India's #1 Financial Planners

PeakAlpha is first in class again – Winner Outlook Money Awards 2018

India’s #1 Financial Planners in 2017 — And now, PeakAlpha is India’s Best Independent Financial Distributor 2018

Good things don’t come in three’s — they come in fours. On March 12 this year, PeakAlpha Investment Services was selected as India’s Best Independent Financial Distributor of the Year 2018 at the prestigious Outlook Money Awards 2018, organized by the Outlook Money Conclave. The award just a year after PeakAlpha was declared India’s Number 1 Financial Planners in the 2018 CNBC Tv18  awards.

The Outlook Money Award came at the end of the rigorous and comprehensive jury-based evaluation process which included both qualitative and quantitative parameters to select financial planners who had demonstrated the greatest leadership and excellence in consumer centricity, performance, governance, and financial planning services.

Outlook Money Award 2018 -PeakAlpha
The company’s directors, Shyam Sunder and Priya Sunder, went to Mumbai to receive the award from Nitin Gadkari, India’s Union Cabinet Minister for Road Transport and Highways among other portfolios,.

Last year, PeakAlpha was judged to be the Best Performing Individual Financial Advisor (National and Mega Cities South) at the UTI CNBC Tv18 Awards. That award stands on the shelf today next to the UTI CNBC Tv18 Awards the company won in 2017 and 2015.

It’s not a random winning streak for PeakAlpha. For over 4,000 Indians of all ages, in India and abroad, PeakAlpha is the company that has made their dreams come true. Those dreams have not just been of wealth but also stability, a better life after retirement, better education for their children, and the wise counsel of someone professional and experienced to help them navigate the choppy waters of modern finances.

Since just 2014 alone, PeakAlpha has won over 55 awards for the excellence of its services, which today include financial planning, mutual funds portfolio management, retirement planning, children’s education and tax planning, among others.

The company’s customers literally swear by it, strongly recommending it to their relatives and friends.

What do they like about PeakAlpha? Its strong core principles of transparency, ethical practices and professional expertise. Given two choices, PeakAlpha will always choose the one that benefits its customer more.

The best testimonial about the company is probably this one from a client — “Our quarterly review meeting with our PeakAlpha financial advisor is normally fixed for an hour — but we usually find ourselves just chatting long beyond that. They really care, and listen, and want to understand your real issues. They don’t go by the clock when it comes to servicing their customers.”


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