Wealth Creation

Maximize your wealth with smart, customized investment solutions.

Kapil Jain

Director, Enrichwise
IIM Gold Medalist,
Investor for 25+ Years

Portfolio Reports

Stay informed and in control with our comprehensive portfolio monitoring software.

Happy Retirement

Secure your golden years with a worry-free retirement strategy.

Children’s Future

Nurture their dreams with solid investment avenues.

Tax Saving

Optimize your savings with efficient tax planning and investment options

Our Services

At Enrichwise, our core aim is to serve our clients with dedication and integrity meet their expectations and build enduring relationship.

Welcome to Enrichwise

At Enrichwise, we combine experience, empathy, and insight to help individuals make well-considered investment choices. We understand that wealth represents freedom, security, and opportunities for your family and our role is to assist you in taking prudent steps toward those goals through mutual funds and allied financial solutions.

Founded by Kapil Jain, IIM Indore Gold Medalist, Enrichwise brings together a team of qualified professionals — CAs, CFAs, and finance specialists committed to delivering transparent and responsible distribution services. As an AMFI-registered Mutual Fund Distributor, we offer a single platform for investments, insurance, and tax-related needs, working within regulatory guidelines to make your investing journey smoother and more organized.

Years in Business
0 +
AUM
0 cr+
Clients
0 +
Countries
0 +

Invest Easy, Track Smart, Grow Steady.

Anywhere, Anytime

Download Now & Take Control of Your Investments!

Your Investments, Enrichwise App – Get It Now!

Why Choose Us

Legacy of Trust, Backed by Expertise

With over 25 years of experience and 20,000+ families guided, Enrichwise stands as one of India’s most trusted names in wealth and retirement planning.

Founder-Led, Ethically Driven

Led by IIM Indore Gold Medalist Kapil Jain, Enrichwise combines institutional wisdom with the personal touch of a boutique financial service.

Proprietary Frameworks for Every Stage

From PRAG (Protect & Grow) to JBP (Journey-Based Process) and SRP (Systematic Rebalancing Plan), our time-tested strategies ensure your money works smarter at every life stage.

Holistic 360° Financial Solutions

We integrate investments, insurance, tax, and estate planning — so your entire financial life moves in one direction: forward.

Entire Portfolio in one login

Every recommendation is tailored to your goals, risk, and timeline — never influenced by commissions or sales targets.

Technology Meets Human Insight

AI-driven analytics paired with human experience help us make sharper, faster, and more emotionally aware financial decisions.

Education Before Execution

We believe in empowering clients through knowledge — because an informed investor is a confident investor.

The Enrichwise Promise — Retire Rich, Live Wise

Our mission is simple: to help you build lasting wealth without losing peace of mind. That’s True Wealth.

TESTIMONIAL

What our satisfied

customers say

Absolutely recommended. Entire team is very much knowledgeable, active and fast. I liked their proactive nature for reviewing the portfolio. Kapil sir is just amazing. One meeting and you are all set. His team is efficient. They know their business and our requirements. Your money is safe here.

Sagar Joshi

Excellent teamwork and coordination. The return was filed on very short notice, which was a big help. Truly appreciate the prompt support. Special thanks to Mr. Kapil Jain and the entire team for their outstanding service.

Sanjay Ambure

Enrichwise Financial Services Pvt Ltd is a highly professional organisation . It has got a knowledgeable and technical savvy team that delivers prompt and high quality services . It cares for its clients . The moment a client enters their office in Thane a group of well trained people takes care of their hospitality . Hats off to Mr. Kapil Jain for nurturing such a wonderful and effective team. Best Wishes to Enrichwise Financial Services Pvt Ltd for greater success and prosperity.

A.ravindra Kumar

Review us on

TESTIMONIAL

Client Testimonials &

Trust Stories

Absolutely recommended. Entire team is very much knowledgeable, active and fast. I liked their proactive nature for reviewing the portfolio. Kapil sir is just amazing. One meeting and you are all set. His team is efficient. They know their business and our requirements. Your money is safe here.

Sagar Joshi

Excellent teamwork and coordination. The return was filed on very short notice, which was a big help. Truly appreciate the prompt support. Special thanks to Mr. Kapil Jain and the entire team for their outstanding service.

Sanjay Ambure

Enrichwise Financial Services Pvt Ltd is a highly professional organisation . It has got a knowledgeable and technical savvy team that delivers prompt and high quality services . It cares for its clients . The moment a client enters their office in Thane a group of well trained people takes care of their hospitality . Hats off to Mr. Kapil Jain for nurturing such a wonderful and effective team. Best Wishes to Enrichwise Financial Services Pvt Ltd for greater success and prosperity.

A.ravindra Kumar