Wealth Advisory
Goal-based planning across mutual funds, fixed income, PMS and loans for families and businesses.
Explore more
SEBI Registered · Category III AIF
Generating alpha through
disciplined multi-strategy
investing
A risk-first, research-driven wealth and investment management firm for HNIs, family offices and institutional investors.
Our Ecosystem
Holistic financial solutions under one roof
Integrated across wealth advisory, capital markets and an institutional-grade Category III AIF, so every part of your wealth is managed with the same discipline.
Capital Markets
Equity research, special situations and pre-IPO opportunities, backed by data-driven analysis.
Explore moreCategory III AIF
The Burgeon Capital Opportunities Fund: an absolute-return, multi-strategy vehicle under SEBI regulation.
Explore more
₹100 Cr
Target corpus, Opportunities Fund
Who We Are
A disciplined, research-driven investment firm
Burgeon Capital Wealth Management LLP is a SEBI-registered entity focused on sophisticated investment strategies. We prioritise capital preservation and consistent compounding over short-term returns.
More About Us
Parth ShahChartered Accountant & Company Secretary
12%p.a.
Hurdle rate before any performance fee. We earn only when you do.
Who we serve
- HNIs
- Family Offices
- Corporates
- Institutions
Our Services
Everything your wealth needs, managed with discipline
AIF Investments
Category III multi-strategy fund with SEBI oversight, independent trustee and custodian.
View the fund
Mutual Funds
Research-led fund selection and ongoing portfolio reviews.
Learn more
Loans
Structured borrowing solutions for individuals and businesses.
Learn more
PMS
Portfolio management services for concentrated equity exposure.
Learn more
Fixed Income
Bonds and debt instruments for predictable, stable returns.
Learn more
Financial Planning
Goal-based plans for retirement, education and succession.
Learn more
Project Finance
Capital structuring and funding for growth projects.
Learn more
Shares Recovery
Recovery of unclaimed, lost or transmission-pending shares.
Learn more
Startup Investments
Access to vetted early-stage and pre-IPO opportunities.
Learn moreWhy Burgeon
Our edge in a growing universe of alternatives
Built by wealth advisors who understand investors, not portfolio managers chasing AUM.
Investor-First DNA
Founded by wealth advisors who understand investor needs.
Agile Decision-Making
Leaner than large AMCs, with faster tactical repositioning.
Integrated Ecosystem
Wealth advisory and fund management under one roof.
Risk-Adjusted Focus
Every decision is stress-tested for downside before upside.
Skin in the Game
Key principals co-invest alongside investors.
Structured Compliance
CA + CS led team meets SEBI obligations with rigour.
Target allocation
- Long / Short Equity45%
- Arbitrage20%
- Special Situations20%
- Cash / Tactical15%
Minimum investment
₹1 CroreFeatured Fund
Burgeon Capital Opportunities Fund
A Category III AIF built for absolute returns across market cycles, using long/short equity, arbitrage and special situations under strict risk controls.
- Open-ended trust structure
- Monthly redemption
- 6-month lock-in
- High watermark applies
Leadership
Complementary expertise across investing, compliance and client management
Parth Shah
Chartered Accountant & Company Secretary
Leads investment evaluation, financial diligence and regulatory compliance.
Smit Shah
Masters in Financial Analysis (Aus)
Drives investment research and fundamental business analysis.
Ria Shah
Fund Manager
Oversees portfolio construction, risk frameworks and execution.
Investment Philosophy
Winning by losing less
We follow a risk-first, research-driven approach, prioritising capital preservation and consistent compounding over short-term returns.
Capital preservation first. Alpha second. Speculation never.Read Our Philosophy
01
Capital Preservation First
Never risk permanent loss of capital. Downside protection is the bedrock of every position.
02
Consistent Compounding
Small, reliable gains compound dramatically over time. We avoid the volatility traps that break the cycle.
03
Data-Driven Decisions
Rigorous quantitative and fundamental research drives every investment. No speculation, no narratives.
04
Disciplined Risk Control
Strict position sizing, stop-losses and diversification so no single event derails the portfolio.