Your Legacy,
Our Expertise.
Our journey began with a clear vision: to empower individuals and families to
build and preserve wealth across generations. Founded on principles of
integrity, foresight, and personalized service, Generational Capital emerged as a
beacon in the financial advisory landscape. From our inception as a SEBI-
registered Category III AIF, we've consistently focused on delivering strategic,
tailored solutions that adapt to evolving market dynamics and client aspirations.
Our journey began with a clear vision:
to empower individuals and families to
build and preserve wealth across
generations. Founded on principles of
integrity, foresight, and personalized
service, Generational Capital emerged
as a beacon in the financial advisory
landscape. From our inception as a
SEBI-registered Category III AIF, we've consistently focused on delivering strategic, tailored solutions that adapt
to evolving market dynamics and client
aspirations.
Satwik Jain
Founder & Executive Chairman
A visionary leader with extensive experience in capital markets and alternative investments, driving our strategic investment decisions.
Jugal Harpalani, a CFA and CA, heads research and investment operations, specializing in equity and alternative asset strategies. He has significant experience in managing equity and alternative assets for client associates, working with US-listed SPACs, and mutual fund selection with value research, alongside finance projects in real estate and hospitality.
Jugal Harpalani, CFA
Head - Research
Heads research and
investment operations with
expertise in equity and
alternative assets, previously
managing $5B+ AUA at Client
Associates, advising US-listed
SPACs, selecting mutual funds
at Value Research, and
leading corporate finance
projects in real estate and hospitality.
Vinayak Sood
Head - IB & Taxation
He spearheads our
Investment Banking division
and offers expertise in
taxation and insurance
advisory, with a track record
of raising over ₹500 crores
and experience in
fundraising and forensic
accounting at PwC; he is
also a partner at a leading
CA firm in North India.
Ritwik Jain
Director & SVP, Business Development
He spearheads our
Investment Banking division
and offers expertise in
taxation and insurance
advisory, with a track record
of raising over ₹500 crores
and experience in
fundraising and forensic
accounting at PwC; he is
also a partner at a leading
CA firm in North India.
Suhail Maini
AVP-Family Office
He spearheads our
Investment Banking division
and offers expertise in
taxation and insurance
advisory, with a track record
of raising over ₹500 crores
and experience in
fundraising and forensic
accounting at PwC; he is
also a partner at a leading
CA firm in North India.
Himanshi
VP-Compliance & Client servicing
He spearheads our
Investment Banking division
and offers expertise in
taxation and insurance
advisory, with a track record
of raising over ₹500 crores
and experience in
fundraising and forensic
accounting at PwC; he is
also a partner at a leading
CA firm in North India.
CA Anuj Agarwal
AVP-Family Office
He spearheads our
Investment Banking division
and offers expertise in
taxation and insurance
advisory, with a track record
of raising over ₹500 crores
and experience in
fundraising and forensic
accounting at PwC; he is
also a partner at a leading
CA firm in North India.
Ashwin Bansal
AVP-Family Office
He spearheads our
Investment Banking division
and offers expertise in
taxation and insurance
advisory, with a track record
of raising over ₹500 crores
and experience in
fundraising and forensic
accounting at PwC; he is
also a partner at a leading
CA firm in North India.
Rajiv Kumar
SVP-Operation & Client Servicing
He spearheads our
Investment Banking division
and offers expertise in
taxation and insurance
advisory, with a track record
of raising over ₹500 crores
and experience in
fundraising and forensic
accounting at PwC; he is
also a partner at a leading
CA firm in North India.
Diverse Expertise
Specialists in AIF, PMS, Investment Banking,
Tax, Real Estate, and more.
Collaborative Approach
Our experts work in synergy to provide
integrated solutions.
Client-Centric Dedication
Committed to understanding and achieving
your unique financial goals.
