Kapil Jain brings over two decades of rich experience in the financial industry, combining analytical depth with a human-centered approach to wealth creation. An investor with 25+ years of market experience, Kapil holds a Computer Science Engineering degree from NIT and an MBA (Finance) Gold Medal from IIM Indore. His ability to integrate technology, behavioural finance, and market insights forms the backbone of Enrichwise’s philosophy.
A thought leader and author (author of “Against All Odds”), Kapil distills decades of real-world market experiences into timeless lessons on resilience, discipline, and long-term investing. His expertise spans equity research, asset allocation, taxation, wealth strategies, portfolio construction, and holistic financial solutions. Under his leadership, Enrichwise has grown into a trusted institution built on integrity, transparency, and long-term thinking.
“Thank you for visiting Enrichwise. My hope is that every interaction with us helps you feel more confident, more empowered, and more enriched on your financial journey.”
Beyond his professional identity, Kapil is a father to two daughters, a husband, a lifelong learner, a thinker, and a student of the markets. He enjoys swimming, reading, fingerstyle guitar, and singing passions he often shares with his daughters.
Kapil’s 300 Vision: To impact over 300 Indian families every year with disciplined, transparent, and goal-driven financial planning that supports multi-generational prosperity.
Kapil’s elder daughter, Rishika Jain, brings the strength of the next generation to Enrichwise.
A qualified Chartered Accountant and a CFA candidate, she contributes global-level analytical expertise, disciplined research, and modern financial thinking to the organisation.
Kapil joined his father, a retired banker and Chartered Accountant, to build a values-driven financial services practice. What started as a father-son initiative has now evolved into Enrichwise Financial Services Pvt. Ltd., serving thousands of families, HNIs, NRIs, and working professionals globally.
His market experience spans major cycles from the highs of 2005–08 and the 2008 crisis, to demonetisation, GST, global recessions, the 2020 pandemic, and the record recovery that followed. Through all of it, he has remained rooted in long-term, disciplined investing backed by practical experience and deep research.
Kapil is also a widely recognised speaker; his investment philosophy video has crossed 100,000+ views on YouTube.
Kapil returned to India in 2005 to be closer to his aging parents, a personal decision that also became a financial turning point. Selling his US assets before the housing crash and reinvesting in India proved transformational. His wife, Shobhna Jain, has been a constant pillar of support, helping Kapil transition from a life abroad into a meaningful, family-driven entrepreneurial journey.
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AMFI Registered Mutual Funds Distributor | ARN-87145 | Initial Registration: 10/10/2012 | Validity: 04/12/2027
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