Ready to Build your Financial Future?
We at Real Alpha help you create Mutual fund investment plans. Whether it’s building your personalised portfolio, providing complete implementation support, or simplifying financial education, we’re here to guide you through it all.
What we do
1. Mutual fund planning
Providing advice on when to invest, in which asset classes and mutual funds such as equity, debt, bonds, gold, and alternative investments, and explaining why these investments are appropriate for your goals.
2. Personalized Portfolio Creation
We create custom investment portfolios that include specific percentages of different asset classes based on your risk tolerance and goals. We ensure your portfolio is diversified to protect you from various market conditions, includes liquid assets for emergencies, and is fully automated so you don’t have to manage it regularly.
3. End-to-End Support
We have the best app and terminal for you, We will help you open an account, and teach you how to use it. We’ll also guide you through buying and selling mutual funds, setting up systematic investment plans (SIPs), creating bank mandates, and setting up systematic withdrawal plans (SWPs).
4. Financial Education
If you're confused about financial terms like equity, debt, bonds and risk, or unsure where to start, we're here to help. We’ll explain these concepts in the simplest way possible and clarify any financial jargon. Our goal is to ensure you fully understand your financial situation and the decisions you need to make.
How it works for you
FIRST
Connect with us
First, you can either fill out our short contact form, and we will reach out to you, or simply call us directly at 84588-64494 or 91316-74244. After that, we will take care of everything.
SECOND
Client Introduction
Next, you’ll complete a brief Client Questionnaire to share your risk tolerance and financial goals. Then, we’ll have our first Google Meet to discuss your responses and any questions you have, helping us understand your needs better.
THIRD
Plan Presentation
Lastly, we’ll present your personalised investment plan and implement it. You can reach us anytime with questions, and we’ll schedule quarterly calls to review your plan.
Ready to take the next step?
Why you should join us
___
Expert guidance
Receive professional advice at every step—from portfolio creation to implementation and ongoing support from NISM Certified and CFA Professionals.
Constant Support
You can contact us anytime for help, and we also offer quarterly check-ins from our side to keep your investments on track and adapt to changes.
Simplified Process
We make investing easy by helping you open an account with us and automating your portfolio to save you time and effort.
Plans that fit you
Preferred Plan
₹0 Upfront
- We plan using Regular Mutual funds.
- We earn Commissions from AMCs.
Ready to take the next step?
Common Questions You May Have
No worries if you have no investment experience! We will create your personalized plan, and you’ll have full support and financial education at every step.
No, a demat account is not required to invest in Mutual Funds. We will invest using SOA (Physical Folios).
Yes, you can start with a small amount, but we recommend a minimum of ₹5,000 per month to effectively build your investments.
No, we do not provide individual stock recommendations. Our primary focus is on mutual funds and helping you build a diversified investment portfolio through them.
No, there are no hidden fees in our services. We earn commissions from AMCs (Mutual Fund Companies), and there won’t be any other costs that you need to pay.
