"WE MAKE FINANCIAL PLANNING EASY FOR YOU"
ABOUT US
We at Alpha Financial Services do financial planning/wealth management of our clients, taking into consideration their financial goals & risk appetite.
Our team consists of Certified Financial Planners, Chartered Accountants & graduates from MBA Finance, and has experience in the field of investments and insurance for about one decade.
Alpha Financial Services was incorporated in May 2018 with a team by Mrs. Lekha Umang Ghael with a vision to provide a one-stop financial solution for the wealth creation of its clients. She is an MBA and has done specialization in Finance from Gujarat Technological University (GTU).
PRODUCTS
Our team helps you in making a strategic investment in Mutual Fund that will maximize the overall profitability of your Mutual Fund Portfolio. We consider making investments in mutual funds via SIPs, lumpsum, STPs, and design a strategy for our clients to cater to their financial goals.
Our team does an in-depth analysis of various parameters such as Asset Allocation (Debt-Equity), Net Asset Value (NAV) of the fund, AUM of the fund, Portfolio of Mutual Funds (Investment in which type of stocks), Historic return of the fund, Taxability, & its age in selecting appropriate funds for your Mutual Fund Portfolio. We also design mutual fund portfolios in such a way that our clients get the benefits of foreign equities listed on global stock markets.
MUTUAL FUND
MUTUAL FUND
Name, Title
We do plan your portfolio in such a way keeping in mind your need to get fixed income at regular intervals by making investments in Corporate / Government Bonds, Non-Convertible Debentures (NCDs), etc. Our team does consider credit ratings, credibility, and other financial parameters before making investments in such instruments.
FIXED INCOME BEARING FINANCIAL INSTRUMENTS
FIXED INCOME BEARING FINANCIAL INSTRUMENTS
Wealth Management
Scheme (WMS)
In WMS we have dedicated team engaged in stock market research to build a valuable portfolio of equity for our clients. The research team is on a constant hunt for value pick equities from various sectors and includes it in a portfolio that will maximize the overall value of your portfolio.
We have two categories in WMS.
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Alpha Plus (A+)
In Alpha Plus we design your equity portfolio of an amount suitable to your Budget i.e. no minimum limit of the investment amount.
2. Return Plus (R+)
In return plus we design your equity portfolio of an amount decided by our team taking into consideration your financial goals and risk appetite. The minimum amount required for investment into this category is Rs 10 Lakhs.
Both categories we do select large & mid-cap value pick equities in designing your equity portfolio.
WEALTH MANAGEMENT SCHEME (WMS)
We do an evaluation of your existing portfolio at regular intervals and give our recommendation to keep it in alignment with your financial goals.
We do suggest better funds in the same category of your existing portfolio, switch to new categories of funds, or add new categories of funds to your existing mutual fund portfolio.
PORTFOLIO EVALUATION
PORTFOLIO EVALUATION
INSURANCE
Financial planning is incomplete without insuring your life and life of your loved ones. Insuring your life (Life Insurance) & keeping a good backup of the medical plan (Health Insurance) is a must in living a healthy lifestyle.
Also insuring your material things which are required in day to day life like Vehicle, Electronic Equipment, workmen compensation, etc is essential.
General Insurance covers the risk from ”PEN TO PLANE”, so we here at Alpha Financial Services serve you with all products of General as well as Life Insurance.
INSURANCE
CONTACT
HAVE SOME QUESTIONS?
PLEASE CALL:
OR
EMAIL US:
VISIT US:
101, A Janta Appt,
Near HDFC bank,
Station Road,
Navsari-396445.