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With over 100 years of combined expertise, our team holds a wealth of experience just so we make sure your dreams come true! When some days get crazy, we have just the antidote – Leo, our Chief Stressbuster Officer. A swishy wag of the tail, a slobbering lick on the face, a wet nose in the ear, or a comforting paw on your lap…and you’re as good as new!

Here’s what our dream team has to say about working at PeakAlpha…

financial planning

Sharath Sharma, Associate Vice President - Operations

I joined PeakAlpha in 2017 and in the last seven years, if there’s one thing that I’ve come to love and recognize is the many ways my role helps our clients and my team. Be it in putting through transactions or ensuring timely execution of processes, happiness is knowing you’ve made a small difference in someone’s life. PeakAlpha creates a nurturing environment that fosters a culture of helping people, both employees and clients. It’s an organization that offers ample opportunities to excel and showcase your talent as well as listen to feedback. For me, PeakAlpha is a home away from home.

Majid Khan, Vice President – Core

“I believe ‘job satisfaction’ is very important for an individual to feel successful. Even after 18 years in PeakAlpha, that feeling is just as strong as my first year in this organisation. Every day, I walk in with a smile and swipe out feeling a sense of fulfillment, for having done my role in financially empowering our clients.

The great work-life balance that PeakAlpha offers has encouraged me to play basketball and participate in competitive bowling. I enjoy the cricket matches with the team every alternate Friday. PeakAlpha and my teammates have been my cheerleaders and constants. Professionally, PeakAlpha has given me many opportunities to grow. My journey from a Relationship Manager to VP – CORE is testament to the fact that PeakAlpha recognizes your worth.”

Alexander Varghese Kolath, Senior VP – Strategy

“Dog lovers and cat lovers, cricket fans and football fans, Salman Khan fans and Shahrukh Khan fans, those who love Game of Thrones (GOT) and those who can’t stand GOT, Rajinikanth fans and Ajit fans, Metallica fans and Jagjit Singh fans and the list goes on. PeakAlpha is filled with people with various passions and interests, from different parts of the country. Yet all of them somehow form a tightknit family that comes together to make this one of the most fun and exciting places to work in.

The first thing you notice about PeakAlpha is the work environment, with highly driven and motivated individuals, all working together to achieve a common goal. At PeakAlpha, if you have broad shoulders and are willing to roll up your sleeves and put in the work, the opportunity for growth is limitless. You decide how high you want to go.

Having spent over a decade here, there is no function I haven’t been a part of in some form or other. The resulting learning and growth has been immense. If you want to be part of a fast-growing and vibrant organization, always changing with the times, challenging you to become the best version of yourself, all the while maintaining a very strong work-life balance, PeakAlpha is the place to be.”

Papiya Das, Manager – Senior Manager - Insurance Team

“I have so many happy memories at PeakAlpha and that even after so many years, I  continue to make happy memories every day. I’ve been with PeakAlpha since 2011 and seen it grow into a well-respected organization in the financial services industry.  I feel proud to say that as PeakAlpha has grown, I have too, taking on new roles and handling new responsibilities. 

Personally, my first-ever international trip was with PeakAlpha. I love planning offsites, employee engagement activities, celebrating anniversaries and birthdays of colleagues. I’m grateful that my directors have been supportive mentors and guides.”

Vijendra Mohanty, Senior Manager – Operations

“One of the first things I noticed when I joined PeakAlpha in 2016 is the way everyone is celebrated and acknowledged. For example, Women’s Day is a calendar event in every organization. But at PeakAlpha, Men’s Day is given as much importance. It’s always nice to feel seen and recognized and that’s a practice at PeakAlpha which I love. I can vouch for the fact that the work culture here is better than anywhere else I’ve seen. If you are someone who wants to grow personally and professionally, take on new responsibilities, and hone your skills, PeakAlpha is the organization for you.”

Geetha R, Senior Manager - Customer Advocacy

I joined PeakAlpha in 2015, and since then, my journey has been nothing short of spectacular. From managing the front office and administrative tasks to joining the Customer Advocacy team and currently leading the team, the past few years have provided me with numerous opportunities to develop and enhance my skills. I’m grateful for the wonderful mentors I’ve had who recognized my desire to learn and grow and encouraged me to take on more challenges. PeakAlpha gives you room to grow and grooms you to take on bigger roles.

Dipshi Sharma, Senior Manager

I’ve always wanted to help people become financially secure and in the most ethical way. And every day at PeakAlpha gives me an opportunity to impact someone significantly. Looking back, I appreciate the many mentors I’ve had at PeakAlpha who took me under their wing and shaped me into who I am today. From a rookie to a Senior Manager, it’s been a wonderful journey with many highlights. I’m now happy to mentor a team and cultivate in them the same respect and reverence I have for my organization, my seniors and the role we play in empowering our clients financially.

Jayanthi J, Manager – Senior Quality Manager

“I’ve been with PeakAlpha for two stints. I took a break after being a part of the organisation for 13 years and rejoined PeakAlpha in May 2024. I started my first stint soon after I finished college. I’m extremely grateful for the experience I’ve gained over the years at PeakAlpha, thanks to all my mentors. Very few organizations give you a chance to work closely with their senior management team but PeakAlpha is an exception. I’ve gained a lot from working closely with our Directors. They have been a huge source of support for me, both personally and professionally

Sujeet Dhanuka, VP – Sales

“I’ve been with PeakAlpha for more than seven years, but each day feels like a new day. No two days are the same because each day presents new opportunities to push yourself, discover your talents and apply it to your work. It is my directors’ confidence and belief in me that pushed me to establish and head our office in Kolkata, a feat that I am very proud of.

At PeakAlpha, we cherish each client relationship and establish deep bonds with them. We are part of their financial dreams, joys and sorrows.

It is very important to strike the right balance between work and family. At PeakAlpha, this balance is struck automatically because there is hardly a distinction between work and family. The office is an extension of my family. From celebrating birthdays to helping you decide your child’s name, we do it all together. After my parents, PeakAlpha is God’s second blessing to me.”

Surya Sriram, Portfolio Executive

I joined PeakAlpha a little over a year ago as a fresher out of B-School.  I can confidently say that the last one year has been really transformational. I have been given many opportunities to shoulder responsibility and every day continues to be a learning experience. My colleagues have also been very supportive.  As a portfolio executive, I’m happy that I have the opportunity to transform the lives of individuals and families and make them financially independent.

Renu Tapadiya, Portfolio Executive

“My time at PeakAlpha Investments as a Portfolio Executive for more than a year now has been nothing short of transformative. The company’s emphasis on personal and professional growth, coupled with a nurturing work environment, has made it an incredible place to evolve. The constant opportunities for learning and growing have significantly enhanced my skill set.

The camaraderie among colleagues is exceptional. Everyone is not just a coworker but a supportive friend, always ready to lend a hand. It’s inspiring to witness the way the company’s values, instilled by the visionary leadership of the founders, permeate every aspect of our work. Their energy and passion are contagious, and I feel privileged to learn from them.”

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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