🚀 Zero Joining Fee
You Empower Wealth Creation For Your Clients, We Empower You For Your Clients,We Empower YouAltcase is the most advanced wealth management platform for financial advisors in India
PRODUCT PARTNERS
Go Beyond Mutual Funds
Fixed Deposits
High interest digital FDs from reputed small finance banks and NBFCs
Gold
Regulated gold investing with 0% GST, 0% making charges and 0% storage costs
Bonds
Curated high yield bonds issued by financially strong companies
Alternative Assets
Investment products previously available to only the top 1%
Investment Baskets
Expert-designed diversified portfolios of mutual funds and stocks
PMS
Highly customized investment portfolios for your high-value clients
What is in it for you?
The Most Advanced
Wealth Management Platform for Advisors
Offer more investment products to your clients
Get access to your client's entire portfolio
Get valuable insights to grow your wealth business
Engage with your clients more frequently
Get higher visibility and acquire new clients
All mutual funds and stocks
Split between direct and regular plans
Downloadable portfolio reports
Hundreds of Market Insights
Fund overlap with existing portfolio
Scan across Product Universe
Compare and give informed advice
Engage with Your Clients
on a Daily Basis
Marketing materials
Financial calculators
Investment plans
Built By an Experienced Team
Madhusudhan ML
Co-founder
20+ years of experience in Financial Services
Previously - MD of NSDL, Head of Digital Business at Motilal Oswal Mutual Fund“IFAs are empowering the wealth creation journeys of Indians. Through Altcase, we want to empower IFAs to expand their business and all the tech and marketing support they need.”
Kanwar Vivek
Co-founder
35+ years of experience in Financial Services
Previously – MD at Aditya Birla Capital, CEO of Yes Mutual Fund“Without IFAs, the mutual fund industry would not have been what it is today. Altcase wants to help IFAs focus on what they do the best – client interaction – and let us take care of the rest.”
Sudeep Batra
Head of Engineering
25+ years of experience in Finance. Worked in
big firms such as Goldman Sachs, Citi, AQR, and Bank of America“Having built financial technology systems in the USA, I realise that no such systems exist for IFAs in India. At Altcase, we want to build the most advanced wealth management platform for IFAs.”