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Nariman Point · Mumbai · Since 2005

Wealth management
built around you

AMFI-registered MF distributor & SEBI-registered PMS and AIF distributor. Trusted by 1,000+ families across India and the world for over two decades.

Start a conversation → Our Services
Bandra-Worli Sea Link, Mumbai
Our Philosophy

We only recommend what we invest in ourselves.

Our family's portfolio has compounded alongside our clients' for over 30 years. When we advise you to stay invested through a market correction, we're doing exactly the same with our own capital.

Read our story →
20+
Years of expertise
Since 2005
1,000+
Families served
Across India & NRI
$100M+
Assets Managed
Since inception
50+
NRI families
Globally served
What We Do

Comprehensive wealth services for every stage of life

Mutual Funds

Goal-based SIP and lump-sum planning. Disciplined allocation across equity, debt, and hybrid strategies built around your timeline.

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PMS & AIF
Featured

Curated, high-conviction portfolios for sophisticated investors. Access to pre-IPO, private credit, and structured products through rigorously selected managers.

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NRI Services

Cross-border wealth planning, FEMA compliance, and repatriation strategy. Fully digital, we serve 50+ NRI families worldwide.

Start NRI journey →
Wealth Planning

Holistic roadmaps for your family's financial future, estate planning, succession, retirement strategy, and tax-efficient structuring.

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Family Office

Multi-generational governance, family roadmapping, and strategic philanthropy. Designed for families building lasting legacies.

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Private Equity & Alts

Access to venture capital, private equity funds, and structured real estate for investors seeking returns beyond listed markets.

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View all services →
Anilkumar and Krithik Jain, Founders of JIC Wealth
Our Founders

Two generations. One unbreakable philosophy.

Anilkumar Jain founded Jain Investment Consultancy in 2005 after witnessing first-hand how a disciplined mutual fund investment outperformed reckless speculation during the Harshad Mehta crash. He went door to door explaining SIPs when LIC policies dominated every conversation, and built a practice on patience and conviction.

Our Philosophy

"We don't just manage money, we manage relationships across generations."

Anilkumar Jain, Founder & CFP (Top 2 in India)

His son Krithik returned from Wellington Asset Management and Bayview Asset Management in Boston to expand the firm and introduce a global institutional perspective, leading to the rebrand as JIC Wealth.

Our full story →
The JIC Difference

Skin in the game, not commission in the pocket

Traditional wealth firms
× RM incentivised by commission, not your returns
× Emotional, reactive decision-making during volatility
× One-size-fits-all product recommendations
× RM focused on acquiring new clients, not managing yours
× Your money, their agenda
JIC Wealth
✓ Family portfolio aligned with every client recommendation
✓ Disciplined, cycle-tested investment framework, 20 years of data
✓ Tailored strategies for each family's goals and life stage
✓ We proactively reach out, you don't have to follow up with us
✓ Your money, managed as if it were ours
Client Stories

Trusted by over 1,000 families across India

"The right time is when you start. JIC helped us enter strategically and stay invested long enough for compounding to do its work."
Business Owner, Mumbai
Client since 2009
"What sets JIC apart is that they invest their own family's money exactly where they invest ours. That alignment removes every doubt."
Senior Executive, Delhi
NRI Client since 2015
"I came with a self-built portfolio with no clear direction. They reviewed, rebalanced, and transformed it. Completely independent, no sales agenda."
Tech Entrepreneur, Bangalore
Client since 2018
"Distance is no barrier. As an NRI in the US, onboarding, reviews, and rebalancing have all been seamless and digital."
NRI Client, United States
Client since 2020
"My parents were clients for 15 years before me. That's what legacy means, a relationship that spans generations, not just market cycles."
Young Professional, Mumbai
Second-generation client
Thought Center

Perspectives from 20 years in the market

All insights →
Market Commentary

The Cost of Waiting: Why "Perfect Timing" Destroys Wealth

Consistently investing through volatility outperforms selective timing by a wide margin. Here's why patience is your greatest investment tool.

Anilkumar Jain · April 2026 →
NRI Advisory

NRI Investing in India 2026: DTAA Changes and What They Mean

Five regulatory changes affecting NRIs investing in India in 2026, and how to navigate them intelligently.

Krithik Jain · March 2026 →
Portfolio Strategy

PMS vs. Mutual Funds: Which is Right for Your Portfolio?

A clear, unbiased comparison, when to use each, what the minimums mean, and how to think about the decision.

Krithik Jain · February 2026 →
Common Questions

Frequently asked questions

Still have questions? We're happy to talk through anything before you start.

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Why work with an advisor instead of investing directly?
+

Most investors statistically stay invested for fewer than five years, missing the power of compounding. We help clients remain disciplined through volatile periods, avoid common behavioural mistakes, and build wealth that endures. Our interests are aligned with yours: we invest the same capital we recommend to clients.

When is the right time to start investing?
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Now. Waiting for the "perfect" market entry usually costs more than any short-term volatility you're trying to avoid. We help you enter strategically, structure your portfolio for different cycles, and stay the course long enough for compounding to do its work.

Is my money safe? Where does it go?
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Your money never touches our accounts. All investments are held in your name directly with AMCs, custodians, or product providers. We guide, monitor, and manage, ensuring full transparency and safety. You have complete, independent view of every rupee at all times.

Do you serve NRI clients?
+

Yes. We currently manage portfolios for over 50 NRI families and 200+ families based outside Mumbai. Our entire process, onboarding, portfolio reviews, rebalancing, is fully digital. Distance has never been a barrier to getting good advice.

Can you review a portfolio I've already built myself?
+

Absolutely. Many clients come to us with existing portfolios. We review, rebalance, and align holdings to long-term goals, reducing overlap and improving efficiency. There's no obligation to move everything at once. Our advice is independent and free from sales-driven intent.

Begin Your Journey

Start with a conversation.

We begin by understanding your goals before recommending anything. No commitments, no pressure, just an honest conversation about your financial future.

Schedule a consultation → +91 90825 44626
Office

115, Jolly Maker Chambers II
Nariman Point, Mumbai 400 021

Phone
+91 90825 44626
Email
info@jicwealth.in
Hours

Mon – Fri: 9:00 AM – 6:00 PM IST