Alpha Capital is a wealth management and MFO boutique firm set up in xx. The website mentions offices in five locations – Mumbai, Gurgaon, Kolkata, Coimbatore and Siliguri. It does not mention which SEBI license the firm holds.
The firm was included in the Asian Private Banker 2020, 2019 and 2018 lists of top 20 private wealth firms in India. It has also been winning various awards including the UTI Financial Advisor Awards in 2013 and 2011. The website mentions several other accolades such as being invited by London School of Economics to share its story.
Dr Mukesh Jindal
Mukesh gained experience in setting up and managing family offices for affluent families in his previous assignment as a partner with Client Associates. He did his Masters in Finance from University of Delhi after completing Engineering in Computer Science. He is a CFA Charter holder from CFA Institute, US and a CAIA Charter holder from CAIA Association, US. He is also a CFPCM from Financial Planning Standards Board (FPSB). Mukesh completed his Doctorate in Finance and attained Ph.D. degree with his thesis on ‘Relationship of Asset Allocation Policy and Portfolio Performance’. He is an Associate Faculty with Department of Financial Studies, University of Delhi.
From the website
“Selecting the appropriate asset mix is one of the most important investment decisions clients can make toward successfully meeting their investment objectives and managing their portfolio risk. While the foundation of a portfolio should be a long-term strategic asset allocation, we believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they evolve.”
Prepared by – MMI Team, May 2021