Safal Capital

25 Years of Doing Right by Indian Investors

From a single equity broking desk in 2000 to a full-spectrum investment platform trusted by 10,000+ investors, this is the Safal Capital story.

Our Story

Twenty-five years of building wealth, one relationship at a time.

Safal Capital (India) Limited is a SEBI-registered financial services institution with over 25 years of experience in the Indian capital markets. We serve investors across equity broking, wealth management, mutual funds, unlisted shares, pre-IPO investments, Alternative Investment Funds (AIFs), and other alternative investment opportunities through a single trusted platform.

Founded as an equity broking firm in Ahmedabad, Safal Capital has evolved into a diversified investment platform offering solutions across listed and private markets. Our services span wealth management, direct mutual funds, unlisted shares, pre-IPO opportunities, portfolio solutions, and alternative investments, all delivered within a regulated and transparent framework.

We were among the early participants in India's unlisted equity ecosystem, helping investors access high-quality pre-IPO and private market opportunities through a structured and research-driven approach long before the segment gained widespread attention.

Today, Safal Capital serves more than 10,000 investors across India, including HNIs, family offices, NRIs, and institutions. Backed by deep market experience and a long-term investment philosophy, we remain committed to helping investors identify opportunities, preserve capital, and create sustainable wealth across market cycles.

Safal Capital advisory meeting
Established
2000
Purpose & Direction

Our Mission & Vision

Our Mission

Why we exist

To identify and deliver high-quality investment opportunities across public and private markets, enabling investors to participate in wealth creation through disciplined research, institutional-grade execution, and long-term partnership.

Our Vision

Where we're headed

To build one of India's most trusted alternative investment platforms, providing investors access to differentiated opportunities across listed equities, pre-IPO investments, private markets, and advanced investment strategies, while evolving into a publicly listed financial institution recognized for performance, transparency, and investor trust.

What We Stand For

Our Values

Four principles that shape how we work, every single day.

Trust & Integrity

Your interests come first. Always. No exceptions, no asterisks.

Client First

We measure success by your outcomes, not by our throughput.

Innovation & Excellence

Always finding better paths in a market that never stays still.

Transparency

Verified data, clear pricing, and honest counsel, every time.

Leadership

Meet Our Leadership

The partners who shape the strategy, research, and stewardship behind every Safal portfolio.

Pavan Agrawal

Pavan Agrawal

Partner

A seasoned entrepreneur and investor with 25+ years across stock markets, portfolio management, and alternative investments, and the builder of a thriving broking house.

View profile
Aatish Agrawal

Aatish Agrawal

Partner

An MBA in Marketing and Finance focused on unlisted shares, SME IPOs, and startup investing, connecting high-growth ventures with the right investors.

View profile
Group Companies

Part of the Safal Group

Specialised entities, common standards, each regulated and accountable.

Safal Capital India Ltd

Investment Platform

Flagship platform offering wealth management, broking, and pre-IPO opportunities under SEBI registration.

Safal Digifin

AIF Manager

SEBI-registered Cat III Alternative Investment Fund, focused on private credit and growth equity.

Safal Pulse

Market Intelligence

Daily pre-market intelligence delivered to subscribers on WhatsApp every trading morning.

Safal Design Studio

Creative & Design

In-house creative studio handling brand, product, and digital experiences across the group.

Our Journey

Milestones along the way

  1. 2000

    Founded, equity broking

    Safal Capital began as an equity broking firm in Ahmedabad, registered with SEBI as a stockbroker.

  2. 2008

    Expansion into wealth management

    Added wealth management and advisory desks, multi-asset portfolios for HNIs, families, and long-term capital.

  3. 2014

    Unlisted shares & pre-IPO

    Opened structured access to unlisted shares and pre-IPO equity for qualified investors, with verified data and transparent pricing.

  4. 2019

    Direct mutual funds desk

    Launched a direct mutual funds desk, commission-free direct plans and SIP strategy across equity, debt, and hybrid funds.

  5. 2024

    Alternative Investment Fund

    Group expanded with Safal Digifin, a SEBI-registered Alternative Investment Fund, for investors looking beyond listed markets.

  6. 2025

    One unified platform

    Brought broking, wealth, unlisted shares, mutual funds, and alternatives together on a single SEBI-regulated platform serving 10,000+ investors.

Regulated & Trusted

Built on regulated foundations

Every entity in the Safal group operates under formal regulatory oversight with annual audits.

AMFI Registered Mutual Fund Distributor

ARN-123456

Market Participant

Equity & F&O

AIF Cat III License

IN/AIF3/25-26/2089

Want to know more about us?

Whether you're exploring a partnership, a career, or a tailored investment, we'd be glad to talk.

Call UsWhatsApp