Though the market is back to near its record highs, it is facing selling pressures / profit booking ... Read More
Milestones That Define Our Legacy
Trust, growth, innovation, and excellence shaping our mutual fund legacy.
19+
Years of Experience
112+
Happy Investors
100%
Success Rate
Crafting project specific solutions with expertise.
Alpha Square Wealth refers to a holistic approach to managing your financial affairs to ensure the creation, preservation, and growth of your wealth and assets over time. It involves creating a customised financial plan that aligns with your precise goals and objectives.
Read MoreWhat We Do?
Specifically designed Services for our Investors
Mutual Funds
Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks, bonds...
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PMS
Portfolio Management Services or PMS, is a service offered by the Portfolio Manager or an asset management...
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AIF
Mutual funds are financial instruments which invest in a portfolio of securities. These securities may be stocks, bonds...
Read MoreAccess Your Risk Profile
We will ask you a set of questions to get to know you!
1. Describe your knowledge of investments:
Access Your Risk Profile
We will ask you a set of questions to get to know you!
2. When you invest your money, you are:
Access Your Risk Profile
We will ask you a set of questions to get to know you!
3. If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?
Access Your Risk Profile
We will ask you a set of questions to get to know you!
4. Have you ever invested in shares or mutual funds? If yes, for how many years?
Access Your Risk Profile
We will ask you a set of questions to get to know you!
5. To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.
Access Your Risk Profile
We will ask you a set of questions to get to know you!
6. How do you react to the idea of investments?
YOUR RISK PROFILE IS
Speak To OurProfessionalsHow Mutual Funds can work in your best interest
Monthly Investment
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
Bank
₹ 22.36L
@3% Return
Fixed Deposit
₹ 22.36L
@6% Return
Gold
₹ 22.36L
@9% Return
Sensex
₹ 22.36L
@11% Return
Mutual Fund
₹ 22.36L
@15% Return
Top Performing Funds
Let's start creating your Goals
The first step to achieving your goals is to be specific about what they are. When you are clear about your goals and their exact monetary value, along with the time left to achieve them, you come closer to fulfilling your financial commitments. We help you fix your goals and create an investment portfolio aligned with your risk appetite.
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Office No B114 Shree Nanddham, Plot No 59 Sector 11 CBD Belapur, Navi Mumbai 400709
