Alpha Capital Becomes India’s First Wealth Advisory Firm to comply with prestigious CFA code of ethics

Alpha Capital is first of its kind Multi-Family Office & Wealth Advisory Firm trusted by over 10,000 Indian Families.

Mumbai: With a commitment to define new Global Benchmark for Financial Advisory, Mumbai based Alpha Capital, a boutique Private Wealth Management Firm today announced that they have qualified the certificate for the prestigious CFA Code of Ethics.

Speaking on the occasion, Mr. Nikhil Vikamsey, Partner Alpha Capital said, “We are extremely excited to have received the prestigious CFA Code of Ethics Certification. The focus of CFA Code of Ethics is to uphold high ethical professional standards and to protect investors’ interests. The CFA Code of Ethics is highly respected in Global Financial Markets and is considered to be amongst the most stringent”.

Adding said Mukesh Jindal, Partner, Alpha Capital, “Alpha Capital is determined by trust and confidence. Management and growing the financial assets of families is extremely delicate. Over the last two years, Alpha Capital has grown 3X times, only with references and word of mouth. Adhering to the CFA Code of Ethics is imperative as Alpha Capital is led by a group of professionally qualified finance professionals who recognize the dynamics of financial management.”

With multiple certifications, awards and recognition gained over the last eight years, Alpha Capital acclaims itself as a proponent for investment best practices and exponents of highest standards of ethical conduct.

The certificate further strengthens Alpha Capital’s authority as a Multi- family office in India. A multi-family office is an entity which caters to the complex & myriad financial needs of a specific family & dons the role of a chief financial advisor for the family utilising their services. The skilled team at Alpha Capital is qualified to offer:-

• Estate Planning & Trust Administration
• Accounting & reporting
• Investment Management
• Income Tax Planning & Compliance
• Data & document Management
• Compliance & Risk Management

The other two major core competencies of Alpha Capital as a Multi-family office include assistance in areas as educating next-generation members on the responsibilities of wealth, transfer of wealth to next generation, multi generation planning and philanthropy planning.

The CFA Code of Certification further accomplishes Alpha Capital’s transparent ways of conducting business & putting the interests & financial objectives of their investors first.