Mutual Funds by Generational Capital

Investments built around your legacy.

Expert-curated mutual fund portfolios for families who think in generations, not quarters. Goal-based, research-led and personally managed.

Our Offerings

Funds best suited for you

From your first SIP to a multi-generational portfolio, choose the category that fits your goals and risk appetite.

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Equity Funds

Large, mid, small & flexi-cap funds for long-term wealth creation.

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Debt Funds

Stable income with liquid, short-duration and corporate bond funds.

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Hybrid Funds

Balanced advantage & multi-asset funds that adapt to markets.

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Tax Saver (ELSS)

Save tax under Sec 80C with the shortest 3-year lock-in.

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Partners for the long run โ€” not just the next market cycle.

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SIP Plans

Disciplined monthly investing starting from just โ‚น500.

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International Funds

Diversify globally with US & international fund-of-funds.

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Gold & Silver

Hedge your portfolio with precious-metal ETFs and FoFs.

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Loan Against MF

Unlock liquidity without redeeming your investments.

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The GC Advantage

What you get with Generational Capital

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A plan made only for your family

  • Goal mapping for retirement, education & legacy
  • Risk profiling across every family member
  • Asset allocation aligned to your timeline
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Research-led fund selection

  • In-house screening of 1,500+ schemes
  • Focus on consistency over chasing returns
  • Periodic rebalancing to stay on track
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Wealth that lets you sleep well

  • Dedicated relationship manager
  • Transparent reporting, no hidden costs
  • Proactive alerts during market volatility
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We do the heavy lifting

  • Paperless onboarding & KYC
  • Consolidated family portfolio view
  • Capital gains & tax reports on demand
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Investment Philosophy

Principles that guide every rupee

01

Irreplaceability

We back quality businesses and fund managers with durable, hard-to-replicate advantages.

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Survival Over Returns

Protecting capital comes first. Compounding only works when you stay in the game.

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Time, Not Timing

Long holding periods and disciplined SIPs beat attempts to predict the market.

As Seen In

Generational Capital in the media

MoneycontrolThe PrintPMS BazaarEconomic TimesBusiness Standard MoneycontrolThe PrintPMS BazaarEconomic TimesBusiness Standard
Why Generational Capital

Tools that keep you in control

01

Goal Planning

Set goals for your child's education, retirement or a dream home. We calculate the right SIP and track progress every month.

Retirement 204572%

Child Education 203448%
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Family Portfolios

View every family member's investments in one consolidated dashboard โ€” across folios, AMCs and goals.

SelfEquity ยท Debt
SpouseHybrid ยท ELSS
ParentsDebt ยท Gold
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Portfolio Analysis

Get a free health check of your existing funds โ€” overlap, expense ratio, risk and under-performers flagged by our experts.

Fund OverlapModerate
Avg. Expense RatioReview
Risk AlignmentOn Track
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Clarity. Discipline. Legacy.

Share your details and a Generational Capital expert will call you within 24 hours to build your mutual fund plan.

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