Private Wealth & Investment
Management Solutions
Building a legacy that reflects your values and stands the test of time
"Your objectives define your success. We create personalized wealth management plans that address your distinctive needs and ambitions, wherever life takes you.
At the heart of our service is your vision. We go beyond mere numbers to build wealth strategies tailored to your unique goals"
Customized Wealth Management
Our wealth management services are crafted around your unique journey.
Discover bespoke wealth solutions designed to meet your specific needs.
Businesses & Entrepreneurs
Your investment journey can be complex and deserves more than standard solutions. We partner with you to create forward-looking strategies aligned to your goals, values, and life stage. From growing investments to protecting wealth and planning ahead, we go beyond products, combining personalized advice, disciplined portfolios, and insight into Indian markets to help you make confident decisions today and for the long term, confidently.
CXOs &
Professionals
Your time is limited and your financial life is complex. We help senior executives and professionals navigate equity compensation, concentrated stock positions, multi-asset portfolios, taxation, and retirement planning with clarity and precision. Our approach integrates goal-based planning, disciplined investments, and risk management to align wealth with career milestones, lifestyle needs, and legacy objectives—so your money works as hard as you do.
Personal & Retail Investors
Significant wealth brings important choices. Our private wealth management is built for individuals and families who need a strategic, highly personalized approach. We work closely with you to structure, grow, protect, and transfer wealth across generations. Through tailored strategies, sound governance, and thoughtful succession and legacy planning, we provide clarity and discretion to navigate complexity and create durable, meaningful value over time, confidently.
Specially Abled Children
Investment & Legacy Management
It is about love, responsibility, and the promise of lifelong security. We help families create a future where their child is cared for with dignity—emotionally, medically, and financially—even when they are no longer around. Our focus is simple: lasting protection, dependable support, and peace of mind for parents who never stop caring.
Key Features & Benefits
-
Secure lifelong care, dignity, and financial protection
-
Create a clear plan for guardianship and caregiving
-
Provide for medical, education, and living expenses
-
Set up special needs trusts and structured investments
-
Preserve eligibility for relevant benefits and support schemes
-
Plan succession, inheritance, and asset transfer efficiently
-
Build contingency reserves for unexpected needs
-
Ensure peace of mind that your child will be cared for always
Women Investors
Financial Independence For Women
Financial independence empowers choice, confidence, and control. Our investment management approach is designed to support women at every stage of their financial journey.
We work with you to build, grow, and protect wealth through personalised strategies aligned with your goals and priorities. From disciplined investing and risk management to long-term planning, we provide clarity, guidance, and partnership—so you can make informed decisions and shape a secure, independent financial future.
Services
Provide a general description of the items below and introduce the services you offer. Click on the text box to edit the content.
Wealth Management
Wealth is most powerful when aligned with your life goals. At FirstCapital, we deliver customised wealth and investment management by understanding your complete financial picture and crafting personalised strategies to grow, protect, and preserve wealth—helping you navigate life’s changes with clarity, confidence, and purpose.
Estate Planning
Legacy is more than transferring wealth—it is about securing your family’s future with clarity and care. At FirstCapital, we design thoughtful legacy and estate plans that protect loved ones, support specially abled dependents, and ensure continuity for business families—preserving assets, values, and peace of mind across generations.
Life Focused Investing
Goal-based investing links your wealth directly to life’s most important milestones. At FirstCapital, we move beyond chasing returns to create structured investment strategies for education, retirement, homes, and legacy—giving Indian families clarity, discipline, and confidence to fund goals across generations and changing life stages.
Comprehensive Investment Suite
Our platform gives you access to a broad universe of investment solutions, ranging from simple starter options to advanced strategies. You can build and manage your entire wealth journey in one place, with the depth and flexibility to match your goals and risk appetite.
Equities / Derivatives
​Equities and Derivatives trading with efficient execution to capture market opportunities.
Mutual Funds
Expertly curated funds providing structured exposure to equities and debt.
Unlisted Shares / Pre IPO
Access early and emerging growth opportunities beyond listed markets.
Alternate Debt
Earn income through non-traditional debt opportunities with defined structures.
AIF / PMS
Tailored portfolio management for investors seeking engaged, dynamic investment approach.
Real Estate
Diversify your portfolio through specialised and sophisticated investment strategies.