Our Services

Our Services

ADd Alpha is highly committed to provide a niche form of advisory services to small and medium sized business organizations by creating a paradigm shift in the thinking of promoters & senior management towards developing long-term strategy and its execution. By partnering with ADd Alpha, an organization’s senior management focus gets sharpened and directed to specific areas that are limiting their potential growth.

  • The services offer include, but not limited to:
    • Asset Allocation model based on clients’ requirements.
    • Tailor-made equity portfolios
    • Structured fixed income products
    • Private equity opportunities
    • Comprehensive financial planning based on the risk appetite
    ADd Alpha’s financial planning process is carried out in a systematic way as follows:
    • Initial assessment meeting
    • Understanding clients personal goals and objectives
    • Structuring a tailor-made financial plan
    • Implementation of the financial plan
    • Stringent portfolio monitoring
    • Reporting
    • Timely rebalancing.
    • Set up of risk management framework
    • Risk identification, mitigation, monitoring and reporting framework
    • Foreign exchange & Derivatives hedging strategies and accounting support
    • Basel II and IFRS Implementation Support
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ADd Alpha Advisory Services (ADd Alpha) is an independent financial services’ consulting firm founded in 2010 by two seasoned chartered accountants from financial services industry, with more than 60 years of combined hands-on experience in India and GCC.

Get in Touch

  • venkat.kailasam@addalpha.in
  • +91 9894360317
  • www.addalpha.in
  • Office 3D, The Hub 1515, Avinashi Road, Peelamedu Coimbatore - 641 004.