In a world fixated on material gain, this story on Saket Jain highlights the significance of purpose-driven success. While navigating the corporate landscape as a business executive for esteemed companies such as Airbnb, Jain realized that despite financial prosperity, something essential needed to be added to his life. This newfound awareness prompted a shift towards a heart-centered approach to wealth-building and investment. He went on to found Impact Wealth Builders and Migrate2Wealth, focusing on rewriting the narrative of finance, inclusivity, and sustainable impact.
His companies challenge the conventional emphasis on profit margins by prioritizing the well-being of investors and communities. With a portfolio exceeding $300 million in assets, Jain’s companies deliver incredible returns and allocate a portion of profits to philanthropic endeavors such as educating underserved children.
We sat down with Saket Jain to learn more about his companies.
Tell us a bit about your backstory. What led you to the creation of Impact Wealth Builders and Migrate2Wealth?
I served as a business consultant early in my career and have since worked for notable companies such as Airbnb. Although I enjoyed the intellectual stimulation and made significant money, something needed to be added to my life, and I was deeply unfulfilled. Over time, I realized that life was more than chasing money or material things. Knowing that I needed a shift, I began to explore a heart-centered approach to building wealth through investments that led me to create my companies: Impact Wealth Builders and Migrate 2 Wealth. Through my companies and the Migrate2Wealth Podcast, I aim to impact the world while providing sustainable outcomes for all stakeholders.
What differentiates your approach to finance and wealth-building in comparison to others?
The core of my work is compassionate finance. In finance, a lot of emphasis is placed on statistics and spreadsheets. Although return on investment is essential, there can be a need for more social responsibility and a lack of focus on holistic (physical, mental, spiritual) well-being.
Impact Wealth Builders and our investors have built a portfolio of over $300 million across various asset classes, consistently delivering double-digit returns. Yet, a portion and percentage of our profits return to my philanthropy: educating underserved children—a cause my investors can opt into supporting as well if they choose to.
How have your experiences and worldviews as an immigrant influenced your company?
When I set foot in the United States, I felt I was starting from scratch—no family, no friends, just a determination to build a better future. While the foundation was there, I had to construct everything from the ground up.
Through my company, I seek to provide a space where everyone feels they belong and have the resources and support they need to succeed financially and otherwise.
My experiences as an immigrant drive this fire to ensure that no one feels alone on their journey like I did.
Why do you think there is a lack of diversity and financial education?
Unfortunately, there is not enough education about financial wellness. Professionals often use complicated jargon and terminology that further alienates and intimidates people, leading them to conclude that finance or investing is complicated. In reality, it’s not. I want to create a landscape where resources to better your life are available to people of all socioeconomic backgrounds, genders, and ages. Through our company, we are making these offerings available to individuals in their wealth-building phase. We remove intimidation from it by focusing on empowering our community through access to education and personal advisors who I’ve hand-curated over the past 20 years.
Explain your position on the intersection of well-being and financial wellness. As mentioned, I needed help to fulfill my purpose.
In a bold move, my wife and I decided to leave everything and spend two years in a monastery, observing and experiencing the ways of the monks. Although the decision could seem unorthodox, it was the best learning experience of our lives. During this period, we learned from people who embody a profound sense of mindfulness and discipline. I learned how to cultivate a balanced and fulfilled life. Their teachings and wisdom have influenced my business decisions and how I approach business, wealth, challenges, triumphs, and the pursuit of my purpose.
For more information on Sakel Jain and Migrat2Wealth, visit migrate2wealth.com; for exclusive insights and investment opportunities, enroll for free at impactwealthbuilders.com