Why PeakAlpha

Our aim is to provide every woman client the confidence to be financially independent

We work with more than 1400 women, which is nearly 36% of our total customer base.
We’re on our way to the 50% mark.

Our services are particularly invaluable to those women who are financially vulnerable, such as those going through a separation, divorce or the death of a breadwinner. In divorce cases, we help decide on a fair settlement, often working in tandem with their lawyers to get what is rightfully due to them.

Women get the short end of the stick when it comes to money

Did you know that for every Rs. 100 a man earns, a woman earns Rs. 20 less, for the same job?

What you earn determines what you save and invest.
If you earn less, you will invest less and this has a very tangible effect on how you create wealth and meet your goals.
Take a glance at the chart and you’ll understand how the gender pay gap affects wealth creation.

AN EMPLOYED WOMAN

Earns annual income X. Income grows at 7%. Saves 20% of income. Accumulates Y crores at age 80

AN EMPLOYED MAN

Earns 1.25X of woman’s annual income. Income grows at 8%. Saves 30% of income. Accumulates 1.5Y crores at age 80, 50% higher than a woman’s!

* Assumptions: Both woman and man are 25 years old, work till 58, and have the same set of expenses.
* According to the Monster Salary Index on gender for 2016, the gender pay gap ranged from a relatively low 14.7% in the education and research sector to 21.5% in the banking, financial services and insurance sector and 25.8% in the information technology sector.

A woman can change the financial fortunes of a family

Today’s women are making the critical mind shift from being expense managers to investment managers. In doing so, they are becoming masters of the game.
Priya Sunder in Businessworld, March 17, 2017

Be the master chef of your financial kitchen!

Want us to conduct the Recipes for Successful Financial Planning at your organization? Call us at +91 80 46720700 or write to us, and we’d be delighted to speak to you!

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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