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Your Legacy,
Our Expertise.
Navigating Wealth, Securing Futures.
Welcome to Generational Capital. As a trusted multi-family office, we empower high-net-worth families to protect and grow their wealth across generations. Think of us as your private CFOs: our experienced team, with deep global and domestic expertise, provides tailored guidance on investments, succession, and long-term planning with unparalleled care and clarity. We are committed to preserving your legacy.
Welcome to Generational Capital. As a trusted multi-family office, we empower high-net-worth families to protect and grow their wealth across generations. Think of us as your private CFOs: our experienced team, with deep global and domestic expertise, provides tailored guidance on investments, succession, and long-term planning with unparalleled care and clarity. We are committed to preserving your legacy.
Build Your Legacy
Why Choose Generational Capital?
01
Tailored Strategies
Financial plans crafted precisely for your individual goals and risk tolerance.
02
Expert Guidance
Deep market insights & extensive experience to navigate complex financial landscapes.
03
Integrated Solutions
A holistic approach covering investments, taxation, real estate, and legacy planning.
04
Unwavering Trust
Building long-term relationships based on transparency, integrity, and mutual respect.
01
Tailored Strategies
Financial plans crafted precisely for your individual goals and risk tolerance.
02
Tailored Strategies
Financial plans crafted precisely for your individual goals and risk tolerance.
03
Integrated Solutions
A holistic approach covering investments, taxation, real estate, and legacy planning.
04
Unwavering Trust
Building long-term relationships based on transparency, integrity, and mutual respect.
Our Investment Philosophy
We believe every enduring relationship is built on deep alignment—of goals, values, and mutual trust. True compatibility goes beyondnumbers; it requires a shared vision and unwavering clarity of purpose.
01
Irreplaceability
Your capital reflects a lifetime of work, sacrifice, and aspiration. We hold its irreplaceability in the highest regard and are committed to its preservation and prudent growth.
02
Survival Over Returns
For us, capital preservation isn't optional - it's foundational. Growth only matters once survival is ensured. It's not a trade-off, it's a sequence.
03
Time Rather Than Timing
Over the years, we've seen wealth created not in straight lines, but in unpredictable surges - far removed from the clean trajectories of textbook models.
As Seen In
We're proud to be recognized for our commitment to
excellence in wealth management. Our insights and
leadership have been featured by:
excellence in wealth management. Our insights and
leadership have been featured by:
We're proud to be recognized for our
commitment to excellence in wealth
management. Our insights and leadership
have been featured by:
commitment to excellence in wealth
management. Our insights and leadership
have been featured by:
CFA Society India
Our Services at a Glance
We offer a comprehensive suite of solutions
designed to address every facet of your financial well-being.
designed to address every facet of your financial well-being.
Client Success Stories
Hear what our valued clients have to
say about their experience with Generational Capital:
say about their experience with Generational Capital:
Ravi Jhunjhunwala
Promoter LNJ Bhilwara Group
“I'm impressed by the fund's vision, investment philosophy, and long-term approach. Having known Satwik Jain for many years, I can attest to his deep knowledge of Indian businesses and the economy, which enables him to consistently identify superior opportunities ahead of the market.”
Nikhil A Dalmia
Promoter Ashok Dalmia
"Generational Capital has managed my financial needs with such care that it has given me the security and confidence to make bolder investment choices. Their guidance has been invaluable in helping me take more calculated risks."
Shrey Jain
Founder & CEO SAS Online
"Generational Capital has built a relationship with me based on trust, treating me as more than just an account number. They’re not only managing my investments but also act as trusted financial advisors, always considering my risk appetite when making recommendations."
Rakul Preet Singh
Leading Indian Actor & Entrepreneur
“I would talk of the instant impact if I have to talk about the team. The energy these young individuals have is heartening to see. They have managed to add monetary and non-monetary value to my finances and the best part is, the entire process seemed effortless.”
Mrunal Thakur
Leading Indian Actor & Entrepreneur
"The expertise and strategic planning provided by Generational Capital have been instrumental in managing and growing my wealth. A trustworthy partner for any financial endeavor."
Gayatri Bhardwaj
Bollywood Actress, Miss India 2018
“Satwik & his team have become friends with our family on whom we can trust to navigate the journey towards financial freedom”
Vatsal Agarwal
Promoter Tirupati Pipes
"Finding a skilled manager like Satwik is key to successful investing. I've invested in his funds and believe that professionals like him, with a strong sense of navigation and strategy, are best equipped to uncover market alpha. My advice: trust your money with such experts"
Sanjay Saraff
Founder Annu Projects
“The GC team's passion for investing, clear thinking, and thorough research gave us strong confidence as early investors in Generational capital fund. Their consistent performance has only reinforced our trust, making it one of the best-performing funds in our portfolio."
Atul Mehrotra
Promoter Mehrotra Buildcon
"Satwik and his team consistently prioritize their clients' best interests, demonstrating deep expertise across various asset classes. They respond quickly to client needs and are always proactive with valuable suggestions.!"
Dr. D.K. Modi
Chairman of Dr. K.N. Modi Foundation
"My experience with Generational Capital has been nothing short of transformative. From day one, the team took the time to truly understand my long‑term goals and risk tolerance. Their advice wasn't just about growing assets—it was about aligning investments with values, family legacy, and life purpose."
Nikhil A Dalmia
Promoter Ashok Dalmia
"Generational Capital has managed my financial needs with such care that it has given me the security and confidence to make bolder investment choices. Their guidance has been invaluable in helping me take more calculated risks."
Shrey Jain
Founder & CEO SAS Online
"Generational Capital has built a relationship with me based on trust, treating me as more than just an account number. They’re not only managing my investments but also act as trusted financial advisors, always considering my risk appetite when making recommendations."
Ravi Jhunjhunwala
“I'm impressed by the fund's vision, investment philosophy, and long-term approach. Having known Satwik Jain for many years, I can attest to his deep knowledge of Indian businesses and the economy, which enables him to consistently identify superioropportunities ahead of the market.”
Nikhil A Dalmia
"Generational Capital has managed my financial needs with such care that it has given me the security and confidence to make bolder investment choices. Their guidance has been invaluable in helping me take more calculated risks."
Shrey Jain
"Generational Capital has built a relationship with me based on trust, treating me as more than just an account number. They’re not only managing my investments but also act as trusted financial advisors, always considering my risk appetite when making recommendations."
Rakul Preet Singh
“I would talk of the instant impact if I have to talk about the team. The energy these young individuals have is heartening to see. They have managed to add monetary and non-monetary value to my finances
and the best part is, the entire process seemed effortless.”
and the best part is, the entire process seemed effortless.”
Mrunal Thakur
"The expertise and strategic
planning provided by
Generational Capital have
been instrumental in managing
and growing my wealth.
A trustworthy partner
for any financial
endeavor."
planning provided by
Generational Capital have
been instrumental in managing
and growing my wealth.
A trustworthy partner
for any financial
endeavor."
Gayatri Bhardwaj
“Satwik & his team
have become friends
with our family on whom
we can trust to navigate the journey towards financial freedom”
have become friends
with our family on whom
we can trust to navigate the journey towards financial freedom”
Vatsal Agarwal
"Finding a skilled manager like Satwik is key to successful investing. I've invested in his funds and believe that professionals like him, with a strong sense of navigation and strategy, are best equipped to uncover market alpha. My advice: trust your money with such experts"
Sanjay Saraff
“The GC team's passion for investing, clear thinking, and thorough research gave us strong confidence as early investors in Generational capital fund. Their consistent performance has only reinforced our trust, making it one of the best-performing funds in our portfolio."
Atul Mehrotra
"Satwik and his team consistently prioritize their clients' best interests, demonstrating deep expertise across various asset classes. They respond quickly to client needs and are always proactive with valuable suggestions.!"
Meet Our Leadership
Learn more about the experienced professionals
guiding Generational Capital & shaping your financial future.
guiding Generational Capital & shaping your financial future.
Satwik Jain
Founder & Executive Chairman
Ritwik Jain
Director & SVP,
Business Development
Business Development
Vinayak Sood
CA, FAFD
Jugal Harpalani, CFA
Director - Research
Suhail Maini
AVP-Family Office
Our Latest Webinars
Gain valuable perspectives on market trends,
investment strategies, and wealth management
best practices.
investment strategies, and wealth management
best practices.
Gain valuable perspectives on market trends,investment strategies, and wealth management best practices.
Investing in Uncertain Times
Over the years, India has emerged as one of the fastest-
growing economies in the world and an attractive investment
destination driven by economic reforms and a large
consumption base.
growing economies in the world and an attractive investment
destination driven by economic reforms and a large
consumption base.
The Indian stock market has gone through a phase of volatility, driven by global uncertainties, policy changes, and upcoming elections. However, history has shown that such periods of correction often lay the foundation for the next phase of strong wealth creation.
Tools for Market Research
Growth is life”- Dhirubhai Ambani In our first post on “Moats and
Competitive Advantages,” we discussed four attributes that we
consider while evaluating investment opportunities. This post
covers the first point we laid down in our framework
Competitive Advantages,” we discussed four attributes that we
consider while evaluating investment opportunities. This post
covers the first point we laid down in our framework
Satwik Jain shares his journey in his CFA Society India's Public talk along with Tools for Market Research
Start Your Journey with Us
Ready to discuss your financial goals and explore tailored solutions? Reach out today.
