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Our Heritage

Two Decades.
Two Generations.

A family firm built on the conviction that the best advice comes from those who walk the same path as their clients.

Anilkumar Jain, Founder & CFP, JIC Wealth
Founder

Anilkumar Jain

JIC Wealth traces its origins to the early 2000s, when the Indian markets were reeling from the Harshad Mehta crash. Like many, Anilkumar Jain lost a large portion of his stock investments in that collapse.

In the years that followed, while focusing on family responsibilities, he noticed something remarkable: a modest mutual fund investment of ₹5 lakh had grown fivefold, while most of his stock holdings had vanished. This was a turning point.

In 2005, with a seed cheque from a childhood friend, he founded Jain Investment Consultancy. At a time when LIC policies and speculative stock tips dominated conversations, he went door to door explaining the power of mutual funds.

He completed his CFP at the age of 45, ranking among the top two in India. Two decades later, his firm serves over 1,000 families and has managed more than $100M in assets, built on one mission: Never Say No.

Core Credential

CS, CFP (ranked top 2 in India), 30+ years of track record in the capital markets

Principal

Krithik Anilkumar Jain

After completing his studies in Business Administration and Finance at Northeastern University in Boston, Krithik worked at Wellington Asset Management ($2T AUM), one of the world's largest asset managers, and later at Bayview Asset Management as a Financial Analyst, a leading hedge fund based in New York City.

Surrounded by global opportunities, he chose to return to India with a clear purpose: to expand the family firm and contribute to India's capital markets. His return marked the beginning of a new chapter, Jain Investment Consultancy became JIC Wealth.

For Krithik, wealth is not just about individual gains, it is about creating legacies and preparing the next generation. He brings institutional rigour to an inherently personal practice.

Background

Wellington Asset Management · Bayview Asset Management · Northeastern University, Boston (BA Finance)

Krithik Jain, Partner, JIC Wealth
Firm Timeline

The Journey of JIC Wealth

Early 2000s
The Turning Point

After the Harshad Mehta crash, a ₹5 lakh mutual fund position grows fivefold while stock holdings vanish, planting the seed of JIC Wealth's founding philosophy.

2005
Jain Investment Consultancy Founded

With a seed cheque from a childhood friend, Anilkumar Jain founds JIC, going door to door explaining the power of SIPs in a world dominated by LIC policies and speculative tips.

2012
CFP, Top 2 in India

Anilkumar completes his Certified Financial Planner certification at 45, ranking among the top two in the nation, a credential that anchors the firm's advisory credibility. During this period, the firm was already managing more than ₹100 crore in assets.

2018 – 2023
Global Institutional Exposure

Krithik Jain joins Wellington Asset Management in Boston and later Bayview Asset Management, acquiring institutional-grade investment rigour to bring back to a family practice.

2024
JIC Wealth, A New Chapter

With Krithik Jain stepping in as the next-generation leader, JIC Wealth enters a new phase, blending legacy with a modern, global perspective. A young legacy carried forward with the same core values of discipline, patience, and alignment.

Today
1,000+ Families · $100M+ AUM

Two decades of trust, discipline, and compounding. Serving families across India and 50+ NRI families worldwide, with the same conviction as day one.

Our Core Principles

Values unchanged since 2005

01
Client-First, Always

Every family we work with has its own goals and challenges. We listen first, then build strategies designed around you, not market noise.

02
Advice You Can Trust

Credibility comes only from honesty. Every recommendation we make is unbiased, transparent, and aligned with your best interests, not commission tables.

03
Solutions That Fit

No two investors are the same. Every portfolio we build is tailored, for wealth preservation, growth, or generational legacy planning.

04
Protect Before We Grow

True wealth management begins with managing risk. We safeguard your wealth first, because growth only matters when your foundation is secure.

Get in Touch

Ready to start?

Contact us today for a personalised consultation. We begin by understanding your goals before recommending anything.

Schedule a consultation → +91 90825 44626