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.


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.”

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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