PeakAlpha - Bengaluru

PeakAlpha aims to fill a void in the financial markets for unbiased financial advice.

In a marketplace where unethical and short-term behaviour is rampant, we felt a dire need for a financial company with integrity and professionalism.

PeakAlpha aims to be nothing less than the most trusted name in financial services. We are a different company, driven by our principles and excited about our future. We want to make all who associate with us proud.

PeakAlpha’s credo is built on eight pillars that guide our work each day

• We treat your money like it is ours – dedicating the time and energy to your funds as we would our own
  We look at things long term and are committed to building durable, long-term relationships with our customers, employees and associates
  We do not set personal or organizational goals that are not aligned with what we would like for our customers
  We do not wish to create wealth for ourselves at the expense of our customers
  We do not think our relationships with our customers are short term and to be milked for what they are worth while it lasts
  We will not churn your portfolios or recommend products we don’t feel are optimal just to make a bit of extra commissions
  We do not believe in managing and motivating our advisors purely on revenue targets
  We do not believe in pushing the limits of what is permissible by law or regulation

Putting money where our mouth is!

Money Talks has a powerful agenda that sweeps across long-term planning, investment tactics, risk management, tax planning, loans, and various financial product types. The presenters combine powerful communication and interaction skills with a depth of knowledge in personal finance. Our workshops cover but are not limited to:

• Personal finance for employees
• Retirement planning
• Empowering women on financial planning
• Tax planning
• Financial planning for senior citizens
• Insurance and risk management

Our Personalized Financial Plans
Give us four hours a year, and never worry about your finances again!

Can you afford to send your children abroad for higher studies? Can you buy your dream villa? Will you have enough money for a secure retirement? Can you start your own business? Can you retire early?

We understand all your dreams, aspirations, goals and create the most optimal financial plan for you. A plan that is perfect for you, a plan like no one else’s.
Captures assets, liabilities, current and future income streams, current expenses, and future outflows, all in one visually appealing portal
Identifies and articulates goals
Regularly monitors your plans. Even if your goals change in the future, the plan is nimble-footed to incorporate those changes and play out viability scenarios
Rebalances your portfolio to ensure that you always buy underweight assets and sell overweight assets in a regular, tax-efficient way