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Grow your Wealth with Professional Portfolio Manahement Services

Invest in Alphaamoney benchmark-beating PMS

Why Alphaamoney PMS

Higher Returns

Our PMS has consistently outperformed market indices, helping you grow your investments faster.

Performance of funds as on 31st August' 24 ( Since Inception )

  • Returns Over 1 Year Period Are annualized
  • Returns Over 1 Year Period Are annualized

AlphaaMoney Equity* Portfolio(ETFs)

Fund Performance         33.8%

Nifty50 TRI                       29.0%

Out Performance              4.8%

Alphaa MPT plus Fund
(Direct Equity)

Fund Performance         35.1%

Nifty50 TRI                       29.5%

Out Performance              5.6%

Alphaa Better Risk Reward
30 Stocks Portfolio

Fund Performance         45.8%

Nifty50 TRI                       32.6%

Out Performance              13.2%

Alphaa Focused
SmallCapPortfolio

Fund Performance         54.3%

Nifty50 TRI                       27.0%

Out Performance              13.3%

Goal-Oriented Investing

Whether you aim for aggressive growth or steady returns, we offer active and passive instruments portfolios aligned with your risk profile.

Experienced Fund Managers

With ₹ 1,55,000 crores in Assets Under Advisory (AUA), our fund managers ensure your investments are expertly managed and in safe hands.

AUA Handled

3,01,200+ Cr

AUA Handling Now

1,55,000 Cr

Collective experience

250 Years

Timely Rebalancing

Regularly adjust your asset allocation and investments to stay aligned with your goals and manage risk effectively.

Periodic Rebalancing

Optimized Strategy

Risk Management.

Goal-Oriented Investing

Focus on living the life you love while we focus on maximizing your investments.

Assuming a compounded annual return of 15%. Please note that all return figures are hypothetical and intended for illustrative purposes only. These figures do not represent expected or estimated return rates.

Investment Procedure

Step 1

Connect with a dedicated relationship manager or fund manager.

Step 2

Discuss your financial goals and risk tolerance.

Step 3

Receive expert insights and tailored investment suggestions.

Step 4

Take your time to evaluate investment options and begin when ready

Step 5

Receive periodic reports to keep track of your investments.

AlphaaMoney PMS is Best For Investors

The minimum amount to invest in Portfolio Management Services in India is 50lakhs, making it suitable for.

Investors with long-term goals, such as retirement planning or wealth accumulation.

High-salaried busy professionals who lack the time for active investment management

Receive expert insights
and tailored investment suggestions.

Alphaamoney PMS Strategies

Discretionary PMS

Alphaa Better Risk Reward 30 stocks Portfolio: Portfolio of fundamentally strong stocks, market cap agnostic

Alphaa Focused Small-Cap Portfolio:
Portfolio of fundamentally strong small cap stocks

Based on Modern Portfolio Theory (MPT)

Alphaa Money Equity+ Portfolio:
Portfolio of ETFs - Large Cap, Mid Cap, Factor-based, Sectoral & Gold, constructed using MPT

Alphaa MPT Plus Fund:
Portfolio of stocks with long track record and sound financials constructed using MPT

Frequently Asked Questions

What is Alphaamoney?

Alphaamoney is an innovative investment services platform designed to help investors make smarter financial decisions. We craft personalized portfolios tailored to each investor's unique risk profile, ensuring an optimized investment strategy.

Alphaamoney offers two options: Investors can self-invest with personalized recommendations after a quick risk assessment, or for investments of ₹50,000+, receive guidance from a Relationship Manager and access expertly managed portfolios.

Alphaamoney is an innovative investment services platform designed to help investors make smarter financial decisions. We craft personalized portfolios tailored to each investor's unique risk profile, ensuring an optimized investment strategy.

ETFs (Exchange-Traded Funds) and Index Funds are investment options that track the performance of a specific market index. ETFs are traded like stocks on an exchange, while Index Funds are mutual funds that aim to replicate the index. Both offer diversification and lower costs.

Alphaamoney prioritizes your security by employing robust encryption protocols and adhering to industry best practices. This ensures the confidentiality and integrity of your investments and personal information.

Yes, you can. Alphaamoney is designed for investors at all experience levels. Based on your risk profile, our platform offers tailored investment suggestions. Additionally, our automated portfolio rebalancing feature ensures your investments remain aligned with your goals over time.

Currently, we do not support direct transfers from other platforms. However, you can easily create a new portfolio with us. Our automated portfolio management optimizes your investments with efficient, high-return funds to provide the best risk-adjusted returns, ensuring a stress-free investing experience.

Yes, you can use our platform through web browsers on desktops, laptops, tablets, and smartphones. We also offer mobile apps for both iOS and Android devices.Yes, you can use our platform through web browsers on desktops, laptops, tablets, and smartphones. We also offer mobile apps for both iOS and Android devices.

Yes, Alphaamoney offers Portfolio Management Services (PMS) with expert fund managers ensuring professional oversight and effective portfolio management.