About Us

Welcome to Client First Capital

Hi! My name is Bhuvan Gupta. I am an avid investor with the objective to create long term wealth in order to sustain a good lifestyle. I invite you to be a part of this exciting journey and look forward to working with you.

If you are looking for tools to develop the right thinking, the right mindset, and learn the processes that are required for long-term investment success, this is the place for you. I do not claim to be the best fund manager as I still have a lot to learn, but I am happy to share that we have not lost any clients over the years.

This site is the home of my life’s work – I have been investing and advising since 2008. Our mission is to serve our clients and grow their wealth in double digits, over a long period of time. Please write to me at bhuvan@clientfirst.capital to let me know what you think about this portal, and your experience with us. If you have any suggestions, or want to reach out for anything related to growing your wealth, we will always be there for you.

Our Philosophy

Our investment philosophy is influenced by legendary investors Warren E. Buffett, Peter Lynch, Raamdeo Agarwal, Howard Mark, and many such luminaries. 

Our investing principle is drawn from the considerable experience and success of Warren E. Buffett, who says:

  1. First rule of investing is not to lose money 
  2. Second rule of investing is not to forget the first rule 

 

Many of us are unable to understand these simple rules. Let me simplify this for you. This rule does not mean you keep all your investments in principal protected instruments like fixed deposits or your current account as these typically fail to beat inflation. Put simply, your investments must be able to generate more than 10% US Dollar returns year on year in order to demonstrate true growth over the annual inflation. Most importantly, you must not borrow. 

Your money is safeguarded from any sort of inappropriate activities or risky deposits. Please remember, your investments might go down in the short run, but in the long run it is going to beat most of the popular investment instruments and indices. 

All of us work hard to make money but fail to understand the importance of growing the money we have earned. It is only when our earning is itself made to grow that we are able to enjoy our daily lives and feel free to focus on important aspects like health, family, hobbies, and our dreams. 

Board Members

Bhuvan Gupta

Board Member

Akram Agowun

Board Member

Our Leadership Team

Client first capital - About Us - Raj Somani

Raj Somani

Board Member

Investment Team

Rohit Suresh

Research Analyst

Anjana Rajeev

Research Analyst

Why Choose Us?

We are one of the rare species in this world who eat from their own kitchen and share the same with our guests (clients).

We are investors first, investment managers and advisors second. We have invested over 70% of our personal wealth in our investment strategy.

We also focus on growing together, which means we grow with our client’s wealth. Let me put it this way, we grow only when you grow. 

We have a stake in the game

We are investors first, investment managers and advisors second. More than 70% our own wealth is invested in our own investment strategy.

We treat you like a ‘limited partner’

As a ‘limited partner’ you have 24x7 access to your wealth and you can withdraw the funds whenever you want.

We grow when you grow

We also focus on growing together, which means we grow with our client’s wealth. Let me put it this way, we grow only when you grow.

We plan basis a thorough analysis

We develop specific plans basis your dreams and aspirations and help you map a specific investment plan to reach your goals.

What we are not at Client First Capital?

Our work here is meant for those who are interested in ‘Value Investing’, which is the ‘slow but sensible’ way of getting rich through the stock markets.

So, if you are interested in ‘hot-tips’ or seek advice on ‘getting rich quick’, I would suggest that you do not waste your precious time here.

At the risk of sounding unfriendly, there is absolutely nothing on this website for people interested in the fast route to making money from the stock market. There never was and there never will be!

If you ever give up the futile search for quick money-making stock tips, come back to us. I will leave the lights on for you. 

It is my promise that we will always be there for you, not only as a guide while you begin or continue your investing journey, but also as a friend.

Partner with us to grow your wealth