Karishma J.

Co-Founder | Chartered Accountant | Certified Financial Planner (CFP CM)
Specialization: Wealth Management, Financial Planning, Women-Centric Investing, Behavioral Finance

Karishma Jain is the Co-Founder of BullsVision™ Fintech India, a firm exclusively serving doctors with personalized wealth strategies, and FinVantra™, an algorithm-driven investment strategy platform delivering passive income through market-tested trading systems.

A Chartered Accountant by qualification and a Certified Financial Planner (CFP) by passion, Karishma brings over 12 years of rich experience in investment planning, tax structuring, and financial well-being advisory. Her deep expertise lies in helping working professionals—especially women and medical practitioners—gain clarity, confidence, and control over their finances.

What makes Karishma stand out is her empathetic approach rooted in financial therapy, behavioral insights, and a commitment to long-term wealth creation through tactical asset allocation, goal-based planning, and risk-managed strategies.

She is also the driving force behind several financial literacy initiatives on Instagram and YouTube, where she simplifies complex investment ideas into easy-to-understand bilingual content (Hindi + English) for the modern Indian investor.

🧩 Core Competencies
Investment Planning & Asset Allocation

Mutual Fund & PMS Advisory

Tax Planning & Wealth Structuring

Financial Therapy for Women Professionals

Trading Psychology & Risk Mitigation

Passive Income via Algorithmic Strategies (FinVantra Turbo™)

💬 Philosophy
"Money decisions are not just math—they’re emotions, relationships, and life goals wrapped in numbers. I help people decode both."