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.