InvestEnable is mainly into the busines of Mutual Fund and Insurance Distribution. Our goal is to work with our clients towards their financial well-being and deliver solutions tailored to their individual needs.
While Financial Freedom may mean different things to different people, our objective is to “ENABLE” our clients to take their journeys to “FINANCIAL FREEDOM”.
Great quotes convey a lot in a few words. There are three quotes which we use to drive home the principles of personal finance:
Money is a terrible master but an excellent servant. –P.T. Barnum
It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for. –Robert Kiyosaki
You must gain control over your money or the lack of it will forever control you. –Dave Ramsey
Our Journey:
The journey to help our clients achieve financial freedom started about two decades back through a consultative and interactive approach. At present, we manage assets of INR 25 crore across more than 300 plus clients accross India. We have our presence in Jamshedpur and Bangalore having both online and offline interface.
Our Services:
- Mutual Fund Distribution
- Sustainability Ananlysis
- Insurance Planning
- Financial Literacy & Wellness
Our Team
Khagesh Chandra Jha (Founder & Mentor): He is passionate about equities and has been an avid investor in equity markets for last 35 years. In the last 25 years he has been actively involved in helping people manage their investments and has been advocating that Long Term Investing as the mantra to achieve ones financial goals.
Popularly known as Jhaji in the investment community in Jamshedpur, he has been recommending Mutual Funds as one of the best vehicles for Wealth Creation. He believes that Wealth Creation has to be followed by Wealth Preservation and subsequently Wealth Transmission and has now been giving advice across two generations.
By profession he was an Engineer and his passion for investments resulted in him becoming a Mutual Fund Distributor. He has been in this role for more than 25 years. His expertise lies in Mutual Funds, Equites, Fixed Deposits and Insurance.
Sumit Jha (Founder): Sumit is a personal finance enthusiast and has been advocating the need for financial planning to his friends, relatives and colleagues. He is a Fixed Income Specialist who has worked for 12 years in the Debt Capital Markets with various companies in different capacities.
He started his career with Darashaw & Co as Fixed Income Trader and Dealer. After that he joined ICICI Securities Private Wealth Management (I-Sec PWM) as Product Manager for Fixed Income & Insurance and his desk at I-Sec PWM created a book of INR 2500 crore in Bonds & NCDs. He was also responsible for building the platform for Bonds & NCDs to be offered online to ICICI DIRECT clients in 2012. He then worked with L&T Infra Finance Ltd with their Debt Capital Markets team for sourcing and placement of Structured Credit Bonds. In his last avatar he was working with an impact-driven company called Unitus Capital as Vice President, Debt Markets and was responsible for raising debt for the social business enterprises. In his 12 years of experience he has interacted with Insurance Companies, Mutual Funds, Pension Funds, Family Offices, HNIs, Development Financial Institutes, Foreign Portfolio Investors, Impact Funds, Private Wealth Management Companies and others.
He has embarked on the entrepreneurial journey and has joined his father Mr K C Jha on the quest to provide personal finance solution to individuals. He intends to bring insights from his experience in the field of welath management and capital markets and along with his father wants to take their current practice to the next level.
He is a Commerce Graduate from Banaras Hindu University, with Post Graduation Diploma in Insurance & Risk Management from Birla Institute of Management Technology (BIMTECH) and Post Graduate Diploma in Securities Market Program from Indian Institute of Capital Markets erstwhile (UTI Institute of Capital Markets). He is a NISM certified Mutual Fund Distributor (NISM V-A Certified). He is also a Composite Insurance Agent licencsed to sell produce of a Life Insurance, a Health Insurance and a General Insurane company (passed IC-38 Exam of IRDA), Retirement Readniess Certification from CIEL, Rebalance Volatality Certification Course (RVCC) from NSE Academy & SSL Academy.
