Thank You for visiting Enrich Wise!!! I sincerely hope that your association with us makes you a little more enriched and little more wiser in your financial journey !!!

Kapil Jain is a father to two beautiful daughters, a husband, a friend, a thinker, a dreamer, an investor who enjoys life apart from reading books with a touch of philosophy, finance, investments, management. (*Update – the Elder daughter –  Rishika Jain is now a CA and is firmly part of the Enrichwise Ecosystem) – Three generations are in one place now, which includes Kapil’s father who is a CA as well.

Kapil is a engaging speaker and well known in the industry for his talks on investing / taxation.

His popular video (where he discusses his philosophy on investing)  on youtube has crossed 1L+ views (Link –> 7 Powerful Applications for Your Investment Journey & for Salaried Employees #samjhojaano EP44)

He just loves swimming and enjoys Playing Finger style Guitar and Singing.  Good News is that He and his daughters share the same passion for music and often found jamming together on songs and music on guitar.

He is a NIT Alumni – Computer Science Engineer & MBA-Finance (Gold Medallist) from IIM-Indore. He is also an Associate Financial Planner (AFP) & founder of Enrichwise Financial Services Pvt Ltd, a boutique firm which specializes in financial planning, wealth management & investment advisory services & Taxation. He is also a CPIM certified Supply Chain Expert from US. He is founder / Director of Enrichwise Financial Services Pvt Ltd

The firm is also a Business Partner of Geojit Financial Services Ltd. The firm offers comprehensive financial services in the area of Financial Planning, Investments, Insurance Solutions, taxation and Estate Planning including Wills / Preparation.

Kapil  is an ardent follower of Warren Buffet’s principles of Value Investing. A stock market buff, he is an investor himself in the stock market for over 20 yrs+ . He believes that India has great potential ahead, and investors will reap benefits in the coming decades riding the wave of the global economy.

His  career has taken him around the globe. He has worked for Blue Chip organizations like TCS, Oracle Corporation, US , encompassing extensive Business Consulting  for implementation of Oracle Applications ERP (Expertise – Supply Chain, Manufacturing – APICS, CPIM Certified ) for Global companies like Motorola, Sony, GE, Agilent in US, Europe, Asia.  He has worked in Product Development Experience in the cornerstone planning modules of Oracle Applications Manufacturing – Advanced Supply Chain Planning at Oracle HQ, Redwood Shores, CA.

He  lived in US for around 9+ years and decided to return to India for Good in 2005. The main reason for coming back to India was to spend more time with his parents  who were growing old with the passage of time.  Looking back, the decision turned out to be good financially as he sold off his assets including his house in US just before coming back and invested in real estate and stocks in India. Well, the invisible hand did help in his decision, as we all know about the crash of housing market in US.

His ever supporting and loving wife has played a major role in his decisions and for standing by him all along. Living independently abroad, then coming to India and then living in Joint family is definitely by no means a piece of cake. It requires emotional courage and maturity. (This change IS a big decision and requires a collaborative effort of the family and children and is definitely not a easy  for most  people whom he knows, personally )……..

In India, he worked as Head – Oracle Apps, Siebel CRM & BI/DW Enterprise Solutions Practice in Datamatics Ltd.  for a brief period in India. After a successful career spanning almost 11 years in Business Consulting he decided to help his dad in the business venture of financial services in 2005/06.

He  joined his  father who is a retired Banker and a Chartered Accountant and together they started offering financial services.He has also been fairly involved in Equity Markets. He has Been involved in Research and Analysis of Equities. He is an avid reader of books related to finance. He has experience of dealing with clients & families with diverse backgrounds, from HNI’s, NRI’s, fresh graduates, young couples, retired people, especially from investing & financial planning perspective .  He has seen through the euphoria from 2005 thru 2008 and then the recession drop of 2008 / 2014 Elections  & the recent Covid Crisis of 2020.  The run up again from March of 2020 in the Equity Markets is something which has not been witnessed before.

Journey has been nothing less than exciting. And can be summed up in one word: Exhilarating…..

Contact: planner@enrichwise.com