AltPort Funds: AIF & PMS Investment Solutions in India

ALTPORT FUNDS

Investing Beyond Traditional Markets | Institutional-Grade Alternative Wealth Solutions

Vision & Mission

To elevate financial horizons for the elite by empowering affluent investors with tailored, process-driven wealth creation solutions. We strive to move beyond ordinary returns, offering an 'off-road adventure' in wealth generation through Alternative Investment Funds (AIF) and Portfolio Management Services (PMS).

<ul><li>Deliver unparalleled financial solutions with unwavering dedication.</li><li>Establish a standard of excellence, not just a goal.</li><li>Provide bespoke access to high-growth alternative assets.</li></ul>

Founder’s Message

Founder Vikas Agarwal's philosophy is rooted in long-term value creation, inspired by his interactions with legends like Warren Buffett and Charlie Munger at the Berkshire Hathaway AGM (2016). His commitment is to bring that same rigorous, skill-based investing discipline to Indian HNIs, ensuring wealth is not just managed, but compounded with wisdom.

Market Opportunity: The Rise of Alternatives

The Indian investment landscape is shifting rapidly. While Mutual Funds serve the masses (like a bus), PMS offers a tailored chaffeur experience, and AIFs provide the 'off-road adventure' into high-alpha territory. Institutional and Ultra-HNI capital is migrating toward AIFs at an unprecedented rate.

Why Alternative Investments Now?

Maturity of the Ecosystem: AIFs regulated by SEBI since 2012, now over a decade of track record.

Deepening Markets: Increased liquidity and opportunities in private equity and pre-IPO spaces.

Need for Alpha: Traditional equity markets are becoming efficient; alternatives offer the 'skill-based' alpha essential for beating inflation and index returns.

The Problem with Traditional Investing

Investors today face fragmented portfolios, high churn rates, and misaligned incentives. Traditional wealth management often relies on 'Luck' rather than 'Skill', leading to poor client service, frequent relationship manager turnover, and a 'one-size-fits-all' approach that fails HNI needs.

AltPort’s Solution: Process-Driven Wealth

We replace chaos with a structured, process-oriented investing engine. Our proprietary 3I selection approach ensures portfolios are unbiased and customized. We focus on Investment Style, Investment Quality, and Investment Performance to deliver consistent, risk-adjusted returns.

AltPort By The Numbers

Trust: Over 350+ Investors have invested in our process.

Scale: Over ₹500 Crores invested via our platform.

Reach: Serving clients across 10 Countries.

Adoption: Over 15,000 investors utilize our tools for decision making.

Our Product Universe

A comprehensive suite for the modern investor

1. Alternative Investment Funds (AIF) - Cat I, II, III 2. Portfolio Management Services (PMS) - Discretionary & Non-Discretionary 3. Mutual Funds 4. IAP & Broking 5. Gift City – International Investments 6. Structured Products 7. Unlisted Investments

Investment Philosophy: S.O.U.L.

We believe in Skill Over Luck. Our philosophy categorizes managers into quadrants. We rigorously avoid 'Trap' funds (High Luck, Low Skill) and seek 'Best Position' funds (High Skill, High Luck/Process). We never compromise skill for short-term outcomes.

Fund Selection Framework

Quantitative: Analyzing alpha, standard deviation, and downside protection over 5+ year horizons.

Qualitative: Assessing management pedigree, skin in the game, and team stability.

Consistency: Ensuring performance is driven by a repeatable process, not one-off market bets.

Risk Management Approach

We act as your 'Guidance in Storms and Calms.' Our process includes rigorous drawdown management and emotional grounding to prevent knee-jerk reactions. We diversify not just across assets, but across investment styles (value, growth, momentum) to smooth out volatility.

Portfolio Construction Strategy

The Pyramid of Wealth: 1. Base: Investment Performance (Consistent risk-adjusted returns). 2. Middle: Investment Quality (Intrinsic value, management competence). 3. Peak: Investment Style (Adaptable strategies aligned with investor goals).

AIF Performance Snapshot

Our rigorously selected AIF partners have demonstrated strong historical performance. Key funds in our universe show robust 3-year CAGRs, validating our selection methodology.

Key Differentiators

Proprietary '31' Selection Approach: A rigorous filter that few funds pass.

Consistency Score: We measure and score funds on their ability to deliver results repeatedly.

Investment Committee: Veteran oversight on every portfolio decision.

Exclusive Access: Entry into closed-ended and high-demand AIF opportunities.

Competitive Landscape

While generalist wealth managers offer 'off-the-shelf' mutual fund products, AltPort specializes in the 'Platinum Club' of AIFs (Min 1 Crore) and 'Gold Club' of PMS (Min 50 Lac). We don't just sell products; we curate high-performance strategies that retail banks and brokers often overlook.

Technology & Reporting

Transparency is key. Over 15,000 investors use our proprietary analytics tools to track performance, risk metrics, and portfolio allocation. Our digital dashboard provides fractional visibility into complex alternative assets, ensuring you are never in the dark about your wealth.

Investor Experience Journey

Profiling: Deep dive into financial aspirations and risk appetite.

Strategy: Customizing the mix of AIF, PMS, and Structured Products.

Execution: Seamless digital onboarding and capital deployment.

Review: Periodic rebalancing based on our consistency scores.

Governance & Compliance

We operate in a highly regulated environment. AIFs and PMS are strictly governed by SEBI. Our platform adheres to the highest standards of compliance, data privacy, and fiduciary responsibility, ensuring your capital is not only grown but protected.

Due Diligence Process

Scrutiny: Only funds passing our 3I criteria are recommended.

Evaluation: We analyze alpha consistency versus benchmarks over 5+ years.

Verification: We check if returns align with risks taken (Sharpe/Sortino ratios).

Fund Manager Network

Curated through our rigorous investing process

• UNIFI CAPITAL • WHITEOAK CAPITAL • ASK INVESTMENT MANAGERS • SAGEONE • ABAKKUS (Sunil Singhania) • CARNELIAN • SUNDARAM ALTERNATES • MARCELLUS

I used to distribute my investments among various wealth managers, resulting in fragmented tracking... Upon meeting Vikas, my investment experience underwent a remarkable transformation... Consolidating my investments under his stewardship ensured a stable relationship and improved performance.

Bipinchandra Dugam, Senior Drilling & Completions Manager

Revenue Model

Distribution Fees: Recurring trail commissions from AIF/PMS partners.

Advisory Fees: Fee-only models for bespoke portfolio construction.

Consultancy: Revenue from integrated solutions (Estate Planning, Trust Formation, Taxation).

Scalability & Brand Growth

Our brand validation is strong, with regular features on Zee Business ('Equity Market Outlook') and high-engagement YouTube content. This media presence creates a scalable inbound funnel of HNI leads, reducing customer acquisition costs.

Go-to-Market Strategy

Digital Dominance: Leveraging our tech tools used by 15,000+ investors to convert free users to commercial clients.

Thought Leadership: CEO appearances on ET Now and Zee Business to establish institutional credibility.

Referal Flywheel: High satisfaction among our 350+ core investors drives word-of-mouth referral.

Distribution Strategy: Beyond Investments

We entrench ourselves in the client's financial life through Family Office services, Estate Planning, and Taxation Consultancy. This holistic distribution ensures sticky relationships and cross-selling opportunities across generations.

Strategic Partnerships

We maintain deeply integrated partnerships with India's premier asset managers, ensuring priority access and dedicated support for our clients.

UNIFI CAPITAL • WHITEOAK • ASK • SAGEONE • ABANS • SUNDARAM ALTERNATES • GREEN LANTERN

Key Metrics & KPIs

• Assets Advised: > ₹500 Crores • Active Investors: > 350 Families • Geographic Footprint: 10 Countries • Tool Users: > 15,000 • Retention Rate: High stability due to 'Consolidated Stewardship'

3-Year Growth Outlook

AUM Target: scaling to ₹2,000+ Crores as AIF adoption explodes.

Tech: Launching AI-driven portfolio rebalancing tools for PMS clients.

Team: Expanding the 'Alternative Experts' team to tier-2 cities.

Market Expansion: GIFT City

We are aggressively expanding into GIFT City (Gujarat International Finance Tec-City) to offer International Investments. This gateway allows Indian investors to diversify globally and NRI investors to access India's growth story seamlessly.

Leadership Team

Vikas Agarwal (Founder & CEO): 16+ years of capital market experience. MBA Finance. Leading voice on Zee Business/ET Now. Met Warren Buffett in person.

Samir Kumar (Chief Business Officer): 20+ years experience. OTA certified professional trader. Expert in HNI/Ultra-HNI revenue strategies.

Advisory Board & Investment Committee

Our Investment Committee consists of seasoned veterans who have weathered multiple capital market cycles (Bull and Bear). They scrutinize every portfolio and provide macro-level guidance to ensure our 'Consistency Score' metrics remain robust.

Risks & Mitigation

Market Volatility: Mitigated by our 'Guidance in Storms' framework and Asset Allocation.

Luck vs Skill: Mitigated by the SOUL Framework, avoiding 'High Luck/Low Skill' traps.

Fund Manager Churn: Mitigated by tracking retention rates and Skin-in-the-game.

Why Invest with AltPort?

We are not just distributors; we are Guardians of your Invetsing Process. With 350+ satisfied investors, 500Cr+ assets, and a founder who trained philosophically with the world's best, AltPort offers the process, privacy, and performance the elite demand.

Let's Embark on a Journey to Create Wealth

We live by our process.

📞 +91 95616 10108 | ✉️ vikas@altportfunds.com | 🌐 Altportfunds.com