Independent, SEBI-registered advice for Mumbai families who want their investments, succession plans, taxes and reporting managed by one accountable team.
SEBI Registered Investment Adviser: INA100016390 | Mumbai office: Parel | Offices in Mumbai, Gurgaon and Dubai (DIFC)
Alpha Capital is a multi family office in Mumbai that works with a limited number of families to manage their financial lives as a whole. We advise on investments, coordinate estate and succession planning, handle tax planning with your chartered accountants, and deliver one consolidated view of everything the family owns. Our Mumbai team works from Parel and is supported by our offices in Gurgaon and Dubai.
What a Multi Family Office Does for Mumbai Families
Many Mumbai families hold wealth in several places at once: listed shares, a stake in the family business, residential and commercial property, fixed income, unlisted investments and, increasingly, assets overseas. Each of these usually comes with its own banker, broker, CA or lawyer, and nobody is responsible for the full picture.
A multi family office sits above these relationships. It sets the family's investment policy, tracks every holding in one report, coordinates advisors, and plans for how wealth will pass to the next generation.
Because several families share the cost of the team, you get senior expertise without building and staffing a private office of your own.
Who We Work With.
Promoter and business-owning families
who want personal wealth kept clearly separate from the operating business.
Families after a liquidity event
such as a stake sale, IPO or business exit, who need a disciplined plan for new capital.
Second and third generation members
taking over responsibility for family wealth.
NRI families
who hold property and investments in Mumbai while living in the UAE, UK, US or elsewhere.
Senior professionals and founders
whose finances have outgrown a single relationship manager.
Our Multi Family Office Services in Mumbai.
Investment
Advisory Services
Asset allocation and portfolio construction built around the family's goals, time horizon and liquidity needs.
Accounting &
Reporting
One consolidated report covering every account, custodian and asset class the family holds.
Philanthropy
Planning
Structuring family giving through trusts or foundations with clear governance.
Compliance &
Risk Management
Insurance review, concentration risk checks and regulatory compliance for family entities.
Document
Management
Secure, organised records of every agreement, deed, policy and statement.
Specialized Services &
Family Education
Preparing the next generation to understand, manage and protect family wealth.
Estate Planning &
Trust Administration
Wills, private trusts and holding structures designed with your legal counsel.
Income Tax Planning &
Compliance
Tax-efficient structuring and filings coordinated with your chartered accountants.
Wealth Planning Issues Specific to Mumbai Families.
Wills and probate after the 2025 amendment
For decades, wills made by Hindus, Buddhists, Sikhs, Jains and Parsis in Mumbai, or dealing with immovable property in the city, generally needed probate before an executor or beneficiary could enforce rights in court. The Repealing and Amending Act, 2025 omitted Section 213 of the Indian Succession Act, 1925, which removed that requirement. Families with existing wills should review them with legal counsel, since the change affects how estates in Mumbai are administered.
[LEGAL TEAM TO VERIFY WORDING BEFORE PUBLISHING]Property-heavy balance sheets
For many Mumbai families, real estate makes up a large share of net worth. That creates liquidity gaps at exactly the wrong time, for example when an estate has to be divided among heirs. We plan allocation and succession with property treated as part of the whole portfolio, not a separate silo.
Separating family wealth from the family business
Business owners often keep personal savings, guarantees and investments closely tied to the company. We help structure holdings so that a setback in the business does not put the family's personal security at risk.
NRI members and overseas investments
Families with members in Dubai, London or Singapore face questions on residency status, repatriation and cross-border taxation. Resident Indians investing abroad do so under RBI's Liberalised Remittance Scheme, currently USD 250,000 per financial year per individual. Our Dubai office in DIFC supports families with interests in both markets.
[VERIFY CURRENT LIMIT BEFORE PUBLISHING]Family governance across generations
As families grow, disagreements about control and distribution become more likely. A written family constitution, clear trust deeds and regular family meetings reduce that risk. We help families put these in place early.
Single Family Office vs Multi Family Office.
| Single family office | Multi family office | |
|---|---|---|
| Serves | One family | Several families |
| Team | Hired and managed by the family | Provided by the firm |
| Cost | Full cost carried by one family | Cost shared across families |
| Setup time | Months, including hiring and systems | Can begin within weeks |
| Suited to | Very large, complex fortunes that justify a dedicated team | Families who want institutional expertise without running an office |
Some families start with a multi family office and later set up their own. We also help families that are planning a single family office with structure, hiring and investment policy. See our family office services.
How Working With Us Works.
- 1.
Initial conversation.
A confidential meeting with a senior advisor at our Parel office or by video call to understand your family, assets and priorities. - 2.
Discovery and review.
We gather statements, structures and documents, and map every asset and advisor relationship. - 3.
Family wealth plan.
We present an investment policy, succession roadmap and tax plan for the family to review and agree. - 4.
Ongoing management.
Regular reviews, consolidated reporting and coordination with your CA, lawyers and bankers.
Why Families Choose Alpha Capital in Mumbai.
SEBI Registered Investment Adviser [INA NUMBER]
Advisory team includes [CFA charterholders / CAs / CFPs: INSERT NAMES AND CREDENTIALS]
A limited client roster so every family works directly with a senior advisor
Structured 40/40/20 asset allocation framework [CLIENT TO PROVIDE ONE LINE EXPLAINING IT]
Offices in Mumbai, Gurgaon and Dubai (DIFC)
Meet Your Advisors.
![DR. MUKESH JINDAL, [Role], Alpha Capital Mumbai](/assets/images/about/leadership/mukesh_jindal.webp)
![MANJIT SINGH, [Role], Alpha Capital Mumbai](https://ik.imagekit.io/alphacapital2022/images/about/consultants/manjit-sigh-2026.png?updatedAt=1790770701753)
![AJAY AGARWAL, [Role], Alpha Capital Mumbai](https://ik.imagekit.io/alphacapital2022/images/about/partner/ajay_aggrawal_LuHN-w2gZ.png?updatedAt=1756360812168)
![GULNAZ KHAN, [Role], Alpha Capital Mumbai](https://ik.imagekit.io/alphacapital2022/images/about/consultants/gulnaz-khan.png?updatedAt=1778242745746)
Visit Our Mumbai Office.
| Office | Alpha Capital, Mumbai 201, 2nd Floor, Ratan Central, Dr Babasaheb AmbedkarMarg, Dadar East, Parel, Mumbai, Maharashtra 400012 |
|---|---|
| Phone | [INSERT Mumbai PHONE NUMBER] |
[INSERT] | |
| Hours | [INSERT] |
Frequently Asked Questions.
What is a multi family office in Mumbai?
How is a multi family office different from a private bank or wealth manager?
Do I need to move my investments to Alpha Capital?
Can you work alongside our existing CA and lawyer?
Do you advise NRI families with assets in Mumbai?
Is probate still required for a will in Mumbai?
How are your fees structured?
How do we get started?
Plan Your Family's Wealth With a Mumbai-Based Team
One conversation is enough to see whether a multi family office is right for your family.
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]
