Wealth Advisory
Goal-based planning across mutual funds, fixed income, PMS and loans for families and businesses.
A disciplined, research-driven investment firm
Wealth advisory, capital markets and an institutional-grade Category III AIF, under one roof.
Who We Are
Built on capital preservation and consistent compounding
Burgeon Capital Wealth Management LLP is a SEBI-registered entity focused on sophisticated investment strategies for HNIs, family offices and institutional investors.
We follow a risk-first, research-driven approach, prioritising capital preservation and consistent compounding over short-term returns.
Our Ecosystem
One team across every part of your wealth
Integrated across wealth advisory, capital markets and now an institutional-grade Category III AIF, delivering holistic financial solutions.
Capital Markets
Equity research, special situations and pre-IPO opportunities, backed by data-driven analysis.
Category III AIF
The Burgeon Capital Opportunities Fund: an absolute-return, multi-strategy vehicle under SEBI regulation.
Why Now
India's capital markets are maturing fast
With Indian capital markets maturing rapidly, the timing is right for a regulated, absolute-return focused alternative investment vehicle. HNIs and family offices are looking for return streams beyond long-only mutual funds and PMS.
- ₹500 Tn+ Indian equity market cap, the world's 5th largest
- 40%+ of HNI wealth now in alternates, growing 25% a year
- ₹14 Lakh Cr AIF industry AUM, with Category III growing fastest
Governance
Institutional-grade structure
Clear segregation between manager, trustee and custodian, with full regulatory oversight.
Orbis Trusteeship
Independent trustee to the Burgeon Capital Trust.
Orbis Financial
Independent custodian of fund assets.
Adv. Jitesh Anand
Legal counsel to the fund.
iMark Advisors
Structuring and consulting partner.
SEBI Registration No. IN/AIF3/26-27/2258