We create wealth by making your money work hard so you can make your dreams and aspirations come true.
In FY2020 our Founder’s Portfolio outperformed the S&P 500 by approximately 16%, the Europe, Australia and Far East (EAFE) Index by 22%, and the Vanguard Total World Index by 20%.
Compound your wealth and invest prudently.
At Client First Capital, we are looking to work with willing and patient partners to help them plan a better financial future.
This is integral to the investment discipline and process. Adding to this virtue, identifying the appropriate investment opportunities facilitates robust growth.
As a wealth management firm, our first step is to understand and review your current investment profile, your risk appetite, and your near- and long-term financial goals. Through this we enable you to build a solid foundation for investing and offer the appropriate financial services.
Our aim is to inform and educate you about the various financial tools available. This would facilitate you to form your own perspective on investing and financial planning.
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 formulate a structured plan suitable for you to achieve your financial goals and ensure to fulfill your dreams.
Get Your Goal Tracker Assessment Today!
Please fill out the form and our experts will contact you shortly.
We’ll review your investment profile, risk appetite, and financial goals to develop a customized investment plan.
Our goal is to empower you with knowledge and tools to make informed financial decisions.
Let us help you plan for a better financial future today!
Reading List.
Books are the fastest and surest way to learn from those who have achieved something worthwhile.
I have inculcated a reading habit and have learned much that has helped me become a better investor and a responsible advisor.
Here are some books that I recommend you read...
do let me know what you think of them.
