Apex Alpha Advisory

Apex Alpha Advisory

Financial Services

Chennai, Tamilnadu 70 followers

To be the go-to place for all financial and regulatory needs, helping clients manage their money, taxes and compliance

About us

Financial / Tax Planning | Wealth & Portfolio Management | Startup Friendly | Registration Compliance & GST 📈🚀 Founded by A & A 👨🏻💻👩🏻💻

Industry
Financial Services
Company size
2-10 employees
Headquarters
Chennai, Tamilnadu
Type
Self-Owned
Founded
2024

Locations

Updates

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    70 followers

    Continuously Learning, Growing, and Delivering Value! Engaging in continuous learning is essential in the ever-evolving financial landscape. Today’s seminar with AssetPlus was an enriching experience, offering deep insights into innovative strategies and market trends. A special mention to Anand B. for sharing his expertise, which added immense value to the discussions. This session served as a great reminder of the importance of aligning our knowledge with our clients’ financial goals. We remain committed to enhancing our capabilities and delivering optimal portfolio management solutions. As wealth planners, we are committed to staying ahead of industry trends to provide the best guidance for our clients. Events like these reinforce our efforts to deliver informed, client-focused solutions.

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  • View organization page for Apex Alpha Advisory, graphic

    70 followers

    Diwali Challenge or Thursday Blues? Let’s kick those mid-week vibes to the curb! 🌟 This weekend, let’s start with a small step: set a budget! 💰 Whether it’s for late-night food orders, fun outings, or Diwali shopping, committing to a budget can make all the difference. Are you in? Share your budget goals on my DM to be accountable and I will be truly happy if you are able to pull it off! ✨ Comment “👍“ below if you’re in for the challenge.

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    70 followers

    Here are five points to substantiate that SIP can outperform Sukanya Samriddhi Yojana (SSY) even though SSY offers more tax savings: 1. Higher Returns: While SSY offers a fixed 8.2% return, SIPs in equity mutual funds have historically given 12-15% returns over the long term, compounding your investment much faster than SSY. 2. Inflation Protection: SSY’s fixed returns may not keep pace with rising inflation, eroding real returns. SIPs, on the other hand, grow with the market, potentially outpacing inflation and increasing purchasing power. 3. Tax Benefits with ELSS SIPs: SIPs in Equity Linked Savings Schemes (ELSS) provide tax deductions under Section 80C, just like SSY. Plus, ELSS has a lock-in of only 3 years, while SSY locks in your investment until the child turns 18 or 21. 4. Capital Gains Tax Efficiency: Long-term capital gains from equity funds are tax-free up to INR 1 lakh annually, and beyond that, they’re taxed at just 10%. (New tax is 12.5%) This tax rate is lower than traditional savings instruments, potentially providing a more favorable tax scenario in the long run. 5. Flexibility and Liquidity: SIPs provide more flexibility to invest and withdraw funds, while SSY has strict lock-in periods. The liquidity in SIPs allows you to adjust to changing financial goals without being tied down to long-term commitments. Tags : [Tax savings, girl child investments, SIP, ELSS, SUGANYA SAMRIDDHI YOJANA, inflation, middle class investment strategies, child educational investments]

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    70 followers

    Would you still invest in SSJ? If yes, please share your thoughts? Don’t conclude before reading the points below: 1. The current interest rate for SSY is 8.2% as per government policy, but it may change with future updates. 2. SIP returns are market-based and can fluctuate, but historical data over the past 20-30 years provides a reasonable estimate of potential ROI. 3. Inflation impacts all investments, so it’s important to choose the safest and most promising options. (8% is not considered a great investment choice for a longer term) 4. This comparison does not account for tax benefits. Part 2 will cover that and my views on it. (Part 2 is coming tomorrow) 5. The old tax regime is gradually being phased out, though no official confirmation on a complete phase-out has been made. So ideally investing in SIP gives more flexibility & benefits than SSJ. Let’s discuss more on the comments section.

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    70 followers

    Vetri Kodi Kattu on full blast because we have literally imagined this moment a million times! 😂😇 Wish us luck on this crazy journey! Let’s begin @apexalpha_advisory 💫🔥 Inaugural season - Get free 1-0-1 tailor made wealth planning / retirement planning done with us! Become a millionaire & retire early 🚀 #wealthplanning #taxplanning #gstreturn #apexalphaadvisory #financialexcellence #clientfocused #investmentstrategies #businesslaunch #betterfuture #retirementplanning

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    70 followers

    Exciting News: Apex Alpha Advisory is Here to Elevate Your Financial Journey! 🚀 We’re thrilled to introduce Apex Alpha Advisory, your new go-to resource for comprehensive financial expertise and strategic insights. As we launch our business, our goal is to redefine how you approach financial management with our suite of tailored services: 💼 Our Expertise Includes: Wealth Management: Curated strategies designed to grow, preserve, and optimize your wealth. Portfolio Management: Insightful, data-driven approaches to maximize your investment returns. Tax Planning: Proactive solutions to streamline your tax liabilities and enhance your savings. Financial Planning: Holistic plans that align with your personal and professional aspirations. Income Tax Filing: Accurate, efficient filing to ensure compliance and peace of mind. ROC Compliance: Expert guidance to navigate regulatory requirements seamlessly. 🔍 Why Apex Alpha Advisory? Customized Solutions: We tailor our strategies to meet your specific financial goals. Expert Team: Our experienced professionals bring a wealth of knowledge and dedication. Client-Centric Approach: We prioritize your needs, providing personalized and actionable advice. 🚀 Join Us on This Journey! We invite you to follow our page for cutting-edge insights, industry updates, and practical tips to help you stay ahead in the financial landscape. Connect with us to explore how we can work together to achieve your financial ambitions. 🔗 Follow Apex Alpha Advisory for Updates and More! Feel free to reach out with any questions or to schedule a consultation. Let’s embark on this journey towards financial excellence together! Contact us 📞 : +91 8637438176 Email : apexalphaadvisory@gmail.com Launching our website soon! #ApexAlphaAdvisory #FinancialExcellence #WealthManagement #InvestmentStrategies #TaxPlanning #FinancialFuture #ClientFocused #BusinessLaunch

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