Alpha Capital helps Delhi families bring their investments, property, HUF holdings and succession plans under one clear strategy, with a single team accountable for all of it.
SEBI RIA Reg. No. INA100016390 | Delhi office in 804, 805, 8th Floor, Tower B4, Spaze I Tech Park Sec-49, Sohna Road, Gurgaon-122018 , Haryana, India. | Also in Gurugram, Mumbai and Dubai (DIFC)
A multi family office in Delhi is a single advisory team that looks after the combined wealth of a small group of families. At Alpha Capital, our Delhi team advises business families on how their investments are allocated, how property and HUF assets will pass to the next generation, and how the family makes financial decisions together, with everything reported in one place.
Signs Your Family Has Outgrown Its Current Setup.
| What families tell us | How a family office helps |
|---|---|
"Our CA, broker and bank manager each see only one part of our money." | One team sees the full balance sheet and coordinates every advisor. |
"We don't know our real asset allocation across the family." | Quarterly consolidated reports across individuals, HUFs and companies. |
"The business and our personal wealth are mixed together." | Clear separation of operating capital, family reserves and investments. |
"Nobody has written down how property will be divided." | A documented succession plan built with your lawyer. |
"The next generation isn't involved in financial decisions yet." | Structured family meetings and education for younger members. |
How We Structure Your Family's Wealth:
Grow, Protect, Transfer.
Grow.
Build an investment policy the whole family agrees on, then run it with discipline.
Asset allocation across equity, debt, alternatives and global markets, set to each family member's time horizon.
A single statement for every entity and account, so decisions are based on the complete picture.
Protect.
Reduce the risks that quietly erode family wealth.
Insurance adequacy, concentration in the family business, and filings for family entities.
Structuring across individual, HUF and company holdings with your CA.
Title deeds, lease papers, wills and policies kept organised and retrievable.
Transfer.
Pass on wealth, and the ability to manage it, without disputes.
Wills, private trusts and family settlement arrangements.
Preparing heirs to take on responsibility.
A governed structure for the family's giving.
What Makes Family Wealth Planning
in Delhi Different.
DDA and L&DO leasehold homes
Much of Delhi's older residential stock, from DDA flats to bungalows in Lutyens' Delhi, is held on lease from the Delhi Development Authority or the Land and Development Office rather than owned outright. After the allottee's death, the property has to be mutated or substituted in the heirs' names in the lessor's records, and freehold conversion typically follows only after that step. Families that keep wills, allotment papers and heir details in order avoid long delays here.
[LEGAL TEAM TO VERIFY WORDING BEFORE PUBLISHING]One family, three state jurisdictions
It is common for a Delhi family to hold a residence in Delhi, office space in Gurugram and a plot in Noida. That means three separate regimes for registration, stamp duty and municipal records: Delhi, Haryana and Uttar Pradesh. A gift or transfer that is simple in one can be costly or slow in another, so we plan each asset according to where it sits.
HUFs, coparceners and partition
Hindu Undivided Families remain a common way for Delhi business families to hold property and investments. Since the Hindu Succession (Amendment) Act, 2005, daughters are coparceners with the same rights as sons, which changes how many older HUFs should be managed and eventually partitioned. We review HUF holdings with your CA and lawyer so the structure still reflects the family's intentions.
[LEGAL TEAM TO VERIFY WORDING BEFORE PUBLISHING]When the business changes hands
Delhi's trading and manufacturing families often face a generational handover and a wealth decision at the same moment. Whether one sibling runs the company or the family sells a stake, we help separate who controls the business from how the family's wealth is shared.
Multi Family Office, Private Bank or
Independent Advisor?
| Private bank | Individual advisor | Multi family office | |
|---|---|---|---|
Scope | Assets held with the bank | Usually investments only | All family assets, entities and advisors |
Family-level view | Limited to own products | Per client, not per family | Consolidated across members, HUFs and companies |
Succession and governance | Often referred out | Rarely covered | Core part of the service |
Coordination with CA and lawyer | Case by case | Case by case | Ongoing and structured |
Best fit | Banking and credit needs | Simpler portfolios | Multi-generational families with complex holdings |
Families that later want a dedicated in-house team can also get help designing one. See our family office services page.
Your First 90 Days With Our Delhi Team.
| Weeks | Stage | What happens |
|---|---|---|
Weeks 1 to 2 | Understand | Private meeting at our Delhi office or your home. We learn how the family is structured, who makes decisions and what matters most. |
Weeks 3 to 6 | Map | We collect statements, HUF and company records, property papers and existing wills, then prepare a single map of everything the family owns and who advises on it. |
Weeks 7 to 10 | Recommend | We present an investment policy, a property and succession plan and a tax approach, and refine them with the family and its existing advisors. |
Weeks 11 to 13 | Implement | Agreed changes are put in place, reporting starts, and a review calendar is set for the year. |
An Illustrative Engagement.
A South Delhi manufacturing family, three generations. The founder holds most assets personally and through an HUF. Two sons work in the business; a daughter lives in London. Property includes a DDA-leasehold home, a Gurugram office and farmland outside the city.
Consolidate holdings into one report; update the will and heir records ahead of any mutation; review the HUF in light of the daughter's coparcenary rights; set a policy that separates business reinvestment from family reserves; and start quarterly family meetings that include the daughter by video.
Our Delhi Office.
| Office | Alpha Capital, Delhi 804, 805, 8th Floor, Tower B4, Spaze I Tech Park Sec-49, Sohna Road, Gurgaon-122018 , Haryana, India. |
|---|---|
| Phone | |
[INSERT] | |
| Hours | [INSERT] |
| Nearest Metro | |
| Areas we serve | South Delhi, Central Delhi, West Delhi, North Delhi, East Delhi, Gurugram, Noida and Faridabad [CLIENT TO CONFIRM] |
Based in Gurugram? Our family office in Gurgaon team is closer to you.
The Advisors Behind Our Delhi Practice.
![AKHIL BHARDWAJ, [Role], Alpha Capital Delhi](/assets/images/about/akhil-bhardwaj-2026.png)
![PANKAJ KUMAR, [Role], Alpha Capital Delhi](https://ik.imagekit.io/alphacapital2022/images/about/leadership/pankaj-kumar-2026_XHYbhZU7m.png)
![NEERU SEAL, [Role], Alpha Capital Delhi](https://ik.imagekit.io/alphacapital2022/images/about/leadership/Neeru-Seal_9zN6Q0Gij_.png)
![DEEPTI GOEL, [Role], Alpha Capital Delhi](https://ik.imagekit.io/alphacapital2022/images/about/consultants/deeptigoel_mT0g_sV97.png?ik-sdk-version=javascript-1.4.3&updatedAt=1657893322730)
How Our Approach Works in Practice.
| Registered and accountable | SEBI Registered Investment Adviser INA100016390 |
|---|---|
| Qualified team | [CFA charterholders / CAs / CFPs: INSERT NAMES AND CREDENTIALS] |
| Small client base | Each family is served by a named senior advisor, not a call centre |
| Defined allocation framework | Our 40/40/20 model [CLIENT TO PROVIDE ONE LINE EXPLAINING IT] |
| Local and global reach | Offices in Delhi, Gurugram, Mumbai and Dubai (DIFC) |
| Scale | [AUM / number of families, only if compliance approves] |
| Awards | [Factual name, year and awarding body only, if any] |
Questions Delhi Families Ask Us.
Who is a multi family office in Delhi suited to?
Where is Alpha Capital's Delhi office?
Where will our assets be held?
Can you help us manage an HUF?
Our home is DDA leasehold. What should we prepare?
Can younger family members be part of the process?
How is our family's information kept confidential?
How often will we meet?
Start a Private Conversation in Delhi
Tell us a little about your family, and a senior advisor from our Delhi office will be in touch.
Alpha Capital [LEGAL ENTITY NAME] is registered with SEBI as an Investment Adviser, Registration No. INA100016390, BASL Membership No. [NUMBER].
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. [COMPLIANCE TO CONFIRM EXACT MANDATED TEXT]
