ABOUT FIVE CAPITAL

We are a leading Investment Advisory firm which is trusted by several CXOx, successful entrepreneurs, family offices and professionals for our “fee-only” service model and strong research driven investments Our investment philosophy is built upon following five principles.

We're All About Asset Allocation, Smart Investing, Wealth Creation..

We are a leading Investment Advisory firm which is trusted by several CXOx, successful entrepreneurs, family offices and professionals for our “fee-only” service model and strong research driven investments Our investment philosophy is built upon following five principles.
  1. Long term wealth creation: We believe that sustainable wealth only can be created by following system, discipline and process over the years. All our investment decisions are built around this core principle.
  2. Risk Management: We preserve wealth by constantly existing under performing investments. Risk management is core to our quantitative investing style.
  3. Consistency: All investments go through a growth and decline period. Delivering consistent performance during both good and bad times is our focus.
  4. Asset Allocation: Asset allocation decisions are the most important however the most ignored aspects of wealth creation. If asset allocation is set right and monitored consistently, things can not go wrong. Hence, we watch it very closely.
  5. Being relevant: Today’s world and industries are changing very fast and investments need to be aligned regularly. A good investment done a few years ago may be not relevant anymore and hence it needs to realigned constantly.
Meet The Founder

Devendra Bairathi

Devendra Bairathi is founder of Five Capital. He is passionate about quantitative investing and developed several algorithm based investing systems. He has more than 20 years of experience in investing, strategy and technology consulting. For more than a decade, he has been advising family offices, entrepreneurs and professionals using systematic algorithm based investing methods. He has worked with Deutsche Bank, Stern Stewart, SAP and Infosys across investing, strategy and technology consulting roles. He is a B.Tech (Gold Medalist) from IIT-BHU, Varanasi and MBA from ISB, Hyderabad.
Why Choose Us

Your Success..
Our Reputation...

Our clients are our focus. We are SEBI Registered fee-only advisors who are bound by regulations to be conflict-free & work in your best interests – always. That’s the reason our clients trust us. We deliver clarity & peace of mind.

SEBI Registered Investment Advisors

We are SEBI Registered Investment Advisers with higher education, experience & professional certifications. We have very high standards of compliance, process & client alignment. We are long-term partners with our clients.

Algorithmic & Systematic Investing Process

Today’s world and industries are changing very fast and investments need to be aligned regularly. A good investment done a few years ago maybe not be relevant anymore and hence it needs to be realigned constantly. We used algorithms to identify potential opportunities and risks in the markets.

Fiduciary Standard of Care

We have a fiduciary responsibility under SEBI IA Regulations. Fiduciaries are those who put clients’ interests ahead of their self­ interest. Trust, Ethics & Integrity are the key pillars of our client engagement.

Your Personal CFO

We are your personal CFO who is taking care of your personal balance sheet. We are keeping a close track of your investments, making sure that your investments are aligned with evolving trends in the markets, your needs, and thought processes. Senior professionals like you, have a lot on your plate, and hence while you focus upon career & business, we shall focus upon your investments.
Strong Martket Analysis
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Experience & Percision
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Experts About Business
Create multiple discussions to keep all relevant conversations together, all in one place with Five Capital

  • Piyush Agrawal, Co-founder - Cricbuzz.com, IIT alumnus

    In today’s world, there is immense value and tremendous focus on quant based equity portfolio. Most of my portfolio is being managed by Dev, and I have deep trust in his abilities to manage my funds in equity markets using quantitative methodologies. He has a laser sharp focus on risk management, ability to identify right opportunities and a highly disciplined approach towards capital allocation and market profiling. I am quite happy with the way he has been managing and growing my wealth.

    Piyush Agrawal, Co-founder - Cricbuzz.com, IIT alumnus

  • Vikas Wadhawan, Group CFO - PropTiger.com, Housing.com and Makaan.com, CA

    Dev was introduced to me by one of my friend for equity advisory services. Since then he is more of a friend than a financial advisor. He is very sharp in his understanding of equity markets. The best part is he is calculative in his approach and does not get influenced by swings in the market. He is prompt in attending to any request / queries at anytime and make himself available for consultation as per my convenience even over weekends. Overall its a wonderful experience of building a stock portfolio (my retirement plan 🙂) with Dev.
    Vikas Wadhawan, Group CFO - PropTiger.com, Housing.com and Makaan.com, CA

  • Mridumesh Kumar, President - Sara Futura Group, IIM C alumnus

    Dev has been managing my investments from last 2.5 years. I am very impressed by his risk management and disciplined approach to manage investments. His advice on which stocks to buy, hold and exit is very effective. Also dynamic asset allocation done by him helps in preserving capital and growing the wealth in a systematic manner. The other thing I like about him is that I can reach out to him for advice or suggestions on even my broader portfolio outside and his inputs have helped me get the best deal. Truly he is your wealth manager and not only your portfolio manager.
    Mridumesh Kumar, President - Sara Futura Group, IIM C alumnus

  • Subrata Mitra, Head, Govt and Industry Relations, Ericsson India, MDI alumnus

    My journey with Dev as my investment advisor began few years ago and our relationship has grown stronger over the years. The most important factors for me to continue and grow my investments with Dev has been his process driven approach and discipline in his day to day work. Whatever was discussed a few years ago has never ever seen any deviation whether in the nature of the portfolio, type of stocks or allocation to individual stocks. The second factor has been transparency. Money and trust are inherently joined at the hip and transparency is the bedrock for such trust. Dev has surprised me with his level of transparency even at times when the markets and portfolios are down.


    Subrata Mitra, Head, Govt and Industry Relations, Ericsson India, MDI alumnus

  • Mukul Goel, Head - Equity Solutions Desk, Bank Muscat, ISB alumnus

    I have shared a pretty long relationship with Dev and I am extremely happy with the way he has grown my wealth over the years. His philosophy of holding the strengths and exiting the weaknesses ensures that I am always in the right stocks for adequate tenure. His focus on risk management, process and discipline results in a fine balance between capital preservation during tough times and capital growth during good times. I would highly recommend him to investors looking to grow their wealth.
    Mukul Goel, Head - Equity Solutions Desk, Bank Muscat, ISB alumnus

  • Retired IAS officer, ex-secretary to Govt of India

    I had always invested in fixed deposits and similar fixed return based safe classes. I always considered equities risky and preferred to stay away from them. After a detailed discussion with Dev on his investment philosophy and focus on risk management, I started with a small amount with them. I had a very positive experience with them in terms of their discipline and selection of stocks based on my risk appetite. I have increased my allocation with them significantly and would recommend them to everyone who is looking to have a good experience with their equity investments.
    Retired IAS officer, ex-secretary to Govt of India