We help you intelligently plan your investment
With an expert team of ‘dream deliverers’ at your side, we guide you all the way – from making timely investments that fund your education…to living the good life into retirement!
Financial Planning
Let our experts customize a comprehensive financial plan for you using state-of-the-art technologies and skills to diversify your portfolio, lower your taxes, and help you achieve all your financial goals in life — comfortably.
Retirement Planning
Meet our robust and detailed retirement planning service, and go comfortably into your senior years with enough money to, literally, last a lifetime.
Tax Planning
Our tax specialists will design the tax plan that makes the most sense for you, and find best-fit financial products that will save you taxes while supporting your goals.
Mutual Funds
Our portfolio management experts will guide you on investment planning to deliver the most optimal returns possible for your age and risk preferences with regular advise on when to invest.
Children’s Education
We help your children sail through school with specialized plans that will provide for their educational needs with the minimum compromises — no matter what your circumstances.
What makes us unique ?
Certified Financial Advisors to Plan your Investments
Access to a personal financial planner to intelligently plan your investment and wealth management
Extensive Unbiased Research on Investment
Our extensive research on risk mitigated investments and Unbiased ranking tool
PeakPlanner – Wealth Monitoring Dashboard
Mobile Application where user can download and monitor investments, wealth etc real-time
Advisory Execution & Easy Implementation
Team of veteran professionals ensure accurate and timely execution of transactions on a highly secure platform
Signup now to talk to our Financial Expert
Signup now to talk to our Financial Expert
India’s #1 SEBI Registered Financial Planners Making Your Dream Come True Since 2005
From despair – to dreams fulfilled!
YOU are our focus. When you win, we win.
Our customers speak from their hearts recalling how their unique plans have lifted them from dire situations to dreaming the impossible!
I am thrilled that because of the planning, I can safely retire earlier if the need arises! I value the quarterly sync-ups with my advisor. My advisor and I share an extremely warm relationship, which makes for more honest communication and builds trust.
Ayesha Dawson
We have been associated with PeakAlpha for almost 7 years and it's been a great relationship. Thanks to all the account managers, starting from Arunava to Amogh to Siddharth to now Kiran for an absolutely amazing job being done. Cheers!" .
Bhaskar Mogili
PeakAlpha helped me realize the magnitude of my expenses and the impact it had on my overall wealth creation and retirement goals. I know they have their eye on my wellbeing constantly. I am never pushed to invest in products.
Aravind Seshadri
I appreciate the easy accessibility to the staff. Knowing that I am providing for the rainy day has given me the independence to use the rest as I please. I like that you do not push me to make lifestyle changes.
Santrupti Rajankar
I owe my confidence in my financial future to PeakAlpha! I can stop worrying about my money because someone else is! Never have they been unethical, or given me advise that didn’t align with my interests. I love their professionalism!
Aarti Shyamsunder
We were initially apprehensive about finding advisory services for our plan from a 360-degree perspective in wealth creation, children’s education, marriage, retirement, insurance etc. We were pleasantly surprised to found all our requirements being met by PeakAlpha.
Sumesh Nair
Every step on the way PeakAlpha treated me as an important customer, even when my investments were small. They helped managing life goals like my wedding and new home purchase. They are my investment and retirement planner and a friend I rely on!
Levllyn Rocha
My money has been invested in a methodical manner, and I have benefited hugely from this. I like the consistency and trust that has been built with my financial planner. I have enough trust that my money is being managed properly.
Yogesh Darwhekar
A lot of financial advisers promise the sun and the moon and later leave you disappointed. With PeakAlpha, the experience was different. Having a trusted, knowledgeable and professional advisor guide you constantly was like a breath of fresh air.
Koustuv Jana
Peak Alpha's staff are now my friends and I refuse to treat them as anything but. I look forward to my visits especially because my planners patiently sit through my rants about multiple subjects, apart from money, during my meetings.
Vishwanath Vittal
I was a bit sceptical initially, but they soon put me at ease with their professional approach. They not only ensure you meet your goals comfortably, but also make sure you are covered if any untoward incident were to happen.
Vignesh Iyer
As a single woman and NRI likely to lose my job any time, I panicked wondering if my savings would sustain me and how long to keep working! PeakAlpha’s time proven plan has been a life saver and a balm for my nerves!
Shubha Priya
Math has never been my strong point. And investing in money markets was daunting. Trusting PeakAlpha to handle my portfolio has been the best decision I ever took. I feel liberated!
Indu Balachandran
My entire finances are being managed by one of the most dynamic women I’ve met! I consider myself lucky that I ran into PeakAlpha and associating myself with you is probably one of the most sensible decisions I have taken in a long time.
Sridhar Ganesan
A financial advisor is required for any person regardless of income level. PeakAlpha is balanced and does not push any particular product over another. Their recommendations are backed by data and they are willing to evaluate your perspective without being openly dismissive.
Rekha Philip
When you see stock market volatility, it’s very easy to lose your nerve, panic and run from equity. A planner will help you focus on the long-term goals, ignoring the short-term blips. Reassurance of a professional is very important. A planner keeps you from making mistakes.
Kailash Munipella