ALTPORT: Process-Driven Wealth Creation & AIF Investment

ALTPORT

Alternate & Portfolio Experts | Process-Driven Wealth Creation

Presentation Index

1. Alternative Investment Funds (AIF)

2. Portfolio Management Services (PMS)

3. Mutual Funds & IAP

4. Gift City – International Investments

5. Structured Products & Unlisted Investments

Exploring AIF & PMS Universe

<strong>Alternative Investment Fund (AIF)</strong><br>Pooled investment funds focusing on alternative assets like private equity, real estate, and startups.<br><br><strong>Portfolio Management Service (PMS)</strong><br>Tailored investment portfolios comprising equity, fixed income instruments, and individual securities for bespoke wealth management.

Join the Elite Club of Investments

<strong>Platinum Club (1 Crore Min):</strong> AIFs allow you to explore uncharted terrain in investments—an exhilarating off-road adventure.

<strong>Gold Club (50 Lac Min):</strong> PMS is akin to a luxury personal chauffeur tailored just for you.

<strong>Silver Club (10 Lac Min):</strong> Advisory services. Investing in Mutual Funds is like collective transport—one of many passengers.

The Abundance of Funds Landscape

AIF: 1085+ Funds (Oct 2023). Caters to HNIs, Family Offices, Institutions. Three Categories (I, II, III).

PMS: 250+ Funds (Mar 2023). Caters to HNIs and Ultra HNIs. Types: Discretionary, Non-Discretionary, Advisory.

Process-Driven Wealth Creation

Why Choose ALTPORT?

Over 350+ Investors have invested in our process.

Trusted by investors across 10 Countries.

Over ₹500 Crores invested using our process.

Over 15,000 investors use our tools before deciding.

Diverse Investment Avenues

We offer investment avenues tailored for you, divided by category but united by our investing process:<br><br>&bull; <strong>AIF:</strong> Min ₹1 Crore<br>&bull; <strong>PMS:</strong> Min ₹50 Lacs<br>&bull; <strong>Advisory:</strong> Min ₹10 Lacs

Process-Driven Returns

A proven process for consistency.<br>We meticulously follow our investing process to ensure repeatability and quality in results, much like a master craftsman.

Our Fund Selection Philosophy: SOUL

<strong>S - Skilled:</strong> We seek high skill managers who generate consistent alpha.

<strong>O - Outperformance:</strong> Aiming for returns that beat benchmarks reliably.

<strong>U - Underperformance Avoidance:</strong> Avoiding the trap of low skill/high luck.

<strong>L - Luck Separation:</strong> Distinguishing true skill from temporary luck.

A Once-in-a-Lifetime Opportunity

Our founder Mr. Vikas Agarwal met Warren Buffett and Charlie Munger at the Berkshire Hathaway AGM 2016.<br><br>This interaction reinforced our commitment to value investing and long-term wealth creation principles.

Vikas crafted a personalized portfolio tailored to my specific requirements... My journey with ALTPORT has been nothing short of transformative.

Avinash Bhandari - Founder, Think North Management

Unbiased & Customized Portfolios

Process-oriented portfolios designed to fit your unique financial dimensions. We tailor the investment strategy just as a bespoke suit is measured for the perfect fit.

Process-Driven Performance: AIF

A comparative look at ROI (%) for key AIF products over 1 Year, 3 Years, and Since Inception. Abakkus and Carnelian show strong long-term traction.

Process-Driven Performance: PMS

Performance comparison (%) for PMS leaders. Green Lantern Alpha and ICICI Contra Strategy highlighting consistent returns over 1Y, 3Y and Inception periods.

Process-Oriented Team

We live by our process. Just as pottery requires many hands to shape the perfect vessel, our team collaborates meticulously to shape your portfolio.

Let's Embark on a Journey to Create Wealth

We live by our process!<br><br><strong>Phone:</strong> +91 95616 10108 | 1800 210 1995<br><strong>Website:</strong> Altportfunds.com<br><strong>Email:</strong> vikas@altportfunds.com