We invest your money exactly where our family's money sits, with the same discipline, patience, and conviction we've compounded over 30+ years.
"We only recommend what we invest in ourselves. Our family's portfolio has compounded alongside our clients' for over 30 years."
Anilkumar Jain, Founder & CFP · JIC Wealth
Every portfolio is constructed around individual goals, time horizon, and capital profile. Asset allocation is a function of the investor, not a predefined model.
Avoiding poor decisions, unnecessary risk, and low-quality products is central to long-term outcomes. Capital preservation forms the foundation before return generation.
We evaluate a broad universe of strategies, but allocate to a select few. Manager selection is driven by process integrity, consistency across cycles, and alignment of incentives.
We invest alongside our clients across every strategy we recommend. This alignment ensures every allocation reflects our own conviction, diligence, and long-term commitment.
We invest first. Then we bring clients alongside us. Every fund we recommend is one our own family capital has committed to, evaluated through full market cycles, not just a promising pitch deck.
Mutual funds build the foundation. PMS and AIFs are the layer above, for investors with meaningful capital and a long enough horizon to let conviction compound.
Concentrated equity with a defined mandate. Direct ownership, manager-driven conviction.
Structured lending with defined yield and tenure. Capital preservation with an income premium.
Pre-IPO and growth-stage access. Long horizon, high conviction, illiquidity premium.
Institutional real estate without direct ownership. Commercial, residential, and infrastructure structures.
Structural themes including manufacturing, digital, energy, consumption, and ESG-aligned investing for values-driven capital allocation.
LRS, DTAA-efficient structures, GIFT City vehicles. For globally mobile families and NRI clients.
We evaluate a wide universe. We work with very few. The gap between what we look at and what we recommend is where our value is created.
Over 15+ years, our portfolios have compounded at ~19% annually, meaningfully outperforming broader market benchmarks through disciplined allocation and rigorous manager selection.
Illustrative / Internal Aggregated Data. Source: Internal data. Returns are time-weighted (TWRR) and aggregated across select client portfolios and strategies. Past performance is not indicative of future results. Returns may vary across investors based on time of entry, allocation, and market conditions.
We don't chase products. We don't recommend because a fund is new, well-marketed, or paying higher commissions. We recommend because we have done the work, held the position ourselves, and believe in the manager's ability to protect and compound capital across a full cycle.
When you invest in a PMS or AIF through JIC Wealth, you are not buying a product. You are joining an allocation we have already made.
Schedule a portfolio review. No obligations. Just an honest conversation about your goals and how we can help you reach them.