This is us, Giving

A Shape to your plans

Who we are?

Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, trusts and charities. Each financial solution we create is tailored to fit unique, individual and often complex needs. Our capabilities have been developed through patience and strength.

The Alpha Capital team has unparalleled resources to help you identify opportunities and possibilities. Whether your vision or lifestyle is local or global, we can help create the future you desire. We offer you the simplicity of a single point of contact, an advisor you select and trust, backed by a sophisticated team of experts.

About_page_rs_bukket Portfolio Management

Vision

 about_vision Financial Advisor

Creating Wealth

Simplifying Finances

 about_vision Portfolio Management
about_vision Financial Planning
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Our Approach

Alpha Capital's sole aim is to help the clients in creating wealth and to simplify their finance. We want to give the right piece of advise with correct knowledge and research so that you are safe.

With our high level of service at your doorstep, you can believe in us and trust us with closed eyes that we would give you the right information and the right plan for you to invest your money in.

We move ahead with our work so that you get the best at a low price,setting a benchmark for financial advisory.

We at Alpha Capital are here to simplify the finances of our clients and help them in the generation of wealth. Working with high ethics and integrity has been our trademark and we boast of offering the best services to our customers. In a market where there are too many competitors, we always look to provide the best services at minimal costs. We also look ahead to become a global benchmark for financial advisory

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Soumen Basu

Soumen Basu was till end November 2007 Executive Chairman of Manpower – India, which is a 100% subsidiary of Manpower Inc. a Fortune 500 Company and a global leader in Human Resources and Staffing Solutions.

While in Manpower for three years, Soumen’s priority was to build the team, mentor senior management, and lay the foundation for establishing Manpower India as a leading and dominant recruitment services firm in India. During this period, Right Management, a Manpower Company, started the process of acquiring Grow Talent India Pvt Ltd.

Soumen served on the Board of Right Grow Talent India Pvt Ltd during the phase of transition.

Prior to joining Manpower, Soumen worked with three premier banking institutions during a career spanning thirty three years.Soumen started his career in State Bank of India as a Probationary Officer and after about ten years in various assignments, joined ANZ Grindlays where he held senior positions across the Corporate and Consumer Banking businesses and in functions such as strategy, process re engineering and operations.

Following the acquisition of ANZ Grindlays by Standard Chartered Bank in 2000, Soumen became Chief Operating Officer – India Region. Responsible for the management of around 1900 staff across multiple locations and functions, he led the integration of IT and Operations of both banks.

During this time, he was also instrumental in the establishment of Scope International (Standard Chartered Bank’s wholly owned subsidiary for outsourcing of global operations). He served as Director of both Scope International and Standard Chartered Finance Ltd (a non-banking finance company). During his tenure in India he was also a member of Standard Chartered Bank’s India Management Committee.

In 2003, Soumen moved to Singapore where he was in a global role with the Wholesale Bank of Standard Chartered, managing the Credit Risk Control function and the Basel Programme.

Soumen is now an independent consultant in the areas of organization, human resources and corporate affairs. Apart from offering consultancy services in these areas as Managing Partner of DGA Consulting, he is also associated with the following companies:

  • as Executive Advisor to Manpower Inc. for corporate affairs
  • as an Associate with Right Management India Pvt Ltd. one of India’s leading HR consulting companies and a 100% subsidiary of Manpower Inc. on leadership development and executive coaching
  • as a non-executive Director of India Carbon Ltd .

Soumen has undergone a formal accreditation program in coaching with Right Management.

Soumen graduated with honours in English from Presidency College, Kolkata. He is married to Manjusri who was an advertising professional earlier and is presently a freelance editor and homemaker. They have a son, Sambit, and a daughter, Madhulika.

Soumen’s interests include history, reading, music and theatre.

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Our Clients

Families come to Alpha Capital for many reasons, and with vastly different needs and circumstances. Some of these scenarios include:

  • Entrepreneurial wealth — Many clients accumulate significant wealth as a result of long-term entrepreneurial success or the sale of a business. The sooner they begin planning, the greater the impact we can have on helping them diversify their holdings, plan for taxes, implement investment and estate planning strategies, and ultimately facilitate the management of their increasingly complex financial lives.
    • Major inheritance —A large inheritance can be a life-changing event. A multi family office can help you devise appropriate tax and estate planning strategies, identify and articulate your philanthropic goals, and coordinate all the services associated with the management of significant wealth.
    • Senior Executive — Senior corporate executives create wealth through regular compensation and stock options. It is important to channelize savings into investments so as to have a protected future.A multi family office prepares a blue print for the same and ensures management of the same .
    • Existing family office — Clients who already have a family office often look to Alpha Capital to enhance capabilities in specific areas.
    • Reliance on individual advisors — Clients served by an array of individual investment counselors, accountants, lawyers, brokers and other professionals often find it beneficial to leverage the skills of a multifamily office to more efficiently and effectively coordinate service delivery with their providers.

    Regardless of your family's specific situation and needs, you may recognize a growing need to diversify investments, create a family legacy and manage what is becoming an increasingly complex financial situation. Alpha Capital can help you find a more efficient and satisfying approach.

    While there is no universally accepted definition, a multi family office can generally be described as an entity that supports the complex financial needs of a specific family and acts as their "chief advisor. "Multi Family offices typically provide personalized services, technical expertise, creative business leadership and day-to-day management of financial affairs.

    Some compare the family office to a family's "back office" for all product and service providers and professional advisors, providing advocacy for the family's best interests while serving to strengthen the family mission and legacy.

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    Compliance

    Alpha Capital is into financial advisory business which is regulated by Association of Mutual Funds in India (AMFI) Alpha Capital complies with AMFI Guidelines and Norms for Intermediaries

    Alpha Capital strives to supplement the efforts of its clients in creating wealth. The company aspires to achieve this by following high standards of ethics, integrity, and professional excellence. Hence, Alpha Capital has decided to follow the regulations of CFA Institute, USA along with AMFI.

    To ensure highest quality of management and processes, Alpha Capital follows the guidelines of ISO 9001:2008. It was awarded with ISO 9001:2008 certification recently.

    Some of the new regulations which Alpha Capital has started following from this financial year onwards are as under:

    • Disclosure of earnings – Will disclose earnings from the transactions of respective clients.
    • Diligence and Reasonable Basis for advice – On request, will share with clients all the research work and financial models used for giving them the advice.
    • Disclosure of conflict – Will make full and fair disclosure of all matters that could interfere with its duties towards the clients.
    • Record Retention – Will maintain all the records of research, client documents etc for 7 years.

    The above regulations are in addition to the existing regulations being followed by Alpha Capital like Client Confidentiality, Suitability, Professionalism, Investment Analysis and Research, Duties to client, etc.

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    Partner

    Alpha Capital,a Corporate Member of AAFM India (American Academy of Financial Management) recognizes the Charted Wealth Manager Certification Program and covers Global Wealth Management &Financial Advisory Skills

    Senior professionals manage the firm's advisory
    relationships, are involved in day-to-day
    execution and provide unlimited access to clients.

    Management Team

    The management team has more than 50 years of experience in capital market.

    The key members are as under:

    mukesh jindal Best Financial Advisor

    Dr. Mukesh Jindal
    (CFA, CFP, CAIA, Ph.D.)

    Mukesh brings with him the expertise of setting up and managing Family Office
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    akhil bhardwaj Top Financial Advisor.

    Akhil Bhardwaj


    Akhil has years of experience in Private Wealth Management. Akhil has done his MBA in finance from ICFAI Business
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    kunal Wealth management

    Kunal Dhillon


    Kunal has done his MBA from IIMM, Pune after completing B.Com from Delhi University.
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    nikhil Vikamsey Private Wealth management

    Nikhil Vikamsey


    Nikhil Vikamsey is a qualified Chartered Accountant and LLB. Nikhil has over a decade of professional experience.
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