It takes a great financial service
to make your dreams come true
PeakStart
From your very first pay cheque, this service will empower you to make the right choices in how you spend, save, and invest. Our tailor-made plans will give you the first-mover advantage to create a financially secure future and achieve your goals. This is an advice-only, one-time service to get you started on your journey towards financial independence.
Get high quality advice and implement recommendations on your own
Wealth accumulation towards one financial goal (except retirement and children’s education)
A one-time flat fee advisory service
PeakAlpha will receive fees only from the client for the services rendered and no other consideration from any other source.
Get high quality advice and implement recommendations on your own
Wealth accumulation towards one financial goal (except retirement and children’s education)
A one-time flat fee advisory service
PeakAlpha will receive fees only from the client for the services rendered and no other consideration from any other source. PeakPlan
You have the blueprint for your life ready – the car, the house, the university for your children … but you could do with an expert strategy to tell you how to accomplish this. PeakPlan does just that: provides a deep dive into what you have, what you need to do and how to get you there. We’ll give you a master plan, and you get to execute it. This is an advice-only, one-time service that provides you with a comprehensive plan to steer you towards your goals.
Simple, clear and time-bound
A high-quality, one-time customised plan to meet your goals
Pay a fixed fee regardless of asset size
PeakAlpha will receive fees only from the client for the services rendered and no other consideration from any other source.
Simple, clear and time-bound
A high-quality, one-time customised plan to meet your goals
Pay a fixed fee regardless of asset size
PeakAlpha will receive fees only from the client for the services rendered and no other consideration from any other source. 
PeakDirect
If you’re looking for a long-term, transparent and consultative service that provides frequent monitoring and feedback, PeakDirect has been crafted for you. In this service, we will advise, implement, review and revise recommendations to make sure they’re always aligned with your goals. In this service, the customer pays a certain percentage on assets under advice.
A high-quality, long-term customised plan to meet your goals
Eligible for reviews once every four months in the first year and in subsequent years based on your segmentation
A fee structure that is based on a percentage of assets under advice
PeakAlpha will receive fees only from the client for the services rendered and no other consideration from any other source.
A high-quality, long-term customised plan to meet your goals
Eligible for reviews once every four months in the first year and in subsequent years based on your segmentation
A fee structure that is based on a percentage of assets under advice
PeakAlpha will receive fees only from the client for the services rendered and no other consideration from any other source. PeakFolio
In this service, we’ll take managing money off your to-do list so you create space to do what you love. Growing wealth needs nurturing, time, and a team of experts who manage portfolios all day. Luckily for you, this is what we do best. This long-term, consultative, comprehensive service comes with a bonus of convenience.
Eligible for reviews once every four months in the first year and in subsequent years based on your segmentation
Get assistance with all service requests relating to transactions implemented by PeakAlpha
Convenience of timely implementation and support by PeakAlpha’s operations team
PeakAlpha will assist with implementations of recommendations in regular mode, for which it will receive commissions from its financial partners. PeakAlpha does not charge a fee from the client for this service.
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
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
