About Me

  • Sunil Jhaveri (MisterBond)  is a Chartered Accountant with 30 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
     
  • In his new avatar, he dons many hats for the Mutual Fund Industry : A Coach, an Author & an Advisor:
    • 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 and also on his own website
    • He has authored two books viz. “Make Your Destination a Journey to Remember –Through Financial Planning” – book for effective Investor communication and “Pearls of Financial Wisdom” – book for anyone who is involved in Mutual Fund Business
    • Together, both books have sold more than 16,000 copies
    • He has come to the rescue of both the IFA Community & AMCs in times of crisis like duration fiasco in 2013 & recent issues relating to defaults/downgrades of JSPL & Amtek Auto by penning articles on correct perspectives of these situations
    • He has spoken on behalf of the entire IFA community by bringing to the notice of Editor of Economic Times on misrepresentation of IFA interests by one of their journalists. He wrote a letter to the Editor to highlight the same
    • His entire focus & aim is to give back to the industry which has given him so much love & respect. This A2A Platform is his way of showing his gratitude; whereby he wants to Empower his IFA friends to become thinking Advisors & move away from Distribution mind set
    • He conducts workshops on behalf of AMCs for following audiences:
      • Independent Financial Advisors
      • Relationship Managers of AMCs
      • Wealth Managers  at Banks
      • Investor Awareness
      • He has successfully conducted workshops for AMCs like ICICI Prudential, Reliance , AXIS Mutual Fund, Franklin Templeton, SBI MF and some more by travelling through the length and breadth of the country