Alts Wealth is a Wealth Management platform catering to the mass-affluent customer segment. It will be a digital first but relationship manager serviced, investment advisory platform. Alts will have investment products ranging from listed equities, mutual funds, bonds, private debts, derivatives, currency, commodities, to alternatives. The investment ideas will be generated in-house through a combination of research analysts and technology. The company is building technology using AI and ML, data-driven models, for delivering hyper-personalized wealth advisory.
To generate investment ideas, back-test, simulate, construct, manage and rebalance portfolios, the company will build scalable, modular technology engines to assist in research.
Overtime, the company intends to manage other parts of an individual's wealth, for example - real estate, cash, liabilities, incomes, expenses, taxes, by leveraging technology.
The founder, Abhishek Rao, is an alumnus of BCG and Kroyana Special Situations Fund, a private equity fund and is a Gold-Medallist in CA. The other founders are also alumnus of marquee institutions such as BCG, EY, ISB, Lancaster University.
Company Details
- Founded
- -
- Address
- Bangalore, Bangalore,india
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://altswealth.com
- Keywords
- Bangalore.
- HQ
- Bangalore
Alts Wealth Private Limited Questions
Alts Wealth Private Limited's website is http://altswealth.com
Alts Wealth Private Limited's LinkedIn profile is https://in.linkedin.com/company/altswealth
Alts Wealth Private Limited's industry is
Investment Management
Alts Wealth Private Limited's top competitors are
Athena Capital,
Deep Equity Ai,
Revoquant Ai,
Ionio,
Resollect,
Dexter Ventures,
Syan Automation,
Stealth Startup,
Alpex Capital,
Zuari Industries Limited.
Alts Wealth Private Limited's categories are Investment Management
Alts Wealth Private Limited's founding year is 2022
