ALT INVEST – PRODUCTS
1. Mutual Fund Investment Solutions
Invest with clarity and confidence.
We help you build a personalised mutual fund portfolio aligned with your goals, risk profile, and investment horizon.
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What you get:
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Goal-based SIP/Lumpsum planning
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Portfolio construction (Equity, Hybrid, Gold, Passive)
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Tax-efficient strategies
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SWP planning for monthly income
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Regular portfolio review & rebalancing
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Transparent fund selection based on research
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Ideal for:
Beginners, working professionals, NRIs, and long-term wealth builders.
2. Smallcase Thematic Portfolios
Invest in ideas that shape the future. Take a smarter route to stock investing. We offer curated baskets of stocks and ETFs based on specific themes, strategies, or objectives, giving you direct ownership with expert management.
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What you get:
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Access to professionally managed stock baskets
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Thematic investing strategies (e.g., Green Energy, Digital India, Dividend Aristocrats)
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Direct ownership of shares in your Demat account
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One-click rebalancing updates
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Dividends credited directly to your bank account
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Complete transparency of underlying assets and fees
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Ideal for:
Informed investors, market trend-watchers, and those seeking direct equity exposure without the hassle of stock picking.
3. Comprehensive Insurance Planning
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Protect your wealth and secure your loved ones. Financial planning is incomplete without risk management. We help you identify and bridge the gaps in your coverage to ensure your financial goals remain safe during life’s uncertainties.
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What you get:
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Personalized Needs Analysis for Life (Term) and Health Insurance
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Unbiased comparison of top insurers and policies
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Critical Illness and Personal Accident coverage planning
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Review and optimization of existing insurance policies
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End-to-end claim settlement assistance
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Tax-saving optimization (Section 80C & 80D benefits)​
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Ideal for:
Primary breadwinners, new parents, self-employed professionals, and anyone seeking total financial peace of mind.