- info@alphaquad.in
- +91 9890198745
The foundation of Alpha Quad® was laid with the simple intention of bridging the gap between what was and what could be. A simple goal, to create and nurture a unique Investment Ecosystem that provided custom solutions with a very strong backing from the truly timeless concepts of Trust and Transparency.
We follow a philosophy-driven investment approach. We completely adhere to our motto that there are no short-cuts to wealth. We strongly believe that “Long term investment focus, in companies without irrational debt, rooted deeply in India’s economic growth, will ensure better returns”
In today’s complex financial world that changes overnight, our aim is to simplify investing for you by following a logical sequence of managing your money and aspirations. To create long term, sustainable wealth for you. In addition, we go through financial data, macro-economic pointers, business trends and analysis to add valuable input to building your financial health.
We understand that “No two snowflakes are alike”. Likewise, no two financial lives of two people are the same. That’s why it is important to study and understand all your financial circumstances elaborately, across loans, protection, investments and succession planning and accordingly apply a holistic diagnosis to assess your financial wellbeing. We use a high conviction, bottom-up approach that focuses to generate alpha for our clients by investing in companies that show volume growth across all cycles, with strong balance sheets with owners’ skin in the game.
Alpha Quad®, becoming the No. 1 Wealth Expert in India, and is dedicated to quality, customer value and high standards of efficiency. At all times, our team will be proactive within the investment community, with the essence on customer care and employee relations.
The Alpha Quad® image within the market place will be continually addressed to ensure we maintain the highest level of ethics and service that surpasses the expectations of our customers.
Alpha Quad® will always be sensitive to the needs and requirements of its customers and will continually maintain its commitment to the highest standards of Trust, Transparency, Integrity & Technology.
"STRIVE TO DO WHAT IS RIGHT EVERY TIME"
We are committed to the highest standards of ethical conduct in all that we do. We believe that honesty and integrity engender trust. Trust is the corner stone of our business. We abide by the law of the country and strive to be responsible and worthy citizens
"RESPECT ONE AND ALL"
We believe that our success depends on the efforts of our team. We appreciate and believe that respect, for our colleagues, customers, partners and all those we interact, is important to the success of our business.
"PERFORM WITH EXCELLENCE"
We are determined to succeed. We will approach every challenge with a sole objective to excel in every aspect of our business. We understand the importance of our mission and the trust our customers place in us.
Our team is certified by Association of Mutual funds of India (AMFI), NSE’s Certification in Financial Markets (NCFM) in Capital Markets, Derivatives & Depository Services, Insurance Regulatory Development Authority (IRDA), Kalpesh Nevgi is also a SEBI Certified Research Analyst, Regn No:. INH000010414.
Kalpesh Nevgi & Trupti Patil, Directors at AQ Investments and Savings Pvt. Ltd., are both veterans in investment business. Between them they have varied experience in the financial services industry since 2008. Having a combined corporate experience of over 2 decades, the duo is well versed with Resident as well as NRI, Individual as well as Corporate AML and KYC guidelines set upon by the Indian Regulators.
214, 2nd Floor, Mahalaxmi Chambers, 18th June Road, Panjim – Goa, 403001
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