Message from Principal Partner

Welcome to Benzer Capital, a recognized leader in wealth management.

Two of my life’s experiences shape my view of the financial world and the mission of Benzer Capital, a Registered Investment Advisory firm I founded.

First was the untimely demise of my grandfather Jumma Nathani, after which my father Shoukath Jumma Nathani, inherited a thriving and successful business without any guidance or planning at a young and inexperienced age of twenty. My family; one of the wealthiest in the southern Indian city of Madras, went from riches to having only Rs. 300 rupees when my parents landed at the train station in Bombay merely five years later. Aside from wealth, my father inherited foundational principles - good education, the ethic of hard work, and faith - which in turn helped him persevere and prosper.

The second was my experience interacting with and watching several brokers and “financial advisors” working in a system that had many opportunities for and instances of embedded and inherent conflicts of interest. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, I found myself spending more and more time on workarounds to identify the best solutions and conflict-free products for my clients. Tiring of “asking for permission to do the right thing” I established Benzer Capital as a fiduciary firm where our fundamental principle is to work in our client’s best interest.

Our mission is to partner with our clients and help them preserve wealth for generations – prudently and thoughtfully – through long-term relationships based on independent, fiduciary, trusted, and knowledgeable advice.

We provide customized multi-family office services in the form of multi-generational wealth strategies for select high-net-worth entrepreneurial families, their businesses, and institutions. We use proprietary processes based on behavioral finance research and apply them to create adherence to long-term goals and help our clients make smart decisions about their wealth. We create tax mitigation and advanced planning strategies for wealth enhancement, wealth protection, wealth transition, maximize charitable contributions, business growth, and transitions.

Each year we accept a limited number of new client relationships based on a capacity review and consensus of our entire staff to continue the tradition of the highest quality advice and service to our clients.

We are honored and privileged that you have considered Benzer Capital for the care and continuity of your family, business, and institutional wealth. I invite you to connect with our team; which comprises of highly qualified individuals, to learn about our innovative and proprietary processes, research, and methodology. You will also experience our excellent client service firsthand. Doing so will ensure that you feel confident when choosing Benzer Capital as your Private Wealth Adviser.

We welcome the opportunity to be called your trusted adviser.

To Your Success,

Salim A. Nathani, MBA, CFP®

Founder | Principal