Alfa Global Group

+91 44-2224-2929 contact@alfaglobalwealth.com Contact the Group
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Alfa Global Wealth Advisors

Family Office & Treasury Platform

Family Office & Treasury Platform

Alfa Global Wealth Advisors

Alfa Global Wealth Advisors serves as the family office and treasury platform of Alfa Global Group. The Company stewards and allocates the Group’s own capital across its operating businesses and strategic holdings.

The Company does not have external clients. It does not provide investment advice, portfolio management or any other financial service to the public, and it does not accept funds from third parties.

Alfa Global Wealth Advisors logo Family office
Mandate & Role

Confined to the Group’s own capital

The Company’s mandate is confined to the Group’s proprietary capital. It works with the Group’s leadership to set capital priorities, maintain appropriate liquidity, and support each operating business in pursuing its long-term objectives. All capital deployed is the Group’s own.

Core Functions

What the Company does for the Group

The Company performs the following functions for Alfa Global Group and its entities. They cover the stewardship of the Group’s capital as well as the governance, risk and control frameworks that support it.

Stewardship of Group Capital

Custody, preservation and long-term stewardship of the Group’s own capital in accordance with policies approved by the Board.

Capital Allocation Across Group Businesses

Allocation of proprietary capital to the Group’s operating businesses and strategic holdings, aligned with the Group’s long-term priorities.

Treasury & Liquidity Management

Management of the Group’s own liquidity, funding requirements and cash reserves to support the continuity of its operations.

Governance, Risk Management & Compliance

Oversight of governance structures, risk frameworks, standard operating procedures and compliance processes across Group entities.

Internal Assurance

Internal audits and reviews intended to uphold operational integrity and regulatory compliance within the Group.

Internal Control over Financial Reporting

Frameworks for financial reporting controls and oversight across the Group’s entities.

Approach

Long-Term Capital Stewardship

The Company takes a measured, long-term approach to the Group’s capital. Before any capital is committed to a Group business or strategic holding, it is subject to internal due diligence, risk assessment and governance review. The Group’s capital is managed solely for the Group’s own account.

Alfa Global Wealth Advisors logo Family office
Values & Corporate Information

Clarity, transparency and long-term value

The Company is guided by clarity, transparency and long-term value. Alfa Global Wealth Advisors is a private limited company incorporated in Chennai in 2008, and it remains committed to regulatory compliance and operational integrity.