🚀 Capital, investments & wealth
We're a partner-led team helping founders raise capital and navigate acquisitions, while supporting investors and families with portfolio management, private company investments and long-term wealth planning.
Who we are
Ethios Capital brings together Harsh Agarwal and Sagar Lalwani, combining experience in investment banking, equity research, private investments and financial planning. We help founders, investors and families make informed financial decisions.
Every mandate is led personally by a partner, start to finish. We keep our client list short on purpose, so you get real senior attention — not a junior team and a monthly status call.
What we do
From raising capital and navigating an exit to evaluating investments and planning your wealth, our six services connect your business and personal financial goals.
We help you raise from the right investors — VCs, growth funds, family offices and strategics — and get you the terms you deserve.
Selling your company or buying one? We run tight, competitive processes that protect your time and maximise your outcome.
A sounding board for the decisions that keep you up at night — from valuation to board dynamics to "should we sell?"
A disciplined approach to building and reviewing portfolios around your goals, time horizon and comfort with risk.
Evaluate private company opportunities with a clear understanding of the business, its valuation and the risks involved.
Bring your financial decisions together in a plan shaped around your family, priorities and long-term ambitions.
How we work
We dig into your business, market and goals before recommending anything. No copy-paste playbooks.
We sharpen your story, materials and numbers so the right people lean in fast.
We run the process end to end — outreach, diligence, negotiation — while you keep running the company.
We push every workstream through signing and closing. And we stick around after.
💡 Why "Ethios"? It comes from ethos — character and credibility, the trust you earn through how you act. That's the bar we hold ourselves to on every deal.
The team
Two partners. Complementary experience across investment banking, investment research and financial planning. Direct access from the first conversation.
Partner
Chartered Accountant with experience in investment banking. Harsh brings a finance and analytical perspective to capital raising, transactions and strategic decisions. He has cleared CFA Level II.
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Partner
Certified Financial Planner with experience across venture capital, equity research, corporate finance and financial planning. Sagar brings a research-led approach to private company evaluation, portfolios and wealth planning.
View LinkedIn profile ↗Say hello
Planning a raise, evaluating an investment or reviewing your wealth goals? A conversation with us is always confidential, friendly and obligation-free.