---
title: "Pratik Jaju, CFA - Product Manager in Pune District | Tal"
description: "Meet Pratik Jaju, CFA, Product & Research Analyst | Axis Asset Management Company - Index Funds & ETFs| Master of Finance ('21 ), NMIMS Mumbai based in Pune District. AI stack includes claude code, gemini, and notebooklm."
image: "https://tal.club/meet/pratik-sham-jaju/share-image"
---

# Pratik Jaju, CFA on Tal

## Headline

Product & Research Analyst \| Axis Asset Management Company \- Index Funds & ETFs\| Master of Finance \('21 \), NMIMS Mumbai

## About

I believe that in the dynamic and fast\-changing world the most important thing to succeed is the ability to, "Learn, Unlearn and Relearn"\. In today’s business, a revolution has been created by analytics and in turn, altered the business environment\. Data is the defining factor that decides your business success rate\. Hello\! I am Pratik Jaju, currently working in Product & Research role in the area of Passive Investing \- Index Funds and ETFs\. Before this I have spend time at cross\-section of analytics, finance, and technology with Multi\-Act Trade & Investment in their research & analysis department\. I have pursued my Master of Finance from NMIMS, Mumbai, and have done my Bachelor in Engineering from the University of Pune\. During my journey before my master's, I was pursuing a certification course related to finance, 'CFA Institute Investment Foundation Certificate' which is introduced by the CFA Institute\. This certificate is aimed at giving people the language of the financial industry\. It gave me an idea about the financial world and what opportunities it offers\. I then took my journey forward with the CFA Program, clearing my Level I and Level II exams and enrolling in my master's program\. The coursework during that has helped me gain relevant skills and the campus involvement has allowed me to build contacts within the financial services industry\. Apart from finance, I take interest in geopolitics, sustainability, and sports\. I am also associated with CFA Society India as an affiliate member and a volunteer\. My favourite line : "Individually we are strong but together we can be fearless\! "

## Location

Pune District

## AI stack

claude code

gemini

notebooklm

Microsoft Copilot

## Work experience

Product Manager at Axis Mutual Fund, May 2025 \- Present · 1 yr 4 mos, Pune, Maharashtra, India

Health and well\-being at Career Break, Dec 2024 \- May 2025 · 6 mos, Nashik, Maharashtra, A phase of intentional reset and growth — focused on understanding and working on my health better while simultaneously preparing for CFA Level III\.

Senior Research Analyst at Motilal Oswal Asset Management Company Ltd\., Dec 2023 \- Nov 2024 · 1 yr, Mumbai, Maharashtra, India, \-Provided research insight for existing \(30\+\) products and other investment strategies, and created reports for industry and macro analysis\. Additionally, contributed to the ideation of new Index funds and ETFs\. \-Collaborated effectively with the compliance, marketing, operations, and fund management teams to ensure timely delivery of projects\. \-Conducted product trainings to the sales team, addressed client queries, and engaged in client calls while also managing extensive data sets efficiently utilising advanced Excel formulas\. \-Acquired comprehensive knowledge of index creation processes and diverse methodologies, encompassing weighting schemes, constituent selection criteria, and rebalancing techniques\. \-Led product launches and ideations in collaboration with major index providers \(NSE, BSE, Solactive\- German Index Provider\)\.

Analyst at Multi\-Act Trade & Investments, Jun 2021 \- Nov 2023 · 2 yrs 6 mos, Pune, Maharashtra, India, \- Company, Industry and Business Analysis through data analytics\. \- Assess the quality of data and perform data smoothing, aggregation, normalization, distribution on company's proprietary data and third\-party financial data\. \- Develop statistical hypothesis and quantitative strategies useful for investment management\. \- Develop quantitative models to track & analyze macro variables\. \- Identify relevant business and valuation drivers and develop models to track drivers for key sectors\. \- Prepare and present reports based on analysis, done across companies, sectors and macroeconomics\. \- Assist other Research & Data analysts to process data by understanding their requirements\. \- Document developed strategies, models and other work in comprehensive manner\. \- Develop deep understanding of various investment philosophies, research processes and analytical outputs\.

Analyst Internship at Stelios Asset Management, Apr 2020 \- Jun 2020 · 3 mos, Mumbai, Maharashtra, \-As an intern my work majorly involved working under the guidance of senior analyst and execute the day to day operations of the hedge fund\. \-I was involved into research and analytical work and in the process learnt tools like Bloomberg Terminal and e\-Signal Software\. \-The nature of work involved data mining and data modelling related to the core work of the fund\. \-Working on preparing fundamental research reports of Indian companies based on quarterly results\.

## Education

Master of Science \- MS, Finance, General, SVKM's Narsee Monjee Institute of Management Studies \(NMIMS\)

Bachelor of Engineering, Electronics and Telecommunications, Savitribai Phule Pune University

[View the original profile](https://tal.club/meet/pratik-sham-jaju)

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