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SEBI-registered enterprise and wealth platform

Markets closedopens 09:15 IST

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.

Wealth platform

Powering Wealth.

From goal-based investing and disciplined SIPs to promoter wealth and family legacy, a single centralised platform built to grow wealth with purpose.

03 / GoalUpdated now

Goal progress

On track
0%Funded
Long-term goalChild's educationTarget ₹12,00,000 by 2034→ + ₹7,500 this month
Today2034
Accumulated₹5,04,000
Remaining8 years
Next SIP05 Oct
02 / ProcessingRoute verified

Order timeline

4 of 4 complete
T+1Settlement

Every hand-off is recorded from mandate to allotment.

  1. Step 01Mandate registered
  2. Step 02Order sent to AMC
  3. Step 03NAV applied
  4. Step 04Units allotted
01 / InitiatedMumbai → Delhi

SIP order

Mandate active
Monthly instructionNext debit · 05 Oct
₹5,000.00
AS
Monthly SIP₹5,000.00
MF
Direct · GrowthSample Flexi Cap Fund
✓Mandate
2Order placed
3Units
Institutional Rigor & Governance

Why Count InfinityGovernance you can trust. Built to scale.

Grounded in AMFI compliance, and strengthened by our proven 5C Framework for institutional-grade financial decision making.

AMFI Certified
120+ Years Combined Leadership
100+ Empanelled Partners Across Enterprise, Wealth and Personal Suite
6+ Locations Nationwide
Proven Impact

Built on Trust.

Real stories from the enterprises and families we serve.

"Got it in 6 days."

Rajesh AgarwalSME Owner · Surat

Needed working capital for a new production line. One conversation, funds sanctioned within a week — no endless paperwork.

₹50L+Working capital sanctioned

"A plan, not a worry."

Lakshmi IyerParent · Bengaluru

My daughter's MBA abroad felt out of reach. Count Infinity mapped a 3-year SIP, and the goal is now fully funded.

₹1.2CrGoal fully funded

"They just understood."

Dr. Aman KapoorConsultant · Pune

Switching 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.

3xCash-flow visibility improvement

"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.

₹3.5CrPortfolio restructured
About us

Our Foundation & Leadership

A winding path leading toward a sunrise skyline

Our Vision

To fuel enterprise growth and innovation through strategic financial solutions, while democratising wealth creation for promoters, professionals, and CXOs.

Our Mission

Our Mission is to be the financial partner of first choice for enterprises, promoters, professionals, and CXOs across 100 key business towns.

The 5C Framework – Navigating Wealth with Purpose

Our unique 5C approach is built to evolve with you — guiding your journey from discovery to delivery, with purpose.

The 5C Framework – Cultivate, Collate, Curate, Create, Consult
  • Cultivate

    Start your financial journey with solutions tailored to early-stage investors or enterprises taking the first step toward asset financialization.

  • Collate

    Bring structure to your finances. Our tools and expertise help consolidate assets, liabilities, insurance, and investments into a coherent, decision-ready framework.

  • Curate

    Gain access to premium, custom-curated offerings especially for you to take control of your financial future to grow and protect your enterprise & wealth.

  • Create

    Build and run your own path to wealth, with tools that put you in control.

  • Consult

    Stuck at a crossroads? Let our Solution Managers decode the next steps with clarity and conviction.

Nakul Jain

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

  • A Visionary with a Passion for Tech-Driven GrowthNakul Jain is a visionary leader who challenges limits and sets new benchmarks. With over 25 years of experience in retail banking and payments, he brings his expertise to Count Infinity Services as CEO. He plays a pivotal role in shaping the financial management ecosystem, driving technology-driven solutions, market expansion, and the development of innovative digital products. Nakul brings extensive expertise in online payments, branch banking, wealth management, retail assets, and customer acquisition. With a strong track record of establishing new verticals, expanding into new markets, and spearheading digital transformation, he has been a pivotal force in the banking and fintech sectors.
  • A Dynamic Leader with a Strategic VisionWith a career shaped by leadership roles at Standard Chartered Bank, ICICI Bank, and IndusInd Bank, Nakul excels at driving P&L ownership, sales strategy, and risk management. A people-centric leader, he seamlessly manages large cross-functional teams, balancing regulatory compliance with customer and business priorities. Beyond the corporate landscape, Nakul embraces his passion for sports, travel, and global cuisine—reflecting his adventurous spirit and broad international perspective.
Saif Khan

Saif Khan

COO & Co-Founder

25 yrs · Ex CGO - PayNearby
Ex Group President & Business Head - Private Banking

Saif Khan

COO & Co-Founder

About

  • Visionary Building Bridges to Financial InclusionA Trailblazer in Financial Empowerment, Saif Khan has dedicated over two decades to making financial services accessible to all. As the Chief Growth Officer at PayNearby, India's largest branchless banking and digital financial services network, he bridged the urban-rural divide—bringing banking, insurance, and digital payments to India's most underserved communities.
  • From Sales Dynamo to Financial PowerhouseWith a PGDBM from SCMHRD, Class of 2000, Saif's career journey began in Consumer Durables before he seamlessly transitioned to BFSI. He has worn many hats in the financial world, from direct sales and product management to leading national sales teams and large zones across 100+ branches and 1,000+ people.
  • Shaping the Future of Financial ServicesAt Yes Bank, Saif was the Country Head of Private Banking, where he designed wealth solutions for high-net-worth clients, setting new standards for excellence and scalability. With a deep understanding of digital enablement, market penetration, and business growth, he's redefining financial services for the modern era. A passionate mentor, thought leader, and fintech advocate, Saif is committed to driving convenience, accessibility, and digital transformation.
Usha Venkatesan

Usha Venkatesan

Managing Partner

32 yrs · Ex-IndusInd, ICICI, SCB, ABN AMRO, Citibank

Usha Venkatesan

Managing Partner · Leadership

Profile details coming soon.

Ashish Kumar

Ashish Kumar

Managing Partner

24 yrs · Ex-IndusInd, ICICI Bank, MCX

Ashish Kumar

Managing Partner · Leadership

Profile details coming soon.

Tanvi Puri

Tanvi Puri

Senior Partner

16 yrs · Ex-Paytm Payments, SCB, HDFC Bank, ICICI Bank

Tanvi Puri

Senior Partner

About

  • Building a stealth, compliance-first financial platform from zero-to-one.
  • Drive strategy, GTM, revenue architecture, and full-stack operating build - CRM, HRMS, digital platform, wealth-tech applications, and scalable process design.
  • Translate business intent into executable systems across tech, compliance, and client experience.
  • 16+ years across banking and fintech spanning affluent, investments, payments, and distribution. Strong bias for execution, structured scale, and sustainable unit economics.
Ipshit Bhattacharya

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

Raman Shukla

Partner

18 yrs · Ex-Jefferies, MOPL, RBL, Persistent, Miles Software

Raman Shukla

Partner · Leadership

Profile details coming soon.