Mutual funds, SIFs and insurance — chosen with discipline, not sold with pressure.
ALT Invest is a Bengaluru-based mutual fund and insurance distribution practice. We help you decide what belongs in your portfolio, place it, and stay with it — commissions disclosed, product shelf open, nothing sold that we would not hold ourselves.
AMFI Registered Distributor — ARN-278288
₹13Cr+
Assets under advisory
170+
Investors
21+
Families served
₹34L+
Monthly SIP book
What we do
Two things, done properly
We deliberately do one kind of work: helping you invest and helping you protect what you have built. No side businesses, no product of the month.
Investing
Mutual Fund & SIF Distribution
Direct and regular plan mutual funds across every AMC, plus access to Specialized Investment Funds (SIF) for investors who qualify — goal-mapped, reviewed on a schedule, never left on autopilot.
- SIP, lumpsum, STP and SWP execution
- SIF access for eligible investors
- Shariah-compliant / ethical portfolios on request
- Ongoing review, not one-time selling
Protecting
Insurance Distribution
Term and health insurance sized to your actual liabilities and family situation, compared across insurers on price and claim experience — not the policy that pays us the most.
- Term life insurance comparison
- Health and family floater plans
- Claim-experience-led insurer shortlisting
- Annual policy health check
How we work
“Wealth-building is not just about returns — it’s about clarity, discipline, and informed decision-making.”
Goal before product
We start with what the money is for, then choose the vehicle.
Data-driven
Selection and review are process-led, not headline chasing.
Disclosed, always
Commission structure and ARN shown up front, every time.
Do the maths first
Free calculators live on our sister site, PlanRetirement.in
Before you talk to us, work out your own numbers — retirement corpus, SIP projections, withdrawal plans and dividend income — with no sign-up and nothing sent to any server. We built it, we don’t sell anything through it.
Who you’ll work with
Founder-led, directly reachable
Latish Nambiar
Founder
AMFI Registered Mutual Fund Distributor — ARN-278288