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Nurturing Financial Growth

We serve as your personal banker, asset advisor, and trusted friend, guiding you towards long-term financial well-being.

Our Services

At Falcon Capital, we offer early-stage investments, growth capital, strategic advisory, operational support, and network-building services to help companies scale and achieve sustainable growth.

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Family Offices 

Our Family office practice revolves around providing the entire life cycle of services to families - 

  • wealth management, 

  • tax planning 

  • succesion planning 
     

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Fund Raising

Our niche is to help secure strategic and bridge funding to companies that are in the pre ipo stage 

We believe that the journey from unlisted to listed creates the maximum alpha
 

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Broking

We provide broking services to cater clients for all their needs

For us, broking encompasses not only execution but also ideation , research and recommendations .

As an AP of Kotak securities, we provide a platform and a team to take care of your broking and transaction needs

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Mutual Funds

With over 30 years of experience as a Mutual Fund distributor, we have mastered the art of curating well balanced portfolios 
 

With our mutual fund portfolios consistently beating benchmarks over the years , we have seen what it takes to build a winning portfolio

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Insurance 

We believe insurance is a product and not an investment We provide

structured and personalised insurance solutions that cover your well being




 

Experienced leadership team

Discover the dedicated professionals behind our success. Our team of 10 experts combines diverse skills and experience to deliver exceptional results for our clients.

Mr. Samir Shah

A Chartered accountant by qualification, Samir Shah started the firm in the mid 1980s and it has been enriching experience of more than 35 years of managing and growing client assets Samir has closely worked with the Enam group in his early days , which led him to pivot full time into a wealth management career from a practicing CA . He has held several board positions over the years as an independent director, most notably in Motilal Oswal Asset Management company.

Mr. Priyam Shah

A seasoned Wealth Manager, he brings 5 years of experience to the table, specializing in creating tailored financial strategies for high-net-worth individuals and families. His expertise encompasses a wide range of services, including investment management, estate planning, and tax optimization, ensuring a comprehensive approach to wealth preservation and growth.

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Strategic Capital Solutions

Specializing in capital raising, Falcon Capital leverages an extensive network of investors and wealth managers to support your ventures. From securing significant funding for established firms to nurturing emerging startups, our expertise ensures your financial aspirations are realized.

Secure Your Legacy

Future secured

Ensure your legacy endures with our estate planning excellence service. We simplify the complex process of estate management, providing peace of mind that your assets are protected and will be transferred according to your wishes.

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Embark on a journey to financial freedom and legacy building with our suite of services. From wealth management to innovative investment strategies and meticulous estate planning, we empower you to secure your financial future and leave a lasting legacy for generations to come.

Strategic Financial Planning

Embark on a journey towards a secure and prosperous financial future with our strategic financial planning services. Tailored specifically to your unique life goals, our expert advisors are dedicated to crafting a comprehensive roadmap that meticulously balances growth opportunities with risk management. Whether you're planning for retirement, saving for a child's education, or aiming to build generational wealth, we provide personalized guidance and support at every step. By integrating investment advice, tax strategies, estate planning, and risk assessment, we ensure that every aspect of your financial life is aligned with your long-term aspirations, enabling you to navigate life's financial challenges with confidence and clarity.

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