Everything your wealth needs, managed with discipline
Nine services, one research-driven team. Choose a service below or talk to us about a complete plan.
For HNIs, family offices, corporates and institutions
AIF Investments
The Burgeon Capital Opportunities Fund is a SEBI-registered Category III AIF designed for absolute returns across market cycles.
- Long/short equity, arbitrage and special situations
- Independent trustee and custodian
- Monthly redemption after a 6-month lock-in
- Minimum investment ₹1 Crore
For individuals and families building long-term wealth
Mutual Funds
Research-led selection of mutual funds matched to your goals, time horizon and risk appetite, with regular reviews.
- Equity, debt and hybrid fund selection
- SIP and lump-sum planning
- Periodic portfolio rebalancing
- Consolidated reporting
For individuals and businesses
Loans
Structured borrowing solutions sourced from leading lenders, so you get the right terms for your need.
- Loan against securities and property
- Home and business loans
- Working capital facilities
- Lender comparison and documentation support
For investors seeking concentrated equity exposure
PMS
Access to portfolio management services from SEBI-registered managers, with independent due diligence.
- Manager research and selection
- Discretionary and non-discretionary options
- Ongoing performance monitoring
- Minimum ₹50 Lakh as per SEBI norms
For conservative and income-focused investors
Fixed Income
Bonds and debt instruments that bring stability and predictable income to a portfolio.
- Corporate and government bonds
- Tax-free and capital-gain bonds
- Fixed deposits from rated issuers
- Maturity laddering
For families at every life stage
Financial Planning
A written plan that connects your goals to a clear investment and protection strategy.
- Retirement and education planning
- Cash-flow and tax planning
- Insurance review
- Succession and estate planning
For promoters and growing businesses
Project Finance
Capital structuring and funding support for growth, expansion and infrastructure projects.
- Debt and equity structuring
- Project reports and financial models
- Lender and investor tie-ups
- Working capital planning
For legal heirs and long-time shareholders
Shares Recovery
End-to-end help recovering unclaimed, lost or transmission-pending shares and dividends.
- IEPF claim filing
- Transmission after death of holder
- Physical to demat conversion
- Duplicate share certificates
For investors with a long-term, higher-risk allocation
Startup Investments
Curated access to early-stage and pre-IPO opportunities, backed by rigorous due diligence.
- Pre-IPO and private placements
- Deal screening and diligence
- Co-investment alongside principals
- Portfolio follow-on support