About

Our Mission

Help our friends, family, and investors Generate Passive Income and Create Generational Wealth for themselves, their kids, families, and loved ones to enjoy in their lifetime and beyond.

Our Vision

To be a premier resource of alternative investment strategies for friends, family, and investors which generate passive income, have a risk profile that supports capital preservation, and an exit strategy that helps create multi-generational wealth. All this, while being tax efficient allowing our backers to create a LEGACY of their own.

Our Strategy

We have a very simple yet robust strategy. Our strategy aligns our goals with those of our investors. We look at every investment we participate in using the principles outlined below. We ensure that our investments enable most, if not all, of these strategies and tactics to provide superior risk adjusted returns for our investors.

Capital Preservation (balance risk vs. reward)
Active Cashflow (passive income)
Capital Multiplication (equity multiple and compounding effect)
Tax Efficient (depreciation, deferment or gift tax strategies)
Asset Protection (creditor protection, probate and other)
Legacy Planning (life events and trusts)
Wealth Creation (amassing a fortune for generations to come)
Long Term Horizon (multi generational > 100 year vision)

Meet the Team

Meet The Team

Akash Jain, Managing Partner

Akash is a successful executive and an entrepreneur with strong business experience of over 30 years. Akash’s “Why” is his family. Coming from a middle-class family, Akash is focused on building a legacy, creating multi-generational wealth for his family, and teaching / mentoring others to do the same.

Akash has been a Real Estate investor since 1999. His investments and experience span across various asset classes including Multifamily, Retail, Land, Office, and Single Family. He has seen much success in commercial real estate and alternative investments.

An entrepreneur at heart, Akash ran multiple healthcare businesses in Dallas, TX, and had an exit in 2019. As a strategist and advisor, Akash has been an executive at companies such as Honeywell, EY, Brillio, Cognizant, Infosys, and others. He has an MBA from Kelley School of Business, Indiana University majoring in Entrepreneurship, and a Bachelor’s in Computer Engineering.

Nisha Jain, Asset Managing Director

Nisha is a physician with strong business acumen and experience of over 25 years. As a clinician, she has over 17 years of experience in Interventional Pain Management, PM&R, and Sports Medicine. She is Fellowship Trained, Board Eligible in Pain Management, and Board Certified in PM&R. She has been recognized by D Magazine as one of the top Pain Management physicians in Collin County.

She has successfully run several health care businesses including a pain management medical practice, Imaging Center and Multi-Location Med Spas.

She sold her successful medical practice of over 15 years and other healthcare business portfolio in 2019 to focus on Real Estate Investing. She is a a real estate professional and manages her and MLPs real estate portfolio.

Taran Jain, Senior Analyst – Underwriting Specialist

Taran is a graduate of Baylor University, Hankamer School of Business, where he majored in Finance, Economics, and Business Fellows, Baylor’s Business Honors Program.

He currently works as a Commercial Underwriter for Comerica Bank in Dallas, TX. He is a key part of the MLP, leading the underwriting team.

Taran spent his summer of 2022 interning with Thomson Reuters in their Corporate Finance team. He has also held an internship with The Batchery, a Berkley-based incubator for seed-stage companies. He also was a Senior Analyst for the Baylor Angel Network, where he led buy-side due diligence of seed stage to Series-A stage companies. He loves to travel and play basketball and golf in his free time. He is from Frisco, Texas.

Ricky Sharma, Senior Analyst – Investor Relations

Ricky is an incoming Senior at SMU, majoring in Public Policy and Finance with specializations in Alternative Assets and Energy Management. On campus, he is involved with the Spindletop Energy Investment Fund as a Kyle D. Miller Energy Scholar and EnCap and LCM Group Alternative Asset Management Center Program.

He is currently an intern for NGP, an energy private equity firm in Dallas, TX, where he works closely with the investor relations and valuation team. This summer he will be an investment banking summer analyst for Guggenheim Partners in Houston, TX.

In his free time, Ricky enjoys watching the Dallas Mavericks and UFC, playing basketball, and traveling. He is from Frisco, Texas.