Nine years after establishing Jain Investment Planner, we formed Jain Investment Advisory to offer complimentary and customized solutions to our existing clients. In 2010, we started offering Portfolio Management Schemes (PMS) to our clients. As the demand for PMS grew, we launched our own PMS by getting a license from SEBI. Through PMS, we offer customized solutions to high net worth clients which would otherwise not be available in mass products like mutual funds. From a humble beginning in 2010, we today manage eight funds with assets under management of Rs 700 crore. These funds have delivered benchmark beating returns by protecting investors wealth during every downturn. After delivering a stellar track record for five years in PMS, we took a leap of faith by launching our offshore fund christened as India Assetica Fund in 2014 which offers investment opportunities for NRIs investing in dollars. All the eight funds are managed by Vinod Jain.

Wealth Architecture - Jain Investment Advisors Pvt. Ltd.


years of foundation


distinct strategies


registered advisors


asset under management


HNI Investors