Why PeakAlpha

We are India’s Best!

Year on year consistently, PeakAlpha has been awarded by India’s highest financial authorities. No small achievement. The competition is brutal. The judgement criteria, stringent. The expectations, huge!

2021
Outlook Money Awards 2020 India’s Best Registered Investment Advisors Gold Award
2019
UTI CNBC Tv18 – Hall of Fame  Financial Advisor Award  
Outlook Money – Outlook Money Awards 2018  India’s Best Independent Financial Distributor
2018
UTI CNBC Tv18 – Financial Advisor Awards Best Performing Individual Financial Advisor (National)
UTI CNBC Tv18 – Financial Advisor Awards Best Performing Individual Financial Advisor (Mega Cities South)
Franklin Templeton Mutual Fund Platinum Club
Kotak Mutual Fund Highest Equity AUM
2017
UTI CNBC Tv18 – Financial Advisor Awards Best Performing Individual Financial Advisor (National)
UTI CNBC Tv18 – Financial Advisor Awards Best Performing Individual Financial Advisor (South)
L&T Financial Services SIP Excellence Award
SBI Mutual Fund Star Award-Overall AUM Equity + Debt SBI
SBI Mutual Fund Star Award-Overall AUM MF Industry
SBI Mutual Fund Star Award-Equity Net Sales
ICICI Prudential Life Court Of Table
HDFC Mutual Fund Winner Elite Black – Upper Crust Club
ICICI Prudential Mutual Fund + Wealth Forum Tarakki Champions (South Metros)
Wealth Forum Marketing Wiz – Best Segmentation Strategy
Aditya Birla Sunlife MF Privilege Club Diamond Partner FY 17-18
Aditya Birla Sunlife MF SIP Champion for FY 17-18
2016
Franklin Templeton Mutual Fund Platinum Club
HDFC Mutual Fund Elite Black Partner – Upper Crust Club
Max Bupa Premium Leader Award (Runner Up)
ICICI Prudential Life CEO Award Of Excellence
ICICI Prudential Mutual Fund + Wealth Forum Tarakki Champion (South Metros)
Wealth Forum Marketing Wiz (Metros)
Birla Sun Life Mutual Fund Platinum Member, Financial Services Privilege Club
Aditya Birla Sunlife MF Privilege Club Diamond Partner FY 16-17
Aditya Birla Sunlife MF Winner, Demonetization Contest FY 16-17
Aditya Birla Sunlife MF SIP Champion for FY 16-17
2015
UTI CNBC Tv18 – Financial Advisor Awards Best Performing Individual Financial Advisor – National Level
UTI CNBC Tv18 – Financial Advisor Awards Best Performing Individual Financial Advisor – (Mega Cities South)
ICICI Prudential Mutual Fund Chairman’s Circle
SBI Mutual Fund Star Award – Highest Overall AUM (South)
SBI Mutual Fund Star Award – Highest Equity Net Sales (South)
Wealth Forum Distributor Of The Year (South Metros)
Wealth Forum Business Growth Champion (South Metros)
Wealth Forum Retail Growth Champion (South Metros)
Reliance Mutual Fund Champion SIP Award
Aditya Birla Sunlife MF Privilege Club Diamond Partner FY 15-16
2014
KAMFA SIP Mobilisation (Runner Up)
HDFC Mutual Fund Upper Crust Awards
Reliance Mutual Fund Advisor Award For Technology Adoption
Wealth Forum Think Big Award For Adoption Of Technology
Wealth Forum Retail Growth Champion IFA- South Metros
Wealth Forum SIP Champion IFA- South Metros
Aditya Birla Sunlife MF Privilege Club Platinum Partner FY 14-15
2013
Franklin Templeton Mutual Fund Platinum Club
Reliance Mutual Fund Elite Member Of The South Zone Super Achievers Club
2012
ICICI Prudential Mutual Fund ICICI Prudential Gold Member
Birla Sun Life Mutual Fund Aditya Birla Financial Services Privilege Club Gold Member
2011
Wealth Forum Net Sales Equity Funds (South)
Reliance Mutual Fund Highest SIP Value Mobilisers
Reliance Mutual Fund Highest Equity Mobilisers
Reliance Mutual Fund Highest Sip Count Mobilisers
2010
Wealth Forum Growth Champion Of The Year (South) Runner Up
Wealth Forum Winner IFA Of The Year (South)

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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