Mon–Fri, 9AM–6PM
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Yes, Alpha Funda operates as a SEBI Registered Investment Advisor (RIA) under License No. INA000012345. You can verify our registration details on the official SEBI portal under RIA directories. We operate strictly within the SEBI code of conduct guidelines.
For our Mutual Fund advisory services, we suggest a minimum monthly SIP of ₹5,000 or an initial lumpsum allocation of ₹1 lakh to construct a well-diversified model portfolio. For our high-conviction Portfolio Management Services (PMS), the statutory SEBI-regulated minimum entry threshold is ₹50 lakhs.
No, Alpha Funda operates exclusively on a direct-plan advisory model. We charge a transparent, flat annual advisory fee based on assets or flat packages. We receive zero commission, trailing load, or kickbacks from mutual fund asset management companies. This ensures completely unbiased recommendations.
All clients receive access to the Alpha Funda Wealth Portal, where portfolios are synchronized daily. You can track CAGR returns, asset allocation splits, capital gains tax summaries, and download comprehensive tax reports at any time.
Schedule a detailed, complimentary portfolio review with one of our certified mutual fund advisors. No commitments required.