Vishal Jain
Co-Founder & CEO
LinkedInA Chartered Accountant with over two decades of experience across investment banking, fund management, wealth management and family office advisory.
Meet our founders and advisors, bringing together experience, thoughtful guidance and a shared commitment to your financial journey.
Co-Founder & CEO
LinkedInA Chartered Accountant with over two decades of experience across investment banking, fund management, wealth management and family office advisory.
Co-Founder
LinkedInA qualified Company Secretary bringing over 15 years of experience in financial and corporate services, with expertise in compliance and corporate governance.
Advisor to the Board
LinkedInA Chartered Accountant with over 20 years of experience across banking, digital lending, credit strategy, trade finance and NBFC operations.
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Chartered Accountant · 21+ Years in Finance
Vishal Jain has spent over two decades turning complex financial landscapes into clear, confident wealth strategies for his clients.
A Chartered Accountant and alumnus of St. Xavier's College, Kolkata, his career spans equity research, investment banking, fund management, wealth management and family office advisory.
He has managed large investment portfolios across equity, debt, private equity and real estate, and has led fund management and treasury operations for prominent institutions and family offices.
Before founding Journey2wealth, he managed around ₹3,500 crore in treasury and family office funds across equity, debt, private equity, structured products and real estate, and led a ₹1,250 crore equity fund-raise.
Today, through Journey2wealth, he brings that institutional-grade expertise directly to individuals and families. His belief is simple: every investor deserves the quality of thinking once reserved for the ultra-wealthy.
At Journey2wealth, his vision is to deliver disciplined, research-driven and unbiased financial solutions tailored to each client's goals. His approach combines deep market expertise with a focus on long-term wealth creation, risk management and trust.
“Wealth creation is a journey. And every journey deserves the right guide.”Vishal Jain · Co-Founder & CEO, Journey2wealth Financial Services Pvt. Ltd.
Company Secretary · 15+ Years of Experience
Sonu Jain is one of the founders of Journey2wealth Financial Services Private Limited, a firm built on the belief that informed financial decisions are the cornerstone of lasting prosperity.
A qualified Company Secretary with over 15 years of experience in financial and corporate services, she brings deep regulatory expertise and rigorous professional discipline to every client engagement. Her comprehensive understanding of compliance, corporate governance and financial frameworks enables her to offer guidance that is both technically sound and strategically aligned.
Driven by a vision to democratize financial literacy, she co-founded Journey2wealth to bridge the gap between complex financial ecosystems and everyday investors, empowering individuals and businesses to navigate their financial journeys with clarity, confidence and purpose.
“A goal without a plan is just a wish. Let us help you turn your financial goals into a journey worth taking.”Sonu Jain · Co-Founder, Journey2wealth Financial Services Pvt. Ltd.
Chartered Accountant · 20+ Years of Experience
Sumit Khanna brings over 20 years of hands-on experience across banking, digital lending, credit strategy, trade finance and NBFC operations. A qualified Chartered Accountant, he has held senior leadership roles at ICICI Bank, HSBC, DBS Bank and Standard Chartered Bank, building expertise across retail lending, SME finance, corporate banking and fintech-driven credit ecosystems.
His academic pursuits include an Advanced Leadership Programme from IIM Lucknow, complemented by certifications in Blockchain, Digital Transformation in Financial Services and Trade Finance.
He brings deep expertise in credit strategy, risk management, digital transformation and operational leadership. Throughout his career, he has helped develop robust credit frameworks, forge strategic partnerships and drive innovation through technology-enabled financial solutions.
As Advisor to the Board at Journey2wealth Financial Services Private Limited, he provides strategic guidance on strengthening risk management practices, enhancing operational excellence and supporting the firm's long-term growth vision.
His industry knowledge and disciplined approach complement Journey2wealth's philosophy of delivering prudent, transparent and client-centric financial solutions. His advisory role reflects the firm's commitment to knowledge, integrity and keeping clients at the centre of every decision.