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Phoenix Capital  is a boutique investment outfit dedicated to growing the wealth of our valued clients. Phoenix Capital focusses on a niche of Ultra High Net Worth Individuals, Family Offices, Trusts and Institutional Investors who trust us to be diligent stewards in protecting and growing their wealth.

The firm boasts of an upbeat track record in the Global Capital Markets and it’s core value of Wealth generation for it’s esteemed investors with highest ethical standards and global practices.
Although experts in the Indian, US, APAC and European Capital Markets, we pursue opportunities in other major Global Markets, alternative Asset classes and the new-age Digital assets. Our clientele is spread across India, GCC, US, UK, Singapore and HK.

Phoenix Capital has been awarded as the 10 Best Wealth Management Start-ups in India for the year 2022, by Silicon India Magazine and Publications.

Phoenix Capital and it’s dutiful team are driven by a single purpose:

“To consistently generate superior risk-adjusted return multiples on our clients’ wealth over time, while adopting highest ethical standards, industry best practices and foster unmatched client relationships.”

Siddharth Rawal
An industry veteran and a Experienced banker, Siddharth has earned his grip over two decades in the world of Indian & Global Finance.
Out of his 14 years rich corporate stint, Siddharth spent 12 years with India’s largest private bank HDFC Bank. Standard Chartered Bank & Yes Bank.
Siddharth also had an opportunity to serve Tata Sons for 3 years and was a part of Tata Business Excellence model team.
Siddharth climbed the corporate ladder, meticulously mastering each and every echelon. His last held office was Vice President, assuming senior leadership responsibilities at Yes Bank.
From carving out winning Investment strategies to P & L Management, Risk Management, Compliance and Process orientation, Siddharth is well versed with every aspect of the banking and finance world.
Truly, Ethics, Discipline, Performance and a strong sense of Responsibility are hard wired in his DNA.
In addition to the accolades he achieved in the professional world, Siddharth has demonstrated the same drive to excel in academia.
  • In 2007, Siddharth snatched his General Management from the highly distinguished, Dharamsinh Desai University, Nadiad.
  • He is a qualified Chartered Wealth Manager® (CWM®) conferred by American Academy of Financial Management (AAFM), International Board Of Standards, USA.
  • He has been awarded with the Quantitative Modeling certification from Ivy league’s Wharton School, University of Pennsylvania.
  • He successfully obtained the certification – ‘’Investment Management in an Evolving and Volatile World’’ from HEC Paris (in association with AXA Investment Managers) with Honors.
  • He acquired the certification – ‘’Portfolio and Risk Management’’ from University of Geneva (in association with UBS).
  • He is a NiSM Certified “Research Analyst” required under the SEBI regulations, 2007 (Certification of Associated Person in Securities Markets).
  • Siddharth is a practising “Elliottician” for over a decade. This market theory invented by Ralph N Elliott in the 1930’s has manifested to be highly rewarding for his clients’ and his own investments. Alongside practising, Siddharth also tutors the Elliott Wave Theory to advance learners.

Harboring a passion for entrepreneurship and the Capital Markets since his Business school days, coupled with his love for numbers, Siddharth took the initiative to bring about disruption in the Wealth Management space and metamorphose his passion to benefit his clients, through the creation of Phoenix Capital Management Private Limited.

Dexterous in the Art of Investing and Stock-picking, Siddharth has the knack of pre-empting the next BIG move in the Market. And, confident in his strategies, Siddharth puts ‘‘his money where the mouth is” by investing his own money alongside clients.
Intellectually inclined, Siddharth is thrilled about sharing his carefully constructed thoughts through the written word. He has authored several pieces on Global Stock Markets and the world of High Finance in popular articles published across prominent media. His articles on Global Recession, Contrarian Thinking, Value Investing, and Macroeconomics to name a few, have been highly acclaimed on popular media. He is currently authoring his own book on the Capital Markets.
And when he is not busy at office, Siddharth is cultivating a rich life through fitness, meditation and travel. These reprieves allow him to wind down, keep sharp and bring about new insights and investing ideas. His love for motorsports keeps his mind agile to seamlessly navigate through the crests and troughs in the markets!

Phoenix Capital is a boutique investment outfit dedicated to growing the wealth of our valued clients. Phoenix Capital focusses on a niche of Ultra High Net Worth Individuals, Family Offices, Trusts and Institutional Investors who trust us to be diligent stewards in protecting and growing their wealth.

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