01 / Wealth architecture

Invested in the αlpha of India

Build.Preserve.Grow.

A coordinated wealth strategy for families, professionals and global Indians.

02 / The Alphabet

Your wealth is more than your portfolio.

Investments meet tax, risk, estate, global life and family.

Investments

Capital allocated to a purpose, a horizon and a level of risk you can actually hold.

03 / Perspective changes everything

Who are you planning for?

ONE HOUSEHOLD BALANCE SHEET
Life, mapped together

One view across goals, protection and legacy.

GoalsProtectionLegacy
Build My Wealth Strategy

04 / Global

India,
globally
connected.

Helping global Indians and international families connect their wealth to India, and India to the world.

20Countries1Coordinated approach
IndiaWorld20 countries

05 / One coordinated ecosystem

Six ways we architect wealth.

GOAL HORIZON2045

01 / Financial Planning

Turn ambition into architecture.

A written plan that connects goals, cash flow and tax into one sequence of decisions.

  1. 01Map goals and obligations
  2. 02Model cash flow and tax
  3. 03Sequence the decisions

You leave withYour wealth map

06 / Pratik Dodhia

Guidance,
not distribution.

Two decades spent inside India's largest asset managers — then a decision to sit on the client's side of the table.

Meet Alphabet
Pratik Dodhia, Founder of Alphabet Investment
Pratik DodhiaFounder
  1. Early careerHDFC Mutual FundInside how products are built and sold.
  2. ThenMirae AssetGlobal asset management discipline.
  3. ThenAxis Mutual FundDistribution seen from the other side.
  4. 2014Alphabet Investment foundedGuidance first, product second.
  5. Today700+ families · 20 countriesFounder-led, still in every review.

08 / In numbers

₹1,800Cr+Assets under management
700+Families served
2014Founded
20Verified countries

Access across the investment ecosystem

Approved marks shown for ecosystem context only.

Kotak Mahindra
Mahindra Manulife
Bandhan
Mirae Asset
Franklin Templeton
HDFC
Edelweiss
ICICI Prudential
Tata
Baroda BNP Paribas

09 / A considered next step

Your next decision
starts with a conversation.

  • Confidential
  • No-obligation first conversation
  • Personal, not transactional
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