investment avenue available to satisfy any kind of investment need. We have gained expertise in analyzing mutual fund schemes, and we carry out an in-depth study considering various parameters on a regular basis.

At BrainPoint, we are education centric. Our key account managers will help you in identifying & understanding your needs and also in developing a portfolio across different asset classes commensurate to your needs. Our experts will give you a feel on the various asset classes and explain to you the risk associated with each in a simple and lucid manner. Investments made will be backed by periodic valuation reports and regular relevant information.

At BrainPoint our prime concern is to help our investors attain peace of mind on the investment front.

Our Vision

To be a credible financial services company, continuously educating investors and assisting them in creating abundant wealth.

Our Mission

In the spirit of realising our Vision we will strive to:

  • Serve our fine customers with the highest ethical standards.
  • Provide value added services keeping customer comfort and delight at the forefront.
  • Respect each customer by our deeds & not just by words.
  • Educate each and every customer about financial markets to fulfill their present needs and future dreams & above all ensuring them a sense of financial security & trust.
  • Compensate our employees with fair remunerations and meaningful benefits while providing them with the knowledge & tools needed to encourage personal & professional growth.

Celebrating 25 Years

Celebrating 25 Years of "Client First" Excellence

Do not miss to read what the Mutual Fund Industry bigwigs have to say about BrainPoint on the occasion of the company's 25th anniversary.

Jaydeep Kashikar - Director

Qualifications

  • Certified Financial Planner (CFP)
  • AMFI certified for Mutual Fund Distribution
  • Certificate in CIS Examination of the Insurance Institute of India
  • Certificate in Licentiate Examination of the Insurance Institute of India
  • Attended training at Institute of Insurance & Financial Sciences Education, Research & Training (IFSERT), Pune

Achievements

  • Inducted in the 'Hall of Fame' at CNBC-TV18's Financial Adivsor Awards 2018-19
  • Adjudged “Best Individual Financial Advisor - National (All India)” at CNBC-TV18’s Financial Advisor Awards 2009, 2010 & 2014
  • Adjudged “Best Individual Financial Advisor - West Zone” at CNBC-TV18’s Financial Advisor Awards 2008, 2009, 2010, 2013, 2014, 2016 & 2018
  • Served as Director on the board of Financial Planning Standards Board India (FPSB India) from April 2011 to March 2013
  • Adjudged “Equity Funds Champion - National (All India)” at Wealth Forum Advisor Awards 2009
  • Adjudged “Best Individual Financial Advisor - National (All India)” at Wealth Forum Advisor Awards 2009
  • Adjudged “Best Individual Financial Advisor - West Zone” at Wealth Forum Advisor Awards 2009
  • On the 'Panel of Experts' of moneycontrol.com since April '06 for a few years
  • Have been featuring regularly in several prominent dailies and magazines
  • Featured on CNBC India in the programme "Business at 8", "India Business Hour" and "Insurance Intelligence"
  • Qualified for the Million Dollar Round Table (MDRT) – TOP OF THE TABLE (TOT)* conference 2003 held in Rancho Mirage, California, USA in Oct '03
  • Qualified for the MDRT - TOT conference 2002 held in Orlando, Florida, USA in Oct '02
  • Qualified & attended the MDRT conference 2001 held at Toronto, Canada, in June 2000
  • Interviewed by BusinessWorld in April 1998 on retail distribution of investment products

* TOT is the highest honour in the Insurance sector, internationally

Media Coverage

Adjudged “Best Performing Individual Financial Advisor - Mega Cities (West)” at CNBC-TV18's Financial Advisor Awards 2017 - 18.

Adjudged “Best Performing Individual Financial Advisor - Mega Cities (West)” at CNBC-TV18's Financial Advisor Awards 2015 - 16.

Adjudged “Best Performing Individual Financial Advisor - National (All India)” at CNBC-TV18’s Financial Advisor Awards 2013 - 14.

Adjudged “Best Performing Individual Financial Advisor - West Zone” at CNBC-TV18’s Financial Advisor Awards 2013 - 14.

Adjudged “Best Performing Individual Financial Advisor - Mega Cities (West)” at CNBC-TV18's Financial Advisor Awards 2012 - 13.

Adjudged “Best Performing Individual Financial Advisor - National (All India)” at CNBC-TV18’s Financial Advisor Awards 2010.

Adjudged “Best Performing Individual Financial Advisor - West Zone” at CNBC-TV18’s Financial Advisor Awards 2010.

Adjudged “Best Performing Individual Financial Advisor - National (All India)” at CNBC-TV18's Financial Advisor Awards 2009.

Adjudged “Best Performing Individual Financial Advisor - Mega Cities (West)” at CNBC-TV18’s Financial Advisor Awards 2009.

Adjudged “Equity Funds Champion - National (All India)” at Wealth Forum Advisor Awards 2009.

Adjudged “Best Individual Financial Advisor - National (All India)” at Wealth Forum Advisor Awards 2009.

Adjudged “Best Individual Financial Advisor - West Zone” at Wealth Forum Advisor Awards 2009.

Adjudged “Best Performing Individual Financial Advisor - Mega Cities (West)” at CNBC-TV18's Financial Advisor Awards 2008.

On the 'Panel of Experts' of moneycontrol.com since April '06

Featured on CNBC India in the programme “Business at 8” & “India Business Hour” on 18th Oct ’04 Topic: Mutual Funds

Featured on CNBC India in the programme "Insurance Intelligence" on 21st Feb ’02, 31st Mar ’02, 18th Apr ’02, 17th Oct ’02 & 28th Nov ’02

Featured in Economic Times & Mid-day

An article highlighting the progress in last 6 years in investment advisory field, featured in the Maharashtra Times on 11th Nov ’02

An article highlighting the achievement of TOT featured in the Hindu Business Line on 21st May ’02

An article highlighting the achievement of TOT featured in the Indian Express on 25th Jan ’02

Interviewed by BusinessWorld in April ’98 on retail distribution of investment products