About us
A new entrant in the financial services.
About us
FINANCIAL RATIO ANALYSIS
We would like to take an opportunity to introduce Alphagen Investments, a new entrant in the financial services. The company is founded by erstwhile founders of India business of a Fortune 250 Company, offering financial planning services to India consumers during the period 2011 to 2014. At the beginning of our tenure with this company, we were asked to unlearn everything about ‘how to offer financial services’ learned till the beginning of career with this company. We went through unwinding of complete thought process and were made to understand what the financial planning is in true sense. The new thought process introduced a concept of offering unbiased products and services to consumers irrespective of the revenues made by the company. The concept resonated very well with the clients with a new ray of hope as we were treated as their true well-wishers and not as mere salesmen.
Alphagen Investments
Its all about your Future
Mission
Our mission is to increase retirement readiness for our clients and subsequent generations as they embrace the responsibilities of success by creating, implementing, and monitoring financial strategies consistent with their core values.
Vision
To be the premier financial advisory firm, meeting the financial goals of our customers through quality risk and wealth management solutions, delivered by our trusted and professional financial consultants.
Core Values
We recognize the significant duty we owe to our clients. We take pride in providing our clients with financial security and peace of mind during times of mounting concern and uncertainty. We want to care for our clients
What We Do
Financial Freedom without Boundaries.
Consulting
The role of a financial consultant is to provide an independent, expert opinion on a proposed business plan or decision.
Planning
An investment planning provides financial strength or guidance to customers for compensation such as investment management
Corporate
Corporate finance is the division of finance that deals with how corporations address funding sources, capital structuring, and investment decisions.
Abhineet Kapoor
Entrepreneur/Founder
Experienced Co-Founder with a demonstrated history of working in the financial services industry. Skilled in Business Relationship Management, Branch Banking, Banking, Credit Analysis, and Commercial Banking. Strong business development professional with a Intermediate focused in Commerce from C.B.S.E Board, Army Public School, Dehradun (UK).