alphainvestments

Home – Copy

Discover. Apply. Grow.

Plan. Invest. Grow.

Plan your finances and invest for growth with certified asset valuation and insurance solutions.

Your Trusted Partner for Expert Financial and Asset Valuation

Alpha Investments is an AMFI Certified Financial Advisor in Trivandrum, providing bespoke Portfolio Management. Led by founder George Jacob, an expert with 20+ years of experience, we offer unique IBBI Valuer expertise for all your asset needs.
Years of Dual Expertise
0 +
Client Success Stories
0 +

Health Insurance

Secure Quality Healthcare Without Financial Stress.

Retirement Planning

Build Inflation-Proof Income for Your Golden Years.

Business Insurance

Safeguard Your Business from Unexpected Risks.

General Insurance

Protect Your Assets: Home, Vehicle, and Property. 

Mutual Fund Distribution

Grow Your Wealth with Goal-Based Fund Strategies.

Insurance Planning

Complete Financial Protection with Adequate Life Cover.

Health Insurance

Secure Quality Healthcare Without Financial Stress.

Retirement Planning

Build Inflation-Proof Income for Your Golden Years.

Business Insurance

Safeguard Your Business from Unexpected Risks.

General Insurance

Protect Your Assets: Home, Vehicle, and Property. 

Mutual Fund Distribution

Grow Your Wealth with Goal-Based Fund Strategies.

Insurance Planning

Complete Financial Protection with Adequate Life Cover.

Our Process

Our proven methodology ensures a clear, structured path to achieving your financial planning and investment goals efficiently.
1.
Understand Your Goals

Define your financial needs and aspirations with us in detail.

2.
Craft Portfolio Strategy

Design a diversified plan that minimizes risk effectively.

3.
Implement The Plan

Invest with precision and long-term care wisely.

4.
Review & Rebalance

Ongoing support and adjustments to meet your changing life and markets.

Stories of Success

Because real results speak louder than promises.
Alpha Investments - Testimonials
Mathew Cherian
Quote

Thank you for giving me the knowledge of what a financial planner can help me within many things. Whenever we are doing 1 2 1 it is going really interesting. Thank you so much for the Support.

Mathew Cherian
Financial Investments
Rahul R Kaimal
Quote

Mr George is very knowledgeable about the financial services he offers. He provided very fast and professional service to me when I approached him with a request. He is also very diligent in following up and ensuring that the customer receives the account statement and other documents in a timely manner. Thank you sir for your excellent services!

Rahul R Kaimal
Business Consultant - Management
Preeti Nair
Quote

I was totally clueless when it came to investment portfolios and as an NRI, I was always hesitant to enter into mutual funds and such ventures in India. George sir explained everything to me in such a simple manner that i was amazed that I could understand all the basics. His knowledge base is huge, and his experience is very vast, so if any one of you is thinking about taking the plunge into the investment portfolios in India, George Sir is the man!

Preeti Nair
Gifts
Sreekumar
Quote

Having a deep knowledge on all investment options and products you stand apart in the field of mural fund distributerse will recommend your services to my friends and professional circle

Sreekumar
MIT Consultants, Electrical Equipment
Mathew Thannimoottil
Quote

My son was hesitant in taking an SIP and we wanted him to not let his income to be idle. Our efforts to convince him didn't bear fruit. George meticulously explained the importance of having even a small SIP and his approach convinced him and he's now part of it and I only have George to be thankful

Mathew Thannimoottil
Interior Design - Residential
Santhosh Kumar S
Quote

George Jacob Sir has been an incredible mutual fund distributor. He possesses a deep understanding of the market and has helped me navigate the complex world of investments. With his expert guidance, I have seen my portfolio grow steadily over time. George sir professionalism and dedication to his clients truly set him apart. I am grateful to have him as my mutual fund distributor!

Santhosh Kumar S
Retail (Other)
Dileep Malamel
Quote

With bank rates going down and inflation going up, I needed an alternative for my investments but I had no clue how to go about with mutual funds. Adv George Jacob the Mutual Fund advisor sat with me for more than an hour and helped me understand how mutual funds work and after careful deliberations and risk profiling helped me step into the world of mutual funds. A great and helpful person whom you can trust and seek help for investing you money in mutual funds.

Dileep Malamel
Hotel
Saji Jose
Quote

George Jacob Sir is 100% professional & he has a through knowledge of his financial products. On his advise, my staffs joined in one mutual fund which gave them more than 20% Returns in one year time. He will not force any one to take policies but will give you correct details of the benefits and disadvantages of policies. If a person is not forcing you to take his product after a detailed presentation and Clearing all your doubts in that subject, definitely he will be an expert in that subject & you can trust him blindly. More over George Sir is answering all calls even after taking his policies & that is another quality of a sincere business man. So I blindly recommend George Sir for all financial products that he deals with.

Saji Jose
Retail (Other)
Kiran Chandran
Quote

I recently connected with George for advice on term life insurance. He was incredibly knowledgeable and patient, taking the time to understand my needs and answer all my questions thoroughly. Thanks to George's guidance, I feel confident I've chosen the right plan for my situation. Highly recommend him for anyone seeking insurance advice!

Kiran Chandran
Photographer
Video Testimonials

Authentic Voices Captured

Maneesh Madhusoodanan
Alpha Investments
Financial Services
"I actually met George Jacob sir through BNI. After meeting him, I heard about 'Overnight Funding' during one of his feature presentations. Now, I am someone who utilizes it very well."
Maneesh Madhusoodanan
CEO (Elementz IT Solutions)
More Videos
Maneesh's Testimonial thumbnail
Maneesh Madhusoodanan
Alpha Investments
Portfolio Management thumbnail
Portfolio Management
Wealth Building
Digital Innovation thumbnail
Digital Innovation
Tech Investments
Financial Analysis thumbnail
Financial Analysis
Data Driven
Risk Management thumbnail
Risk Management
Strategy Session
Client Success thumbnail
Client Success
Testimonials
Global Markets thumbnail
Global Markets
International
Sustainable Investing thumbnail
Sustainable Investing
ESG Focus
Retirement Planning thumbnail
Retirement Planning
Long-term Strategy
Tax Optimization thumbnail
Tax Optimization
Financial Planning

Frequently Asked Questions

Yes. We are an AMFI Certified Mutual Fund Distributor and our valuation services are provided by an IBBI Registered Valuer. This ensures high standards of compliance and trust.>

Log in to track your investments.

Log in to track your investments.

Scroll to Top