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
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.
How does Alphaamoney help me in investing?
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.
How does Alphaamoney's automated investing benefit you?
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.
What are ETFs and Index Funds?
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.
Is it safe to use Alphaamoney?
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.
I am new to investing. Can I start without any prior investing experience with Alphaamoney?
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.
I am already investing in another platform. Can I transfer my investments to Alphaamoney?
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.
Can I use Alphaamoney on both mobile and desktop?
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.
Do you provide PMS services?
Yes, Alphaamoney offers Portfolio Management Services (PMS) with expert fund managers ensuring professional oversight and effective portfolio management.