SEBI Registered Investment Advisor – SEBI Reg No: INA200007043

Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Read all the related documents carefully before investing.

It takes a great financial plan to
make dreams come true

With an expert team of ‘dream deliverers’ at your side, we guide you all the way – from making timely investments that fund your education…to living the good life into retirement! Come, have one-on-one conversations that are tailored to your needs.

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.

What defining event in the founders’ lives created this company that is so highly awarded, year after year? Find out!

We are Shyam and Priya Sunder. When we moved to Bangalore in 2003, we decided to invest in the Indian market. We put our trust (and savings) in the hands of the wrong person. This experience left us a bit poorer but a lot wiser. So we decided to start our own financial advisory company so that no one else would ever have to go through what we did.

We built PeakAlpha from the ground up, with one key idea – to treat our customers’ money like we would treat our own. We were determined to be a completely impartial body, putting customers first – always. More than a decade later, PeakAlpha still stands for everything we envisioned.

We were once victims too!

We had a dream. To be India's best!

For three years consistently, PeakAlpha has been awarded “India’s Best Performing Individual Financial Advisor” by UTI CNBC TV18 AWARDS

2018

2017

2015

The press loves us!

Sign up today, secure your financial future

Contact us : +91 80 46720700

Email : hello@peakalpha.com

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STEPS TO CHECK YOUR KYC STATUS:

  1. Visit www.cvlkra.com and click on KYC Inquiry
  2. Enter your 10-digit PAN and Captcha and click on Submit
  3. Your KYC Status will be displayed as ‘KYC Validated / KYC Registered / KYC On-Hold’

WHAT DOES EACH KYC STATUS IMPLY?

  • KYC VALIDATED
  • Relax! You have to do nothing at all!
  • Over 73% of investors are KYC Validated, you too are one of them.
  • You can do any transaction in any mutual fund, anytime.
  • KYC REGISTERED
  • You can continue making transactions (like Purchases, Redemptions, Switches, SIPs, etc.) in all your existing Mutual Fund investments
    without any hassle.
  • Only if you want to invest in a mutual fund where you don’t have any investment already, you will have to do your KYC once again.
  • You can get your KYC status changed to ‘KYC Validated’ by doing the KYC Update/ KYC Modification process using PAN and Aadhaar from
    XML, Digi-locker or M-Aadhaar.
  • The process to do this is simple, available on all Mutual Fund/RTA websites and takes few minutes to complete.
  • Once your KYC status changes to Validated you can invest in any Mutual Fund of your choice without any requirement of re-KYC.
  • KYC ON-HOLD/REJECTED
  • The KYC status on the Mutual Fund /RTA website, will show the reason for ‘KYC On-Hold’/Rejected status; it could be: Mobile or Email not
    validated / PAN is not linked with Aadhaar / Deficiency in the KYC documents, etc.
  • You simply have to remediate the reason for KYC On-Hold/Rejected by following the steps given on the Mutual Fund Website. Once your
    KYC status changes to Registered/Validated you will be all set to start transacting, as per the KYC status.
  • The steps to resolve any KYC issues are easy and can be done from the comfort of your home. In case of any difficulties, feel free to contact
    your intermediaries or KRAs office/ helpline (available on their website) for further assistance.

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