Since 2015 · India · Dubai · Mauritius
People Before Products, Always.
We’re a company built on one idea: your plan should answer to your goals, not to a commission sheet.
Who We Are
Our Overview
Client First Alpha is a wealth and financial products distribution company built on a simple belief — “Wealth is not just about numbers, it’s about possibilities.”Since 2015, we’ve helped families and businesses turn their aspirations into a lasting legacy through disciplined, transparent, and client-first distribution philosophy. Guided by our promise, “Crafting Wealth. Curating Legacies.” we work to close the gap between your financial goals and your investments.
2015
Serving clients since
3
Countries — India, Dubai & Mauritius
AMFI
Registered Mutual Fund Distributor
20+
Team of professionals
What We Do
- ✓Goal-based Solutions & Suitability Assessment
- ✓Alpha360 — Net Worth Tracking & Financial Dashboard
- ✓Portfolio Management (PMS) & Mutual Fund Distribution
- ✓Insurance & Risk Management
- ✓Private Equity & Real Estate Investments
- ✓NRI Wealth Solutions & Family Office
- ✓Estate & Succession Planning
Credentials & Recognition
- Registered PMS Distributor (APRN04983)
- AMFI-registered Mutual Fund Distributor (ARN-125367)
- IRDAI-licensed Corporate Agent (CA Registration No.: CA1689)
- Business Associate of Motilal Oswal Financial Services Ltd.
- Awarded by Motilal Oswal, SBI Mutual Fund, ICICI Prudential & Invesco AMC
- CIN: U67100CT2009PTC021411
Our Solutions
What We Offer
Goal-Based Solutions
We start by understanding your life goals, then build a personalised, suitability-assessed roadmap that keeps every investment aligned with what matters most to you.