ABOUT US
Our Investment Philosophy
At ALT Invest, we believe wealth-building is not just about returns — it’s about clarity, discipline, and informed decision-making.
Our investment philosophy is built on three pillars:
1. Goals First, Products Later
We start by understanding your financial goals — whether it’s retirement, child education, income planning, or ethical investing — and then design a portfolio that fits your life.
2. Research-Driven, Transparent Advice
We rely on data, fundamentals, and a structured review process. No guesswork, no random fund picks — only thoughtful, long-term strategies tailored to you.
3. Ethical & Value-Aligned Investing Options
For clients seeking Shariah-compliant or ethical investments, we provide curated portfolios built around approved funds, smallcases, and ETFs.
We don’t believe in selling — we believe in guiding.
Your financial success is our responsibility, and every recommendation is made with your best interest in mind.
Our Strengths
ALT Invest stands apart because we combine expertise, transparency, and personal attention.
✔ Personalised Financial Planning
We design portfolios and insurance strategies that match your goals, risk appetite, and time horizon.
✔ Expertise Across Mutual Funds & Insurance
From equity funds to gold, from term plans to health insurance — we help you choose what truly fits you.
✔ Ethical & Shariah-Compliant Investing Expertise
We specialise in helping clients build Halal-aligned portfolios without compromising on growth.
✔ Long-Term Support & Portfolio Reviews
We don’t disappear after the first call.
We review, rebalance, and guide you continuously so your portfolio grows with you.
✔ Easy, Friendly & Reliable Client Support
WhatsApp support, quick responses, and simplified explanations — investing doesn’t have to feel complex.
.png)
Meet Our Team
At ALT Invest, we work together to provide reliable, research-backed, and ethical wealth solutions.
Whether you're interacting with our planning team, research desk, or operations support — you’ll always experience clarity, honesty, and care.
Sreerag Nair
.png)
Latish Nambiar
Sarath
