PeakAlpha Investment Services

About PeakAlpha

• Awarded “Best Performing Individual Financial Advisor” (National Level & South Zone) 2014 – 15 by UTI CNBC TV 18

• Wealth Management company offering personalized financial planning solutions and other advisory services.

• A team of 30 individuals currently working with over 3,500 customers across 80 companies in different cities in India and across the world.

• Managing assets over ₹290 crores

Need for PeakAlpha• Rampant mis-selling of financial products

• Products sold to on the basis of commission or perks earned by the distributor, rather than it being customized to a customer’s needs

• Plethora of financial products in the market, their complexities often buried in fine print

• Most customers do not understand the intricacies of managing money effectively and hence make the wrong investment decisions

How can PeakAlpha help

• Build tailor made financial plans based on customer goals, risk appetite, and current financial situation

• Conduct market research to identify potential products and solutions that are just right for the customer

• Provide goal-based advise through our state-of-the-art financial planning model

The “How”Meet at regular intervals to assess progress of the plan. Execute necessary modifications to the plan to ensure goals are still on track.

The following are discussed during quarterly review sessions

• Retirement Planning

• Asset Allocation

• Risk Management

• Wealth Creation

• Tax Planning

PeakAlpha Services• Comprehensive• Long term solution• Individualized approach• Quarterly reviews• ₹8,000 for 4 reviews

• Focused goals• Medium term solution• Customized approach• Review every 4 months• ₹4,000 for 3 review

PeakPlanner PeakFolio

Mutual funds

General Insurance Real Estate

Bonds

Life Insurance

PeakFilter

• An in-house mutual fund filtering mechanism that selects the top-performing funds

• Customers invest in funds that offer consistent returns over the long run compared to peers in same category

• Agnostic mutual fund scheme selection, impervious to all other factors except performance of the schemes

Founders

Shyam Sunder (Wharton Business School, University of Pennsylvania) – Managing Director

Priya Sunder (Northwestern University) – Director

Awards