Building trusted partnerships, creating lasting prosperity
To be the most trusted wealth management partner for Indians, providing innovative and ethical financial solutions that lead to lasting prosperity.
Founded on the principles of integrity, expertise, and client focus, Altmera Wealth has spent two decades transforming how Indians think about wealth management. We don't just manage money β we build relationships, create strategies, and champion the financial independence of families across India and beyond.
The principles that guide every decision we make
Honesty in every transaction, transparency in every decision. We earn your trust through unwavering ethical standards.
Deep market knowledge combined with continuous learning. Our team stays ahead of global financial trends.
Your goals become our goals. Every strategy is built around your unique needs, values, and vision for the future.
Forward-thinking solutions powered by technology and human wisdom. We blend traditional wealth principles with modern strategies.
Legally bound to put your interests first. No commissions, no conflicts, no exceptions.
All aspects of wealth management work together seamlessly β investments, tax, estate, and retirement strategies unified.
No cookie-cutter plans. Every portfolio and strategy reflects your individual circumstances and aspirations.
Two decades of proven results managing wealth for India's most discerning families and investors.
Altmera's roots trace back to pioneering financial advisory practices in India, when wealth management was nascent and fiduciary principles were rare.
Formalization of our fiduciary wealth management model, adopting international best practices while staying deeply rooted in Indian market expertise.
Launch of our integrated platform, consolidating investment planning, retirement planning, estate planning, and tax optimization under one trusted advisor.
Recognized as India's leading fee-only wealth management firm, managing $28.90B+ in assets with 120+ professionals serving thousands of families.
Transparent, predictable fees aligned with your interests. No commission-driven recommendations.
Legally bound to act in your best interest. The highest standard of care in financial services.
Experienced wealth strategists, not product salespeople. CFAs, CPAs, and MBAs on our team.
Complete wealth management β investments, retirement, estate, and taxes work together seamlessly.
Strategies built around YOUR goals, values, and circumstances β not off-the-shelf solutions.
20+ years of delivering real results. 4.9/5 rating from clients who trust us with their futures.
Meet the professionals guiding your wealth
VP, Investment Strategy
Senior Advisor Associate
VP, Client Relations
Managing Director