About Us
Building Wealth With Confidence
Alpha Funda is a Thane, Maharashtra-based investment advisory firm helping individuals and families build clarity into their financial decisions — across mutual funds, SIP planning, equity investments, retirement planning, tax-saving investments, and investment advisor and wealth management. Every recommendation begins with a personalized Financial Health Check and Risk Profiling assessment, so a client’s plan is built around their actual goals and risk capacity, not a generic template.
Alpha Funda operates as a registered Authorised Person affiliated with Anand Rathi Share & Stock Brokers Ltd., through which stockbroking transactions, eKYC, and demat account services are processed, backed by Anand Rathi’s institutional research desk. For mutual fund distribution, Alpha Funda partners with Asset Plus under AMFI Registration Number (ARN) 309054.
Our Founders
Harsh Jain, Co-Founder, holds a B.Com and M.Com in Commerce and has cleared the ICSI Company Secretary Intermediate level. He brings over 5 years of retail and wholesale business experience and 6 years of distribution experience working with brands including Patanjali, Haldiram, and Unicharm (MamyPoko Pants). Harsh has more than 12 years of trading experience, is a NISM-certified Research Analyst, and is a registered Mutual Fund Distributor — a combination that grounds Alpha Funda’s equity and market research approach in real, hands-on business and trading experience.
Kunal Jain, Co-Founder, holds a B.Com in Commerce and has cleared the ICAI IPCC Level 2. He brings over 5 years of manufacturing business experience and is a BSE- and NSE-registered Authorised Person and a registered Mutual Fund Distributor. Kunal’s background in manufacturing and structured compliance work shapes Alpha Funda’s operational discipline across stockbroking and mutual fund distribution.
Together, Harsh and Kunal founded Alpha Funda to bring institutional-grade research and disciplined market experience to individual investors and families, anchored in a Financial Health Check and Risk Profiling process rather than a product-first sales approach.
A Family Rooted in the Markets
Alpha Funda’s approach to the markets was shaped long before the firm existed — by Pravin Jain, father of founders Kunal and Harsh Jain. A full-time trader and a lifelong student of the stock markets, Pravin has spent years building a disciplined, patient approach to trading, always seeking a genuine edge through continuous learning rather than shortcuts. His attitude toward risk — deliberate, patient, and earned through years of market experience — along with his humility and his belief that every relationship, professional or personal, deserves care and follow-through, has quietly shaped the values Alpha Funda operates by: patience over impulsiveness, continuous learning over overconfidence, and genuine care for the people on the other side of every conversation.
Leadership
Manisha Nagvekar serves as Operations Head at Alpha Funda, overseeing client onboarding, portfolio servicing, and day-to-day operational execution across the firm’s mutual fund distribution, stockbroking coordination, and financial planning services. Her role ensures that every client’s Financial Health Check, documentation, and ongoing portfolio reviews are handled smoothly from the first conversation onward.
Our Approach
At Alpha Funda, no investment recommendation — whether it’s a SIP, an equity position, a retirement plan, or a tax-saving investment — is made before understanding a client’s goals, timeline, and genuine risk appetite. This process-first approach shapes how the firm works across every service: Mutual Funds, SIP Planning, Equity Investments, Derivatives, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits, Goal Based Investing, Retirement Planning, Child Education Planning, Tax Saving Investments, Insurance Planning, National Pension System (NPS), Unlisted Shares, and Wealth Management.
Based in Thane, Alpha Funda serves individual investors and families across Mumbai’s western suburbs and beyond, with online onboarding available for clients across India.
Investments in the securities market are subject to market risks. Please read all scheme-related and account-opening documents carefully before investing.
“We focus on building sustainable value through smart investment decisions.”
– CEO Alpha Funda
Years Experience
funds Management
Active Portfolios
Client Satisfaction
Our Leaders
Experienced Investment Minds
Our experienced professionals combine market insights, financial expertise, and disciplined strategies to create long-term value.
Harsh Jain
Sunita Sen
