Priya: Our financial maven who lost her shirt and found her heart - Rethink Central

Priya: Our financial maven who lost her shirt and found her heart

by | Jul 23, 2013 | Profile

“There are plenty of people out there willing to invest your money without concerning themselves with what’s important to you.”
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Priya owns a very successful investment company, but she understands just how scary it can be to make investments.

Because a few years ago, Priya and her husband woke up to discover that a chunk of their hard earned, and seemingly well invested money was simply… gone.

She wasn’t naive about investment – she has a background in financial writing – and her husband also worked on the edges of the financial world: but still they were badly done by a financial consultant who’d sold them terrible products.

There are plenty of people out there willing to invest your money without concerning themselves with what’s important to you. Priya learned this the hard way. If you leave your money in the hands of people who earn commission for selling products, there is always a risk of being sold things that just don’t suit who you are and how you live your life.

As Priya points out, “if you pay peanuts, you’re going to get monkeys.”

So, although it wasn’t a huge amount compared to their overall capital, it was, their hard earned cash that just wasn’t there any more. The couple became determined to save other people from being taken in the same way. That’s when the couple formed Peak Alpha, with the core ethos that they will look after your money, the way you’d look after your money.

Despite having lost their investment, they bravely both quit their jobs and opened shop from a home office. They hired staff whose financial beliefs matched their own and slowly, over the years, expanded. Now they’ve got over 3000 clients and a dedicated team working to achieve your financial dreams.

Their company, Peak Alpha, believes that when you pay for solid advice to people who truly care – your money is going to grow. Because by paying for advice, rather than allowing commission to dictate what you are sold, you achieve a perfect fit. Particularly when the advisors are as caring as Priya and her team.

As Priya says, ‘Your money is best managed in such a way that you can have a happy life today and a happy life tomorrow too’.

Your finances and investments are not just about saving for retirement or leaving a legacy; you should also be having fun. And vice versa, you can’t spend all your money today and wonder why you’ve not got any tomorrow. So knowing this, in theory, all you have to do is find someone to work with who understands what make you happy, and what you want to achieve.

It’s a long way from where Priya and her husband started. They knew each other for all of 9 days before the marriage arranged by their parents took place. They got to know each other as they moved from India to the US to the UK and finally back to their roots – this time, setting up shop in Bangalore.

Priya and Shyam may be the first of their families to go into business for themselves, but they surely won’t be the last. Their two teenage children are rapidly learning the entrepreneurial ropes. And with such caring and clear sighted parent, they certainly know how to work with money.

And that’s something Priya believes is necessary: the reason so many people don’t know what’s happening with their finances, is because no one’s talking about it openly.

What does the rest of Priya’s life look like? Oddly enough, it may be taking over an animal shelter.

But that’s the beauty of a healthy relationship with your money – it’s not about having it, it’s about how you use it to make you happy.

And why animals? Well, that’s another story, but let’s just say she’s known for bringing home stray dogs, chickens and cows. Yes, cows, but then she does live in India. But so far, no monkeys. Yet.


If you’ve enjoyed this profile, why not check out these other fabulous people we’ve covered in our monthly profile spot:

Coaching takes Pearl Panthaki to new levels
Meet Alice Lee…
Crossing the divide : meet Angela Privin

Or why not check out the full list of people on the Rethink Retreats Profile Page.
And as always, do please share your thoughts below

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