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Akhil Bhardwaj — Partner · Alpha Capital · Gurgaon, Haryana, India.
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About
Provide Financial advisory in a very unique and distinct manner under the concept of "Family office". Founder partner at ALPHA CAPITAL, a boutique wealth management company established in 2009, operating across India & Dubai. Also assist solution towards Estate planning, Tax & financial planning
Also heads finance committee of Non-profitable society - DKS Siksha Prasar Samiti & under Board of Directors of BDS international School & aspires to bring financial competence in Tier 2 cities, where awareness about investments is limited.
Experience
PartnerCurrent
Alpha Capital · India
Dec 2009 – Present
Design financial plan, investment plan & majorly advise people over their investments
Consultant
Client Associates
Feb 2007 – Dec 2009
Analyst (first 6 months) - working under as a team to support the operationality of Private Banking job. Associate (1.5 year) - Managing HNI wealth, designing investment plan, Tax planning, will making, Risk management strategies, Model testing. Consultant (6 months) - Marketing co's business model, Acquiring HNI client's, Managing team.
Education
Skills
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