Alpha Capital - India

Overview

The firm describes itself as a partnership registered with the Securities and Exchange Board of India as an investment adviser under the SEBI Investment Advisers Regulations, 2013. Its registration number is INA100016390, and the registration is listed as non individual with perpetual validity.²³ Alpha Capital also lists BSE code BASL1729 for its registered investment adviser activity.⁴ The firm is registered with the Association of Mutual Funds in India as a mutual fund distributor under ARN 62757, valid from 16 June 2025 through 15 June 2028.⁴

The firm identifies Gurgaon, Haryana, India, on its website.¹ Its pages show differing office addresses within Spaze I Tech Park in Gurgaon, so no specific street address is included here.¹²

History

The available notes contain conflicting founding dates and locations, so no founding year or milestone is stated.

Timeline

1. 2013The firm describes itself as a partnership registered with the Securities and Exchange Board of India as an investment adviser under the SEBI Investment Advisers Regulations, 2013.
2. 2025The firm is registered with the Association of Mutual Funds in India as a mutual fund distributor under ARN 62757, valid from 16 June 2025 through 15 June 2028.

Leadership

Akhil Bhardwaj is Senior Partner and Founder.¹

Kunal Dhillon, Nikhil Vikamsey, Pankaj Kumar and Kunal Jain are listed as partners.¹

Tejinder Singh is listed as a senior consultant.¹

Gulnaz Khan is listed as a consultant.¹

Mukesh Jindal is identified as Principal Officer for the investment adviser registration.²

Services

Investment management covers personalised portfolio management, robo advisory, investment planning, asset allocation, portfolio rebalancing, risk management and international investment opportunities.⁵

Wealth planning and tax services include tax planning and retirement analysis.⁵

Estate and trust services include estate planning, trust administration, philanthropy planning, accounting and reporting.⁵

The firm also provides financial advisory and private wealth management as end to end services, with investment product information delivered through monthly and periodic structured reports and specific recommendations.⁵⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Retirement planning
• Cross-border planning

Client focus

Alpha Capital says it serves high net worth and affluent individuals, families, businesses, trusts and charities.¹ It states that its financial solutions are designed around individual and often complex client needs.¹

Investment philosophy and approach

The firm says its advice is supported by knowledge and research.¹ It states that investment advisory clients undergo risk profile and product suitability assessment.² The investment advisory practice is described as independent within the company and maintained at arm’s length from research, mutual fund distribution and other third party product activities.⁵ Investment advisory services require an executed registered investment advisory agreement, updated risk profiling and know your client forms, and a suitability profiling form.⁵

FAQs

Related resources

• LocationMultifamily offices in India

  This directory helps readers compare family office options across India and consider which providers work with affluent families, business owners, trusts, or charities. It also gives context for discussing investment management, financial planning, tax matters, estate arrangements, philanthropy, and administration needs with an India based firm.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers guides on international trusts, cross-border asset planning, and related structures. These materials may help families and business owners identify questions about succession, tax coordination, fiduciary arrangements, and assets held across jurisdictions before discussing cross-border planning with an India based wealth adviser.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Readers can use it to learn how families organize investment oversight, governance, philanthropy, administration, and succession, then consider which responsibilities they may want a boutique wealth management firm to support.

• GuideOutsourced CIO vs multifamily office

  This article explains how an outsourced chief investment officer differs from a multifamily office. It can help a family or business owner compare investment oversight with broader services such as financial planning, tax and estate coordination, risk management, retirement planning, and bill payment administration.

• Similar firmsBlue Ocean Multi Client Family Office LLP
  Foresight Family Office
  First Assetz

  Profiles for Blue Ocean Multi Client Family Office LLP, Foresight Family Office, and First Assetz give readers additional firms to review on this site. Comparing their stated services, locations, and client focus can help families or business owners prepare practical questions for Alpha Capital about investment, planning, fiduciary, and administrative needs.

Sources

1. Alpha Capital, About, accessed 2026-10-23
2. Alpha Capital, Legals, accessed 2026-10-23
3. Alpha Capital, Investment Adviser page, accessed 2026-10-23
4. Alpha Capital, Disclosure, accessed 2026-10-23
5. Alpha Capital, Financial Adviser, accessed 2026-10-23
6. Alpha Capital, Legals, accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.