Enterprise platform
Enabling Enterprises.
From SME capital raising and corporate treasury to promoter wealth and family legacy, a single centralised platform built to power every milestone.
Enterprise platform
From SME capital raising and corporate treasury to promoter wealth and family legacy, a single centralised platform built to power every milestone.
Wealth platform
From goal-based investing and disciplined SIPs to promoter wealth and family legacy, a single centralised platform built to grow wealth with purpose.
Every hand-off is recorded from mandate to allotment.
Grounded in AMFI compliance, and strengthened by our proven 5C Framework for institutional-grade financial decision making.








Real stories from the enterprises and families we serve.
"Got it in 6 days."
Rajesh AgarwalSME Owner · SuratNeeded working capital for a new production line. One conversation, funds sanctioned within a week — no endless paperwork.
"A plan, not a worry."
Lakshmi IyerParent · BengaluruMy daughter's MBA abroad felt out of reach. Count Infinity mapped a 3-year SIP, and the goal is now fully funded.
"They just understood."
Dr. Aman KapoorConsultant · PuneSwitching from salaried to private practice was daunting. The team structured my cash flow and tax planning in a single sitting — I felt heard, not sold to.
"Finally working for me."
Sunil MenonRetiree · Chennai₹3.5Cr had been sitting idle in FDs for years. Now restructured for monthly income, with the principal left untouched.

To fuel enterprise growth and innovation through strategic financial solutions, while democratising wealth creation for promoters, professionals, and CXOs.
Our Mission is to be the financial partner of first choice for enterprises, promoters, professionals, and CXOs across 100 key business towns.
Our unique 5C approach is built to evolve with you — guiding your journey from discovery to delivery, with purpose.

Start your financial journey with solutions tailored to early-stage investors or enterprises taking the first step toward asset financialization.
Bring structure to your finances. Our tools and expertise help consolidate assets, liabilities, insurance, and investments into a coherent, decision-ready framework.
Gain access to premium, custom-curated offerings especially for you to take control of your financial future to grow and protect your enterprise & wealth.
Build and run your own path to wealth, with tools that put you in control.
Stuck at a crossroads? Let our Solution Managers decode the next steps with clarity and conviction.

Nakul Jain
CEO & Co-Founder
25 yrs · Ex MD & CEO - Paytm Payments
Ex MD & Country Head, Affluent & Branch Banking - SCB
Nakul Jain
CEO & Co-Founder
About

Saif Khan
COO & Co-Founder
25 yrs · Ex CGO - PayNearby
Ex Group President & Business Head - Private Banking
Saif Khan
COO & Co-Founder
About

Usha Venkatesan
Managing Partner
32 yrs · Ex-IndusInd, ICICI, SCB, ABN AMRO, Citibank
Usha Venkatesan
Managing Partner · Leadership
Profile details coming soon.

Ashish Kumar
Managing Partner
24 yrs · Ex-IndusInd, ICICI Bank, MCX
Ashish Kumar
Managing Partner · Leadership
Profile details coming soon.

Tanvi Puri
Senior Partner
16 yrs · Ex-Paytm Payments, SCB, HDFC Bank, ICICI Bank
Tanvi Puri
Senior Partner
About

Ipshit Bhattacharya
Senior Partner
19 yrs · Founder – Luvin.India, Ex-Yes Bank, Centrum Wealth, Anand R.
Ipshit Bhattacharya
Senior Partner · Leadership
Profile details coming soon.

Raman Shukla
Partner
18 yrs · Ex-Jefferies, MOPL, RBL, Persistent, Miles Software
Raman Shukla
Partner · Leadership
Profile details coming soon.