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SEBI REGISTERED INVESTMENT ADVISOR

SEBI REGISTRATION NO. INA000017967

YOUR PERSONALIZED INVESTMENT ADVISOR.

 

Number of Complaints#

At the Beginning of the Month Received During the Month Pending at the End of the Month Reasons for Pendency
0 0 0 N/A

#Disclosure as per Sebi guidelines Investor Complaints

Why Us

Personalized/Customized Approach

• Selective Qualitative Client profile v/s catering to masses & generating volumes.

Placing client interest ahead of our own

• As we aim towards building wealth for the client which might require staying out of the market strategically maintaining cash balances in turbulent times waiting for right opportunities rather than remaining fully invested all the time.

No Unnecessary churning of portfolio

• Unless any change in fundamental triggers, news flow, macro-economic events & global/geopolitical events.

Overall Investment Advice based on Client’s financial position v/s Only Equity Focus

• as we believe, every asset class has it’s own time to shine based on Macro-economic environment.

Our Offerings

  • Financial Planning & Asset Allocation

  • Investment Consultancy – Across Asset Classes (Primary Focus into Equity & Debt)

  • Equity Research & Advisory

  • Equity Mutual Fund Advisory

  • Debt Investment Advisory – Bonds, Corporate FD’s, Debt Funds etc.

  • Recovery of Old shares from IEPF & conversion into Demat

Our Research

  • Fundamental Approach

    Focus on Niche businesses across Midcaps, select small caps & large-caps

  • Technical Approach

    Strategically Holding Cash Balances in falling markets,to right opportunities

  • Focus on Tax Efficiency

    Strategically managing STCG & LTCG, to minimize the tax impact

FOUNDER & KEY DECISION MAKER

Mr. Viren Deshpande (Principal RIA)

Mr. Viren Deshpande (Principal RIA)

• B.Com, CA, CFA L-II
• Individual Investor for 8+ years & SEBI Registered Individual Investment Advisor for 1.5 years.
• Experience of 4+ years working with JP Morgan Chase & Elara Capital into Institutional Equities dealing with Clients ranging from SBI MF, ICICI Pru MF, HDFC MF, Mirae AMC, Axis MF etc.
• Founder of Alphapeak Investment, with a proven track record of building and maintaining relationships with premier asset management companies and mutual funds.

Contact Us