Managing Today.
Protecting Tomorrow.
Get to Know Us
We are a team of seasoned professionals with deep experience across real estate, property management, asset management, investment banking, and financial & fractional investments.
Our team brings diverse and complementary expertise and works collaboratively with clients to solve complex strategic, capital, and transactional challenges.
We are passionate about what we do and the impact we can make, combining vast industry knowledge with hands-on execution capabilities to design, structure, and deliver solutions that create value for our clients.
Our experience spans strategy development, business execution, transaction delivery, and investment structuring, enabling us to work closely with clients as trusted advisors and partners across the lifecycle of their projects and investments.
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'We Are Professional Entrepreneurs With A Financial Soul'
KEY INTEREST AREAS
What We Do
Private Wealth Management
Asset Management
Private Equity
Equities & Derivatives
Mutuals Funds
Unlisted / Pre IPO Stocks
Alternate Debt
IndiaWealth, part of the FirstCapital Group, is an integrated wealth and asset advisory platform serving UHNI families, entrepreneurs, and institutions.
Through INDIAWEALTH, we offer disciplined wealth management, goal-based portfolio construction, and thoughtful estate and succession planning, with curated access to mutual funds, PMS, AIFs, and alternative strategies.
Through FIRST/ASSET, we extend our expertise into real assets and structured, asset-backed opportunities for end use and investments.
Together, we combine capital-markets rigour with long-term perspective to preserve wealth, enable measured growth, and support seamless inter-generational transitions.
STRATEGIC PRIORITIES
Alternative Investments
Assets & Strategies
Legacy is not merely the transfer of assets—it is the assurance of lifelong care, dignity, and financial security for dependents who may require continuous support. For families with specially abled children, this demands a framework that goes well beyond conventional estate planning.
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Through an integrated approach aligned with IndiaWealth’s philosophy, we help families design structured trust arrangements, sustainable funding plans, and clear governance systems that ensure continuity of care across generations. Our role extends into long-term stewardship, coordinating with trustees, caregivers, and advisors to maintain accountability and alignment with family intent.
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The result is a disciplined legacy framework that transforms uncertainty into enduring protection, stability, and peace of mind.
Legacy & Investment Management
For Specially Abled Children
Legacy is not merely the transfer of assets—it is the assurance of lifelong care, dignity, and financial security for dependents who may require continuous support. For families with specially abled children, this demands a framework that goes well beyond conventional estate planning.
​
Through an integrated approach aligned with IndiaWealth’s philosophy, we help families design structured trust arrangements, sustainable funding plans, and clear governance systems that ensure continuity of care across generations. Our role extends into long-term stewardship, coordinating with trustees, caregivers, and advisors to maintain accountability and alignment with family intent.
​
The result is a disciplined legacy framework that transforms uncertainty into enduring protection, stability, and peace of mind.
Digital
Wealth Infrastructure
Comprehensive Solutions
Seamless
Execution / Reporting
Comprehensive Solutions
Proven Track
Record
Comprehensive Product
Suite
Digital
Wealth Infrastructure
Seasoned Professional Team
Leading
Real Estate Distributors
Mumbai & Western India
Address
500 Terry Francine St.
San Francisco, CA 94158
Phone
123-456-7890
