Mahima Jalan

Hi everyone! Let me keep my intro simple and crisp:

- I am building a leading branding & PR agency: Sorted Brand (the name says it all)
- We have offices in the UAE and India. 
- Worked with +200 clients from India, UAE, Saudi, UK, and Australia. 
- Our clientele also includes famous entrepreneurs, VCs, Forbes 30 under 30, family business owners, and unicorn founders. (If that's a flex) 
- We offer solutions to everything in personal & company branding.  
- As a passion, I also offer a hyper-personalised 1:1 coaching to people who want to scale thier social presence. 
- I also offer training in companies for building personal or company brands. 
- Other than scaling my agency, I love content creation (100k followers across channels), networking, grabbing speaker opportunities at events, and reading books. 

Want to grow your brand? Or invite me to a panel/speaker session? Or simply network? 

Drop me a DM (I reply to almost everyone) or email me at mahimajalan.sorted@gmail.com

Founder

Building personal brand, online reputation, & PR of busy entrepreneurs/executives/startup founders. Helped over 100 clients from all over the world including unicorn founders, Forbes 30 under 30, and VCs establish a thought leadership profile on social media. Want someone who can voice your thoughts and take care of your online presence? Just drop me a message or email me at: info@sortedbrand.com

Mahima جالان

My billionaire client once gave me this golden hiring advice: 



I don't hire for salary. I hire for sleep. 

Because a bad hire means I’m up at 2 am fixing what they broke, especially when that damage touches a client relationship built over years.

His words just stayed with me forever.

5 years into running Sorted Brand across India and the UAE, the most expensive mistake I made was a cheap/affordable/in-budget hire that indirectly costed us a ₹2 lakh per month client.

In markets like GCC, where reputation travels faster than promotion, that shift can cost you more than you think. 

That experience forced me to confront an uncomfortable truth that every hire carries more than a role; they carry a responsibility.

When someone joins my team, I am handing them access to relationships built over years, strategy calls, and consistent delivery. That kind of trust cannot be listed in an offer letter, yet it is transferred the moment they start representing the brand.

And the impact of the wrong person rarely appears through small lapses in judgment, tone, and preparation & clients notice patterns before they raise a concern.

So today, I view hiring as one of the highest-stakes decisions I make for my clients, my team, and my own peace of mind. 

"We can't afford good talent" is how you guarantee you'll never be able to.

Because you're not just losing one good hire, you're choosing a slower team, higher attrition, more client churn, and a positioning that can never escape the mid-market. Great talent sets the standard. They make the brief sharper, the deck tighter, the client relationship stickier. 

One exceptional person on your team is worth three average ones, and they cost a fraction of what bad hires silently drain from you over time. Afford them first. Build around them. Everything else follows.

Do you hire the best or prefer saving costs there? 

#hiring #talent #linkedin #agency

Mahima Jalan ماهيما جالان

Family Offices, Entrepreneurs, & Leaders in GCC trust us for their branding | Content Creator | LinkedIn Top Voice | Training Personal/Company Branding to Companies | Trusted by +200 leaders from 🇦🇪🇸🇦🇰🇼🇴🇲🇮🇳🇶🇦

Meet the cuter version of our team, Sorted Brand ❤️ 

#agencylife #trend #linkedin #personalbranding 

Pooja Kukreja Divya Jain Denzil Gomes Namrata Rohira Harsh Dubey Khushi Bhagat 💎 Sohini Das Anusha Sanyal

Meet the Sorted Team 

SAN CAPITAL ADVISORS

➞ Serving as an advisor to provide an advice-based approach to financial solutions for an assigned book of business
➞ Evaluating the risk profile of the clients via gathering and evaluating data along with examining new accounts for the required papers and informing corresponding branches of any shortcoming
➞ Cross-functional coordination with the other departments ensuring efficient operations and resolving MF account queries
➞ Soliciting new and existing investments and insurance solutions from the mass affluent customer segment
➞ Reconciling clients' A/C ledgers along with developing risk profiles for clients in the General Insurance category involving Motor Insurance and Health Insurance
➞ Handling client-centric operations and guaranteeing customer satisfaction via delivery and service quality norms
➞ Providing solutions to the investors' and clients' issues as per the business requirements
➞  Meeting or exceeding established sales goals while meeting individual client needs and complying with pertinent policies and regulations
➞ Coaching/ mentoring the financial advisors to safeguard sales and operational efficiency along with the clients for online A/c
➞ Generating and updating the documents i.e. daily dashboards, weekly operating plans, monthly operational reviews
➞ Adhering to the Compliance, tracking, and action against the unauthorized business
➞ Bridging with the potential clients offering insurance deals based on their financial status, requirements, and needs, including physical condition of individual or insuring property, all to improve insurance coverage
➞ Interfacing with the stakeholders, recommending viable products & solutions, cultivating the relations with them for repeat business, and ensuring quality delivery of products to the client

Kotak Commodity Services

Risk Analyst

JM Financial Ltd

Operations Team Member

IIFL (India Infoline Group)

Branch Incharge

Angel One

Back Office Employee

eSilicon

Esiliconworld.com is the first E-commerce site from India when Amazon or Flipkart were Non-existent in India.

Customer Support Executive

Parsn Technologies Pvt Ltd

Was working as a Customer Support Engineer in the field of EPABX office systems. Was instrumental on getting things done.

Customer Support Engineer

SAN CAPITAL ADVISORS has over 15 years of experience delivering personalized financial solutions tailored to the mass affluent segment. Our team specializes in risk profiling, investment advisory, and insurance solutions, including Motor and Health Insurance. By collaborating with cross-functional departments, we ensure operational efficiency and resolve client queries effectively, empowering clients with informed financial decisions.  

Leveraging certifications from NISM, AMFI, and IRDA, we focus on creating need-based asset allocation strategies that align with individual client goals. Emphasizing precision and care, SAN CAPITAL ADVISORS remains committed to fostering financial stability through customized solutions and dedicated client relationships.

Amit Naik

Overview of the NISM (National Institute of Securities Markets) certification modules, each designed for specific fields within finance.

📘 Key NISM Modules by Field of Finance

NISM Series,Focus Area,Who It’s For Career Path / Application	

Series I: Currency Derivatives, Trading & risk management in forex markets Traders, brokers, analysts	Currency derivative trading, hedging	

Series II-A: Registrars & Transfer Agents (Corporate),Corporate securities handling RTA professionals ,Corporate registrar services.

Series II-B: Registrars & Transfer Agents (Mutual Fund) Mutual fund unit servicing RTA staff, fund ops,Mutual fund registrar operations

Series III-A: Securities Intermediaries Compliance (Non-Fund)	Compliance for intermediaries,Compliance officers	 Regulatory adherence for brokers.

Series III-C: Securities Intermediaries Compliance (Fund),Compliance for fund houses,Fund compliance teams, SEBI compliance for AMCs

Series IV: Interest Rate Derivatives	Fixed income & derivatives	Dealers, treasury staff Bond/interest rate derivative trading.

Series V-A: Mutual Fund Distributors,Mutual fund distribution	IFAs, distributors	Selling & advising on mutual funds

Series V-B: Mutual Fund Foundation	Basics of mutual funds	Beginners, students	Entry-level MF knowledge

Series VI: Depository Operations,Depository & demat services	DP staff, back-office	Handling demat accounts, settlements

Series VII: Securities Operations & Risk Management (SORM),Market operations & risk Clearing members, brokers	Risk management in trading.

Series VIII: Equity Derivatives ,Equity futures & options Traders, analysts	Equity derivative trading.

Series IX: Merchant Banking Issue management & IPOs	, MB professionals	Merchant banking, IPO handling.

Series X-A: Investment Adviser (Level 1)	Basics of advisory Entry-level advisers	Client advisory, financial planning.

Series X-B: Investment Adviser (Level 2)	Advanced advisory	Senior advisers	Portfolio management, wealth advisory.

Series XI: Equity Sales Equity sales & distribution Sales professionals	Institutional equity sales.

Series XII: Securities Markets Foundation	Introductory knowledge	Students, beginners Foundation in capital markets.

Series XIII: Common Derivatives Certification Combined derivatives Traders, analysts	Cross-market derivative trading.

Series XV: Research Analyst Equity research & analysis	Analysts, advisors Stock research, valuation.

Series XVI: Commodity Derivatives	Commodity trading	Commodity brokers	Commodity futures/options.

Series XVII: Retirement Adviser	Pension & retirement planning	Retirement planners	NPS, pension advisory.

🎯 How to Choose the Right Module

• Mutual Funds → Series V-A / V-B
• Investment Advisory → Series X-A / X-B
• Research & Analysis → Series XV
• Derivatives Trading → Series I, IV, VIII, XIII, XVI
• Compliance & Operations → Series III, VI, VII
• Merchant Banking / IPOs → Series IX
• Retirement Planning → Series XVII

Simplifying investments and protection for individuals | AMFI-registered MFD | Insurance Services

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