Axis
Aditya
Birla
HDFC
ICICI
Invesco
SBI
Nippon
Sundaram
Tata
UTI
As ALPHA MONEYPLANT FINSERV, we proudly serve over 1200 clients, including more than 25 HNIs and NRIs, with an Asset Under Management (AUM) of approximately 80 crores. Our firm has grown steadily since its inception, offering a wide array of financial solutions to help our clients reach their financial goals with confidence and clarity.
Established in 2003, our mission has always been to help individuals and families achieve financial independence. We do this by building strong personal relationships based on transparency, integrity, and client-first service. From financial planning and investment strategies to retirement and tax planning, we walk with our clients every step of the way as their dedicated financial ally.
Over time, we expanded our suite of services to provide a comprehensive range of offerings, including Mutual Funds, PMS/AIF, Insurance (Life, Health & General), Direct Equity/IPO Investing, Private Equity, NPS, NCDs, Corporate FDs, Tax-Free Bonds, Dematerialisation, Retirement Planning, Children's Future Solutions, Taxation, Loan against MF & Equity, Will Writing & Succession Planning, Budgeting, and Personal/Business Loans.
To enhance our client experience, we integrated advanced financial technology platforms such as Wealth Elite and Omni Financial Advisor, offering real-time portfolio tracking and market insights. Our constant effort to innovate and educate has helped us foster long-term financial security and trust among our clients.
We have had the privilege of guiding our clients toward significant life goals - from purchasing homes and funding children's education to building a peaceful retirement. Our excellence has been recognized multiple times by renowned Asset Management Companies and industry organizations.
We operate under the registered name Mridul Upadhyay with ARN-58831 (EUIN: E056046) and ARN-281625 (EUIN: E530638). Our ARN registration has been valid since January 19, 2008, and remains in force until January 18, 2028.
Begin your financial journey by registering with us. Our onboarding process is simple, secure, and designed to understand your financial goals thoroughly.
We craft personalized financial strategies that align with your goals—whether it’s wealth creation, retirement planning, or securing your family’s future—with expert guidance across Mutual Funds, Insurance, Equity, and more.
To provide the best advice, we need your basic financial details, risk appetite, investment goals, and KYC documents. Your data is kept secure and confidential at all times.
Access to expert advisory, diversified investment options, regular performance reviews, portfolio tracking apps, and complete support on your journey to financial freedom.
Since 2003 ALPHA MONEYPLANT FINSERV is Committed to helping our clients achieve their financial objectives. We Established strong connections with clients through personalized meaningful services and transparent communication.
Our clients trust and confidence are our greatest asset. As your financial ally our objective is to help you navigate through financial complexities with ease clarity and confidence. Founded with a vision to help individuals and families to achieve financial independence.
From creating financial plans and investment to some for retirement planning and tax strategies.
Gained a reputationn for providing reliable, goal-oriented financial services.
Helped numerous clients achieve milestones like home purchases, retirement planning, and education funds for children.
Multiple time awarded from various Asset Management Comp. and organizations.
Take control of your financial future by investing in top-performing Mutual Funds, SIPs, and customized portfolios tailored to your goals.
Exceptional financial assistance. They've simplified my financial planning, making my dreams a reality. Their efficiency and reliability have been the keys to my financial success.
Trustworthy and results-oriented, they've made my financial journey a success. They are efficient and reliable partners in financial security and growth. The best choice for financial success.
Highly recommended for financial security and growth. They've transformed my financial landscape entirely, providing unmatched expertise. I am extremely satisfied with their services.
A mutual fund pools money from multiple investors to invest in a diversified portfolio of securities.
Mutual funds carry market risks, but diversification reduces individual investment risk.
Portfolio Management Services (PMS) provide tailored investment strategies for high-net-worth individuals.
Alternative Investment Funds (AIFs) invest in private equity, real estate, and other non-traditional assets.
Life insurance secures your family financially in the event of your death.
Term insurance offers high coverage at low premiums for a fixed period.
Health insurance covers medical expenses arising from illnesses or injuries.
Health insurance protects you from unexpected and expensive healthcare costs.
General insurance covers non-life assets like vehicles, homes, and travel.
Yes, third-party motor insurance is mandatory under Indian law.
Direct equity investing involves buying shares of listed companies directly from the stock exchange.
An Initial Public Offering (IPO) is when a private company offers shares to the public for the first time.
Private equity involves investing in private companies or buyouts of public companies.
Private equity is typically suitable for high-net-worth individuals and institutional investors.
NPS is a government-sponsored pension scheme that allows systematic savings for retirement.
Yes, NPS offers tax deductions under Section 80C and an additional Rs. 50,000 under 80CCD(1B).
Non-Convertible Debentures (NCDs) are fixed-income instruments offering higher returns than bank FDs.
Corporate FDs offer higher returns but come with credit risk. Always check the credit rating before investing.
These are bonds issued by government-backed institutions where the interest earned is tax-exempt under Section 10(15)(iv)(h).
They are ideal for individuals in higher tax brackets seeking safe and steady tax-free income.
Dematerialisation is the process of converting physical share certificates into electronic form.
A demat account is mandatory to hold and trade securities in electronic format.
Retirement planning ensures financial independence and stability in your later years.
The earlier you start, the more you can benefit from compounding and long-term growth.
Investing in goal-based plans ensures funding for education and marriage.
Yes, many child plans offer tax benefits under Section 80C and provide maturity benefits.
Capital gains tax is levied on profits from sale of assets like stocks, real estate, and mutual funds.
You can save tax by investing in ELSS, PPF, NPS, insurance, and other 80C compliant instruments.
Exceptional financial assistance. They've simplified my financial planning, making my dreams a reality. Their efficiency and reliability have been the keys to my financial success.
Trustworthy and results-oriented, they've made my financial journey a success. They are efficient and reliable partners in financial security and growth. The best choice for financial success.
Highly recommended for financial security and growth. They've transformed my financial landscape entirely, providing unmatched expertise. I am extremely satisfied with their services.
