About Me

  • Mr Bond  is a Chartered Accountant with 29 years of experience in the finance markets
  • He together with his wife Monica Jhaveri set up MSJ Capital & Corporate Services Pvt Ltd in the year 1994 – Mutual Fund advisory practice for Institutional clients
  • His firm MSJ Capital has been a very successful advisor to some of the most prestigious corporate houses like Tatas ( Tata communication, Tata Chemicals, Tata Motors, Tata Investment Corporation, Trent ), Birla ( Hindalco) , Great Eastern Shipping, The Bombay Dyeing & Britannia Industries of Wadia Group, Vedanta Group & many more. They have  also advised many top Banks , Financial Institutions and Insurance companies
  • His comments on issues related to Mutual Funds are widely published in Economic Times, Business Standard, Financial Express and many such business papers
  • He conducts workshops for  management students as well as new recruits in an organisation on topics like “ Investing Early & Financial Planning “ & “ How to Face the Real World”. He has conducted workshops at Nirma Institute of Management & Ahmedabad Management Association, Ahmedabad, H R College, D J Sanghvi in Mumbai & at Manipal Institute, Manipal
  • In his new avatar, he dons many hats for the mutual fund industry :
    • He advises AMCs on new product ideas and repositioning of their existing schemes
    • He advises AMCs on how to create investment solutions from their existing basket of schemes
    • He has been advisors’ advisor by regularly publishing his articles in Wealthforum & on his own website
    • He conducts workshops on behalf of AMCs on some of the topics mentioned below:
      • Concepts of Debt Markets & Providing Solutions – for IFAs & Wealth advisors of banks
      •  Product & Marketing Ideas for Product Development Teams of AMCs
      • How to conduct Effective Sales Meets – Advisors to Investor Modules
      • How to Conduct Effective Sales Meets – AMC Sales Team to Advisor Module
      • Investor Awareness Programmes
        • He has successfully conducted some or all of the above workshops for AMCs like Franklin Templeton, ICICI Prudential, Reliance , AXIS Mutual Fund & some more

5 Comments

  1. yashvardhan jhaveri November 30, 2013 5:45 pm  Reply

    hi

  2. TARUN NARANG April 8, 2015 9:10 pm  Reply

    r u conducting workshops for open advisors.
    when is your next workshop. please send the details

  3. Hiren Shah June 25, 2015 7:05 pm  Reply

    Read your wonderful book “Make your destination a journey to remember” . It is very good practical financial or should I say investment advice for people of all ages and from all walks of life. Though we are active investors , I felt that I learnt a lot of new things. One small aspect that you could cover in your next edition- for people who believe in preparing individual balance sheets to have a systematic records of their assets, expenses and net worth, you should suggest a financial accounting cum portfolio management software so that the records are structured and systematic. I have been trying to convince Tally for this. I have just gone through the book and may come up with other suggestions later.

  4. Srikanth v kulkarni October 9, 2015 4:10 pm  Reply

    Sir,
    I was a participant of Axis mf program at Bangalore,. Thanks a lot for the valuable insights.
    I have a query; One of my HNI investor wants to transfer around 1 CR from the existing 2.5 Cr basket from ultra short term liquid fund to debt fund to get additional 2 or more percentage of returns. Time horizon for this investment is say two years,. Since he has sufficient money for liquidity purpose of his business,. [1.5 cr].
    Query: is it better to continue as it is [since currently he is getting around 6% post tax] or shift 1 cr to funds like axis income opp fund and dynamic bond fund and axis equity saver fund with a 35% of allocation to all these three funds,.? Kindly advice,.

  5. AMUL DUTTA December 8, 2017 8:42 am  Reply

    Yesterday attended your classroom training on sip exit strategy in holiday inn Amritsar

    Thanks

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