ABOUT US

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Aalps Investment Advisory was incorporated in the year 2012 with the objective to provide customized financial advisory services to Corporate, NRI, HNI and Retail clients. Our expertise lies in the Mutual Funds though we also provide an all inclusive range of capital products ranging from Insurance, Govt. Bonds, Fixed Deposits, Structure Products and Tax Saving Plans.

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"We Promise to serve as a Guide for the Journey to achieve your Financial Milestone..."

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When its time for investing money,

Individuals and Corporate has unique needs depending on their own objectives and risk profiles. However, some criteria are universal, regardless of the money involved; everyone desires capital protection and generation of positive-absolute returns. We recognize this, and manage the portfolios of Investors to achieve their specific investment objectives. We also do the financial planning were we aim to provide goal oriented advice to our clients like retirement planning, child education/marriage, loan repayment etc. with inflation effect.

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Mr. Rahul Patel (PGDFM - NMIMS, M.Com, AMFI, IRDA)

Rahul Patel is a Pioneer of Aalps Invest and comes with over 9 Years of experience in the Banking & Financial Services Industry. His illustrious career started with ICICI Bank after completing his Graduation from HACC - Gujarat University. During his stint in ICICI he had managed and developed Corporate Relationship in third party products. Subsequently he was in HDFC Bank as an Investment Manager and handled charge for various products of banks. Prior to start Aalps Investment Advisory his major Stint was with Prudent CAS Ltd. as Sr. Manager - Investments and wherein he worked for different investments article which actively suited to client's aspect.

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