🚀 Zero Joining Fee

You Empower Wealth Creation For Your Clients, We Empower You

Altcase is the most advanced wealth management platform for financial advisors in India

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PRODUCT PARTNERS

Go Beyond Mutual Funds

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Fixed Deposits

High interest digital FDs from reputed small finance banks and NBFCs

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Gold

Regulated gold investing with 0% GST, 0% making charges and 0% storage costs

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Bonds

Curated high yield bonds issued by financially strong companies

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Alternative Assets

Investment products previously available to only the top 1%

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Investment Baskets

Expert-designed diversified portfolios of mutual funds and stocks

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PMS

Highly customized investment portfolios for your high-value clients

What is in it for you?

Advanced Technology
Altcase’s cutting-edge technology enables you to manage your entire business online with unparalleled speed and efficiency
Grow Your Earnings
Boost your income by leveraging our advanced tools and offering high-margin products to your clients
More Products
Delight your clients with a diverse range of investment options, going beyond just mutual funds

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

Get Access to Your Client’s Entire Investment Portfolio
Find opportunities and increase engagement with your clients
tab1All mutual funds and stocks
tab1Split between direct and regular plans
tab1Downloadable portfolio reports
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One Dashboard,
Hundreds of Market Insights
Comprehensive market data to power your investors’ wealth creation
tab2Fund overlap with existing portfolio
tab2Scan across Product Universe
tab2Compare and give informed advice

Engage with Your Clients
on a Daily Basis

news

Marketing materials

finance

Financial calculators

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Investment plans

Built By an Experienced Team

madhu
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.”

vivek
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
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.”