AlphaWealth is dedicated to bridging the gap between high-growth small-cap companies and discerning investors. Our mission is to empower clients with superior equity research and personalized wealth management.
To generate wealth by providing discerning investors investment worthy high-growth companies through superior equity research and actionable insights.
To be the most trusted wealth creation and equity advisory firm for our clients.
Kaustubh is a Chartered Accountant (CA) and former Chief Financial Officer (CFO). He has 25 years of expertise in equity research and experience of alpha driven investing. As a second-generation equity investor, he excels in forecasting market cycles and identifying high performance opportunities across markets and asset classes. He has a decade of seasoned advisory experience. His smart financial analysis blends sound understanding of macros and fundamental research with market dynamics. His extensive experience in portfolio construction and capital allocation drives his commitment for achieving exceptional portfolio results for our clientele.
Amol is an MBA in Finance with two decades of experience in the financial services sector. Passionate about systematic investing and asset allocation, Amol has guided numerous investors in navigating their financial journey. He specializes in designing customized investment strategies that align with clients’ financial goals. His expertise in portfolio management, combined with a strategic and analytical mindset, ensures that clients receive personalized financial guidance tailored to wealth accumulation, retirement planning, and legacy building.
"Investing with AlphaWealth has been an exceptional experience! Their insightful analysis and stock recommendations, particularly on the transformer company, not only provided us with substantial returns but also enhanced our confidence in their expertise. Achieving over 200% return in just one year exceeded our expectations, and we're grateful for AlphaWealth's guidance in navigating the complex world of equity investments."
"I have been a client of AlphaWealth for several years now, and I must say their stock recommendations have consistently outperformed the market. Their thorough research and strategic insights, especially regarding the power financing company, have been instrumental in helping me achieve my financial goals. The remarkable 180% return on investment in just one year speaks volumes about the quality of their recommendations and the value they bring to their clients. I highly recommend AlphaWealth to anyone looking for reliable and profitable investment opportunities."
I subscribed to the Equity Research Advisory service six months ago, and the results have been nothing short of phenomenal. The in-depth research reports and actionable insights have dramatically improved my investment strategy. One recommendation, in particular, on a ship building stock provided exceptional returns, far exceeding my expectations. The level of detail and professionalism in their analysis is unmatched. This subscription has transformed my approach to investing and significantly boosted my portfolio's performance
The Equity Research Advisory subscription has been a game-changer for my investment strategy. The detailed reports and expert recommendations have led to several lucrative opportunities. One standout moment was investing in a rising Renewable Energy company based on their analysis, resulting in substantial profits. The team's consistent performance and insightful market commentary have provided me with a strategic edge. My portfolio has never looked better, and I am incredibly grateful for the value this service has added. I highly recommend it to anyone looking to elevate their investing approach.
AlphaWealth is dedicated to bridging
the gap between high-growth small-cap companies and discerning investors.