Generational Capital
The Story Behind the Scene

“Stay true to yourself and listen to your inner voice. It will lead you to your dream.” ~James Ross

Founder Satwik Jain Invited to Receive Prestigious Recognition from Invesco Asset Management (India) Pvt Ltd

May 28, 2026 — Satwik Jain, Founder & Executive Chairman of Generational Capital, was honored to be invited by Invesco to receive recognition for building Generational Capital into a full-fledged multi-family office.

This acknowledgment celebrates the strong partnership developed between the two organizations, marking Generational Capital’s growth journey since its founding in January 2021, established with the aim of transforming the wealth management industry through a client-first approach and advisors with strong research expertise.

Today, Generational Capital operates as a comprehensive multi-family office, providing wealth management, investment banking, in-house PMS/AIFs, taxation, real estate, and insurance advisory to individuals and families.

Satwik Jain is recognized for identifying high-growth investments and leading the firm’s vision to protect and grow wealth.

"The current oil and geopolitics shock could add pressure on India’s trade deficit, rupee, and forex reserves." In my views on Moneycontrol, this is a reminder that macro events can move markets quickly, so quality, earnings visibility, and portfolio discipline matter even more in the current environment.

https://www.moneycontrol.com/news/business/markets/market-experts-see-pm-modi-s-call-to-cut-oil-imports-wfh-practices-as-a-prelude-to-tougher-steps-ahead-13914753.html

Best Regards,
Satwik Jain
Founder - Generational Capital
CIO - GC Investment Ventures

Satwik Jain of Generational Capital pointed to the cumulative impact of overlapping levies.“STT was introduced in lieu of long-term capital gains. Now you have both,” he said. “Add currency depreciation to that, and post-tax returns get squeezed. Even a directional signal like reducing STT would be taken very positively.”Market participants argue layered taxation combined with currency weakness is hurting risk appetite, particularly for foreign investors and active domestic traders.

Read more Satwik Jain's detailed views on Moneycontrol.

The decision to reopen subscriptions now suggests valuations may have cooled somewhat, but not enough to dispel concerns around earnings delivery and liquidity risks. Even though internal breadth indicators suggest oversold conditions, with a large part of the market still under pressure, Satwik Jain of Generational Capital reminds investors, "When sentiment resets and breadth improves alongside the index, the upside potential in these depressed stocks could be significant." The dispersion across stocks is high, with a meaningful share of the market already in correction or bear-market territory, indicating that weakness is far more widespread than index levels suggest, he added.

Read more Satwik Jain's detailed views on Moneycontrol.

In the midst of India’s booming IPO market, promoter dilution is a hot topic. I’ve shared my latest perspective on this critical governance issue with Moneycontrol:

•Promoter dilution in new-age IPOs is a natural and necessary part of growth.• It’s not a red flag as long as promoters remain fully committed to the business.

•Distinguishing between legacy family-run firms and new-age companies is vital.

•Ultimately, promoter focus and long-term commitment matter more than shareholding percentage.

Read more Satwik Jain's detailed views on Moneycontrol.

Satwik Jain share his recent views featured on Moneycontrol about Bihar’s election and its impact on growth. The continuity of the incumbent government is a strong positive for sustained economic progress.
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•Poverty has dropped from 69% to 23% in 15 years.
•Electricity consumption has tripled, and per capita income is ₹73,700.
•Bihar’s ₹58,900 crore infrastructure allocation will drive significant capex and income growth.
•These factors support strong expansion in local retail and consumption sectors.

‘Pure-play AI’ Fractal Analytics IPO grabs analyst attention on valuation stretch, exit overhang"

Satwik Jain of Generational Capital said investors will benchmark Fractal against both global AI players and domestic IT/analytics firms: “If you price it like a Palantir, you need to demonstrate the scalability of a pure product platform. If the model remains services-heavy, the market will revert to IT services-type valuations.”

🌟 RH Perennial Fund Shines! 🌟

Despite the August market downturn, the Right Horizons Perennial PMS was recognized among the Top 10 Portfolio Management Schemes in India for its consistent, long-term value creation strategy. With a focused, market cap- and sector-agnostic portfolio, Perennial continues to deliver across market cycles through selective equity investments. Wondering how Perennial navigates changing market conditions while remaining committed to long-term growth? Our investment process emphasizes discipline, research-driven stock selection, and flexibility to capture opportunities across sectors and themes.

Satwik Jain during the Alternate Investment Summit — Crystal Gazing 6.0 — held virtually on February 14–15, 2025, with over 2,000 HNIs, UHNIs, and industry professionals in attendance hosted by PMS AIF WORLD.

Satwik Jain on Moneycontrol: How India’s PMS Managers Are Bracing for the Trump Tariffs

Satwik Jain highlights that PMS managers are shifting towards domestic consumption and resilient sectors to navigate potential risks from Trump-era tariffs. Find out where the smart money is flowing.

Excited to share some great news, ending 2024 on a high note! Our fund has once again been recognized by PMS Bazaar as one of the top-performing funds in the country. Not only that, but we’re proud to report that it has maintained #1 position for 7 consecutive months in delivering stellar returns of 47% vs 9-13% for broader indices with 40% less volatility! This achievement is a testament to our rigorous research, disciplined strategies, and unwavering commitment to creating value for our investors aligned with our 30-30-30 framework, focusing on consumer, healthcare, and technology sectors with minority friendly management & clean accounting. A heartfelt thank you to our incredible team and our clients for their trust and support. Here's to continuing this momentum and setting new benchmarks!

Top category III AIFs deliver up to 9.72% returns in October

Money Control: Top 10 PMS Right Horizons Perennial

Founder, Satwik Jain shared his unique methods of stock picking and portfolio composition that led to our #AIF leading in its category in a #market struggling with #volatility and uncertainty

ET Now: AIF Tracker nearly 30 funds log positive returns in OCt

ET Now: AIF Tracker Major of the category deliver over 10% returns for ultra rich investors in Aug

Generational Capital Breakout Trust's Breakout Fund 1 gave the highest returns of 6.36 percent in August.

Extremely elated & happy to share that our listed portfolio management services strategy Right Horizons Perennial Fund has been ranked among top 10 by @moneycontrol and @pms bazaar.

We continue to focus on identifying debt free hyperscalers with minority friendly management across consumer, healthcare and technology sectors where longevity of growth is not factored in.

Generational Capital Breakout AIF recognized as best performing fund as per moneycontrol & pms bazaar in August 2024.

Our listed portfolio management services strategy has been ranked among top 10 by moneycontrol and pms bazaar in August 2024.

Recognised as top 10 Startups Wealth Management

Satwik Jain invited as a guest speaker and angel investor at Udyami, annual venture investment summit at SSCBS, New Delhi

CFA Society India invited Satwik Jain, Founder – Generational Capital, Fund Manager – RH Perennial PMS

"Satwik Jain featured in pmsbazaar-India's No 1 digital platform for alternate funds"

Satwik Jain of Generational Capital in Investing Accelerator Summit

Satwik Jain of Generational Capital | Formula for 10x in 10 years

Onboarded as exclusive Venture Partner, Venture Catalysts

"FEATURING with LearnApp about the art of picking small cap stocks:" `"Generational Capital"

Onboarded with edlightened KNOWLEDGE + MENTORSHIP = CAREER SUCCESS

Six players in Delhi NCR golf cup

Mangalorean Rigel Triumphs at Toyota IGU All India Junior Golf Championship

Key Milestones

2025

Foundation of Generational Capital with a commitment to holistic wealth management.

2025

SEBI registration as a Category III AIF, enabling diverse investment opportunities.

2025

Expansion of service offerings to include mention a key service added, e.g., Multi-Family Office

2025

A trusted partner for discerning clients seeking sophisticated financial guidance.

Generational Capital
2025 ©All rights reserved

A unit of Satwik and Ritwik Ventures Pvt. Ltd. (ARN-175193)
We Work Berger Delhi One Berger Tower, Floor 18B-104, Sector-16 B, Noida-201301,

Generational Capital Breakout Fund 1 (Category III)
Registration No.- IN/AIF3/23-24/1426

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