Discover how easy it is to start your alternative investment journey with AltWealth. A complete step-by-step roadmap to building your portfolio.
Alternative investments shouldn't be complicated. We have streamlined the entire process from discovery to portfolio tracking, giving you a seamless, secure, and fully digital experience.
Begin by creating your AltWealth account. To comply with SEBI guidelines, you'll need to complete our rapid, fully digital KYC process. This takes just a few minutes and ensures the highest level of security for your investments.
Once verified, unlock full access to our curated marketplace of Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), REITs, and more. Dive deep into fund metrics, historical performance, manager credentials, and minimum ticket sizes.
Unsure which fund aligns with your risk appetite and financial goals? Schedule a personalized, one-on-one call with our wealth advisors. They will help you structure a resilient portfolio without any hidden advisory fees.
Ready to invest? Select your desired allocation and complete the transaction digitally. Sign all necessary legal agreements and subscription forms electronically via Aadhaar-based e-Sign. Transfer funds securely via RTGS/NEFT directly to the fund's designated escrow account.
Monitor all your alternative investments through our unified, smart dashboard. Get real-time updates on NAVs, drawdowns, distributions, and overall portfolio XIRR. Download comprehensive, ready-to-use tax reports during filing season.