SEBI Registered Investment Advisor – SEBI Reg No: INA200007043
It takes a great financial plan to
make dreams come true
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! Come, have one-on-one conversations that are tailored to your needs.
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What makes us unique?
This is how financial freedom feels
Sometimes, it’s best left to our customers to tell you how we’ve made a difference to their lives.
Our customers are our focus. When they win, we win.
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
We were once victims too!
What defining event in the founders’ lives created this company that is so highly awarded, year after year? Find out!
We are Shyam and Priya Sunder. When we moved to Bangalore in 2003, we decided to invest in the Indian market. We put our trust (and savings) in the hands of the wrong person. This experience left us a bit poorer but a lot wiser. So we decided to start our own financial advisory company so that no one else would ever have to go through what we did.
We built PeakAlpha from the ground up, with one key idea – to treat our customers’ money like we would treat our own. We were determined to be a completely impartial body, putting customers first – always. More than a decade later, PeakAlpha still stands for everything we envisioned.
We had a dream. To be India’s best!
NATIONAL LEVELThe press loves us!
It's time to hold your money to higher standards. Women have been equipped with all manner of survival skills to face the big bad world. Juggle 1,350 tasks in a day with our supercomputer brains. Run in stilettos. Communicate entire conversations across a crowded room with no words, only raised eyebrows
“Experience is the best teacher, and the Covid pandemic gave us some unforgettable lessons,” says Priya Sunder, co-founder and director of PeakAlpha Investments. She shares these 5 financial lessons with us which we need to learn from the pandemic.
Buying a property is also a long-term commitment if you are taking a loan. "You need to ensure that not only do you have funds for down payment, but are also in a secure job to fund the EMIs for the next 20-odd years.
It’s very important to be insured against huge losses and hospitalization falls in that category. You may not make use of the policy at all in your lifetime, or realise that you paid more than you claimed...
You can build a retirement fund that is tax efficient, which grows at a faster rate than annuities, is flexible enough to increase pay-outs each year with increasing inflation and which is also liquid.
If you don't know where you are headed, any road will take you there. If the direction you are headed is not aligned to your goals, then the risk is that you may end up in a place where you did not intend to be.
Going by the historical inflation rate,
a Rs 100 earned 30 years ago will buy you groceries worth Rs 14 today.
People tend to concentrate too much in one asset class, "Sunder says. Instead, they need to keep re-balancing their portfolio every quarter to keep a good balance." If you keep re-balancing...
An investor should have clarity on what he or she wants to achieve. Every investment should be tied to a goal, it could be anything — planning for retirement, buying property or financing children's...
Part of our work has been to encourage more women to be involved not only in the financial decisions of a family, but also to take stock of how much they are saving and the ways in which the...