Wealth Management, Private Wealth, Insurance & Estate Planning
Financial Services Commission, Mauritius
alphaquantumgroup.com
A message from our Founder & Managing Director.
At Alpha Quantum Group, our mission is to help you secure and grow your wealth with confidence, blending time-tested strategies with innovative solutions tailored to your goals.
We believe in truly personalised wealth management every recommendation is shaped around your unique risk appetite and long-term ambitions.
Wealth is more than financial returns. Through estate planning and UAE Wills, we help ensure your wealth is passed on smoothly and in accordance with your wishes.
An FSC-regulated financial services group based in Dubai, UAE, blending proven strategies with disciplined research to deliver sustainable, long-term growth.
Vision
To become the most trusted partner in wealth creation and financial well-being, delivering innovative investment solutions that foster long-term growth, stability and financial independence for clients across all life stages.
Mission
To provide tailored wealth management solutions that help clients achieve financial success through innovative, ethical investing, and to build long-term relationships based on transparency and trust.
What we do
Wealth Management
Private Wealth
Estate Planning
Insurance
Financial Planning
Investors
Professionals
Years of experience
Firm figures as reported by Alpha Quantum Group, 2026.
A comprehensive suite of services designed to protect, grow, and preserve your wealth.
Estate Planning
Comprehensive strategies to protect and transfer assets to future generations.
Investment
Tailored portfolios aligned with your goals, built through top-tier banking partnerships.
Insurance
Robust protection solutions safeguarding you, your family, and your business.
Financial Planning
Holistic planning to help you achieve long-term financial security and freedom.
Navigating estate planning in the UAE requires careful consideration. Without a registered Will, UAE law, not you, decides how your assets are distributed, and the rules differ for Muslim and non-Muslim estates. The outcome may not align with your intentions.
- Tailored Wills, registered through the DIFC Courts or the relevant UAE authority
- Managing cross-border assets & property ownership
- Safeguarding estates from legal uncertainties
- Protecting wealth and ensuring guardianship wishes
- Securing your legacy with confidence
Investment opportunities sourced through our relationships with leading global banks. Our approach: thorough research, effective risk management, and a relentless focus on client outcomes.
- Thorough analysis & due diligence on every opportunity
- Aligned with each client's goals and risk tolerance
- Diversified across a broad range of asset classes
- Access to structured notes via leading global banks
Autocallables
Regular coupons on leading stocks and indices, with early redemption.
Growth Series
Capital appreciation on market leaders like Alphabet, Apple and Microsoft.
Capital Guaranteed
Capital repaid in full at maturity, with returns linked to assets like gold.
Credit Linked Notes
Fixed monthly coupons linked to the credit of a single company.
Indian Investor Series
Structures for Indian investors, built around long-term capital gains.
Good to know
Issued by banks such as Morgan Stanley, J.P. Morgan and BNP Paribas. Capital is at risk unless stated otherwise.
what matters
- Term insurance affordable, fixed-period coverage
- Death benefit paid to beneficiaries during the policy term
- Comprehensive coverage beyond term insurance
- Expert guidance to navigate every option with confidence
Comprehensive planning tailored for long-term success, from goal-setting to ongoing review, including global investments and NRI services such as RNOR planning.
Child Education
Plan for the finest schools and universities, at home or abroad.
Retirement
Preserve your lifestyle and protect your wealth across borders.
Planning
Thoughtful wealth stewardship, tailored quietly around your family's values: a dedicated relationship manager, access to our investment committee, and specialist tax and estate support.
Banking, lending and custody services are provided through our partner banks.
Advisory
Professional investment advice with implementation support and regular portfolio reviews.
Fee: assets under adviceDiscretionary
Full discretionary portfolio management with personalised strategies.
Fee: assets under managementFamily Office
Family wealth coordination, governance and next-generation planning.
Fee: tailored to scope
Research-Driven Decisions
Backed by thorough analysis and a deep understanding of global markets.
Diversification & Risk Management
Protecting and growing capital through disciplined portfolio construction.
Long-Term Perspective
Fostering lasting client relationships and long-term outcomes.
Portfolio Construction
Thoughtfully combining assets for better risk-adjusted outcomes, with portfolios customised to each client's goals, circumstances and risk tolerance.
Risk Management
Effective risk management is essential for successful investment outcomes and preserving capital.
- Rigorous risk assessments and continuous monitoring
- Timely adjustments as markets change
- Prioritising capital preservation and long-term consistency
Instrument Selection
Selecting the right instruments is crucial to effective portfolio management over the long term.
- Thorough analysis and due diligence
- Aligned with clients' goals and risk tolerance
- Diversified across a broad range of asset classes
A visionary team combining experience, innovation, and dedication to deliver exceptional financial guidance for every client.
combined
experience
11+ years experienceUmang Bhone
PGPX, IIM Ahmedabad · CFA
Private Banking & Insurance India & UAE
11+ years experienceAniket Ahire
PGP Finance, IMT Hyderabad
Private & Mortgage Banking India & US
13+ years experienceSharon D'Souza
PGP, ITM Mumbai
Private Banking & Operations India & US
13+ years experienceBharti Bhagwani
PGP Finance, KJSIM Mumbai
Private Banking & Global Alternative Assets India & UAE
A growing footprint across key financial markets, serving clients across the GCC, India and Africa.
Offices 206 & 311, Churchill Executive Tower, Business Bay, Dubai, UAE
FSC Financial Services Commission, Mauritius. Global Business Licence No. GB26205768; Investment Adviser (Unrestricted) licence.
GCC · Africa · India
Headquarters
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