Meet the Dream Team!
PeakAlpha is unique. We are a sincere, reliable, intelligent and passionate team that wants to make a difference in the lives we touch.
We are recognized as the country’s best individual financial advisor.
Our power comes from a work ethic of simplicity, clarity and integrity.
Meet the management team who plan for success, every single day!
Like the Dashavatara in Hindu mythology, Shyam, the Managing Director and Co-founder of PeakAlpha, is in his third avatar as the Managing Director and Co-founder of PeakAlpha.
As Master Mariner and navigating officer, Shyam spent the first part of his career sailing some of the world’s largest oil tankers around the world. Then, equipped with an MBA from The Wharton School, University of Pennsylvania, Shyam helped some of the world’s leading financial services companies with business and technology challenges as a Strategy Consultant with Accenture and Mphasis.
Shyam’s passion for doing the right thing straddles all of his relationships and shapes the culture at PeakAlpha. Clear in his communication and innovative in his thinking, Shyam’s ability to come up with new and challenging games enlivens team outings and sales meets.
Shyam may have won the President’s gold medal, but no amount of eye rolls and groans stops him from telling us the story (for the 250689th time) of how he won the Vidaylin Baby Contest for the most beautiful baby in 1970!
Priya believes that financial planning is the best way to make seemingly impossible money dreams come true. She also believes passionately that women cannot be empowered in the true sense of the word unless they are financially empowered.
Armed with a Masters degree from Northwestern University, and the experience of working with one of the largest corporate law firms in the United States, Priya demands nothing but the best from her team.
An ardent animal lover, Priya once rescued an entire crate of chickens from certain slaughter and set them free in her garden! That the chickens multiplied ten fold is another story for another day!
Though Priya would like nothing more than to curl up with a good book on a Sunday, her family manages to coax her into stirring up something in the kitchen. For them, even a simple pepper rasam and potato roast has the stamp of a Michelin Star cook! Here’s a tip-if you are applying for a job at PeakAlpha, you’d do well to let Priya know you’re nuts about dogs. We’re pretty sure you’ll get an edge over the others!
Alex is the moral compass of PeakAlpha. No wonder he is our Chief Compliance Officer. Alex makes sure that PeakAlpha, as a SEBI registered company, is truly fiduciary, and always acting in the best interests of our customers.
Alex wears many hats at PeakAlpha. He heads the technology and customer advocate team. He strategizes and implements key initiatives. Alex is a terrific presenter and conducts financial literacy programs. And he is also a financial planner.
Sometimes his life gets crazy handling so many areas in the company, but we can’t figure out which one to knock off because he is so good at everything! Alex comes with 12 years’ experience in financial services and has an MBA from Ohio University. But the reason we love him to bits is because he is a terrific photographer and makes us all look way better than we actually are!
Krati is a people’s person. She derives her boundless energy from being around people, and lights up the room with her 1000 watt smile! It’s little wonder that she heads human resources at PeakAlpha.
Krati manages HR operations, including employment, training, organizational development, policy formulation and employee relations. Armed with an MBA and almost a decade of experience in HR, Krati is always brimming with ideas on how to make PeakAlpha the most productive and enjoyable workspace in India.
With Krati around, even small events are cherished and made memorable. We’re told Krati is a great cook. We can’t wait for her to organize the next PeakAlpha potluck!
Vybhav and his team ensure that thousands of transactions are put through in an efficient, error-free manner day on day, year on year. With nearly a decade of experience in financial services, he heads operations, customer support and execution at PeakAlpha.
Vybhav likes to see happy faces, and his goal is to make every client of PeakAlpha deliriously happy with our services. Vybhav started his career at Deutsche Bank, handling corporate clients for derivative settlements.
He is also our go-to person for finding the best deals for just about anything in Bangalore. If there is a movie release in Bangalore, you can count on Vybhav to get the first-day, first-show tickets. Want the best price for the latest iPhone? Call Vybhav!
Vybhav loves to delight people with his spontaneity. Once we told Vybhav we were craving ‘kalyana saapadu’ (wedding feast). The next thing we see is a huge tempo outside PeakAlpha’s gates, and uniformed caterers laying out a 10-course meal for us! We declared half day at PeakAlpha after the ginormous meal, dragged ourselves home and went to sleep!
Amogh has probably had one of the fastest career growths at PeakAlpha. Starting off as a relationship manager in 2013, he rose to Associate Vice President in less than three years. An engineer by training, it’s no wonder that his heart lies in crunching numbers.
He is passionate about helping senior citizens live a financially comfortable life. Amogh leads a team of talented financial planners, is part of our leadership team, and helps formulate strategic decisions for the company.
Amogh loves solving puzzles (will he ever give his brain a rest!), watching TV shows and movies, gaming, and is an avid follower of the Arsenal premier league team. Also, Amogh has a strong magnetic force around him. Dogs, cats, cows, goats and most other fauna are drawn to him like bees to honey. Sweet, we think!
With his brooding good looks, Majid is often mistaken for a model. But we can vouch for the fact that he is a financial planner par excellence.
Majid has been with PeakAlpha almost from the outset, helping mould and build the company to its current levels. He has also been instrumental in creating the real estate wing at PeakAlpha, bringing attractive real estate projects and investments to our clients. As part of the leadership team, Majid actively mentors other financial planners, constantly chiselling away at their raw edges, and shaping them into sparkling diamonds.
Majid is the office jester, and none of us are spared his witty tongue. Majid likes to sing, but, cannot remember the words of any song. Not to be deterred, he adds his own nonsensical lyrics, which is all well, except it makes us forget what the real lyrics are!
Suganthi is one of our senior-most financial planners. She’s charted out the path for hundreds of families to achieve their financial goals with ease.
Suganthi is a lawyer by training and started her career at Citi Financial. Clearly, Suganthi prefers managing money to managing court cases. We’re all a bit wary of Suganthi because of her prowess in imitating people. You never know when you might be one of her unsuspecting victims!
If you want to taste the world’s best aloo gobi subzi, make friends with Suganthi, or better still, get her to be your financial planner! And if you want a movie partner, she’s just the person to hang out with. A word of caution. Bring your own earplugs. There’s a serious chance you may not hear very well after the movie. Suganthi can put Rajnikant to shame with her whistling. Don’t tell us later we didn’t warn you!
Sujeet is a Kolkata boy, who, like a veritable 10-handed Goddess Durga, manages sales, operations, planning, training et al. His master’s degree in finance and marketing sure helps juggle all these multiple functions.
Sujeet heads our Kolkata outfit. He has, through his eagle-eyed focus, expanded PeakAlpha’s presence in Kolkata, and got us all excited about increasing the team there. Apart from being an excellent financial planner, Sujeet also heads our general insurance vertical.
When Sujeet is not busy using all his ten hands, he puts his feet to equally good use. A certified dancer, he can put Prabhudeva to shame with his jaw-dropping dance moves-be it the moonwalk, salsa, tango or high-voltage Bollywood. His most electrifying performance yet-yesteryear star Helen’s ‘Piya Tu Ab To Aaja…” We’re still going “A ha ha ha…” in aha-stonishment!