Leadership
The registrations and record behind our advice.
Wealth advice is only as trustworthy as the person giving it. Here is who leads Client First Alpha, and the regulatory registrations that stand behind our work.
Our Leadership
Meet Our Founders
Kunjan Gupta
Founder & Managing Director“योगः कर्मसु कौशलम्”— Excellence in action.
Kunjan Gupta brings over two decades of experience and a deeply process-driven approach to wealth and investing. Known for questioning conventional thinking and looking beyond the obvious, he believes meaningful wealth is built through clarity, discipline and informed conviction.
His philosophy became particularly evident during the uncertain periods like COVID, when the market was dominated by short-term opportunities and the pursuit of momentary gains. While many focused on what could be made today, Kunjan remained focused on what could be built for tomorrow — helping clients protect their wealth, create sustainable growth and lay the foundations of a lasting legacy.
This philosophy evolved into his BIG Framework — Balanced Integrated Growth approach, which brings together goal-based investing, portfolio solutions, risk management and long-term wealth creation.
For Kunjan, wealth management is not merely about managing money. It is about understanding the people, their aspirations and creating legacy with their wealth, and making decisions today that continue to serve generations tomorrow.
His expertise is shaped by being Awarded in International Wealth Management from CISI, London, UK, and Awarded in Value Investing from Columbia University, USA — complemented by hands-on experience across leading global financial institutions including Zurich Insurance, Manulife and Bank of Julius Baer.
Shikha Gupta
Co-Founder & Director“सेवा परमो धर्मः”— Service is the highest duty.
Shikha Gupta is a co-founder and an integral pillar of Client First Alpha group, bringing together people, processes and purpose. With her experience across operations, people management and marketing, she has played a defining role in shaping the organisation and its culture. Her instinct to put the client at the heart of every interaction was among the earliest foundations of the firm's service philosophy. What began as her personal approach has since become deeply embedded in Client First Alpha, shaping how the entire organisation understands and serves its clients.
For Shikha, putting the client first is more than a philosophy — it is a responsibility. She believes that true wealth management is built on relationships where clients feel heard, understood and genuinely cared for. Her approach combines operational excellence with a deep commitment to client experience, ensuring that every interaction reflects clarity, responsiveness and trust.
Behind every family we serve is a story, a responsibility and a vision for the future. Shikha believes her role is to ensure that clients never feel they are navigating that journey alone.