Beyond Investment Services: Crafting Legacies
Where Your Investment Flourishes, Every Season
Turning Financial Dreams into Reality
Beyond Wealth, Towards Well-Being
Elevate Your Wealth, Empower Your Future
Where Financial Dreams Meet Strategic Streams
Your Future, Finely Invested
Strategize Today, Prosper Tomorrow
Amaltas Wealth

Wealth Strategies Designed Around You!

At Amaltas, your financial needs journey is our priority, destined to last a lifetime. We grasp the essence of wealth – its creation, augmentation, protection, and succession.

Tailored Wealth Strategies

Grow, preserve and plan your legacy with strategies custom-fit to your needs.

Holistic Investment Planning

Your Multi-Faceted investment needs comprehensive planning.

Client-Centric Philosophy

Committed to fostering lasting relationships built on trust & transparency.

Industry Expert
Team

Experienced team and analysts, rich in knowledge and expertise.

Amaltas Wealth

Crafting the Blueprint for Your Financial Freedom

As you navigate the complex landscape of dynamic world of investments, remember that Amaltas is here to guide you, ensuring that your wealth not only grows but also works towards creating the life and legacy you envision.
  • Transparency and Integrity

    In an industry where trust is paramount, Amaltas stands out for its unwavering commitment to transparency and integrity.

  • Proactive Investment Services

    Anticipating changes in the market, regulatory environment, and your personal life that could impact your financial plan.

  • Cutting-Edge Financial Solutions

    Leveraging the latest in financial technology and innovative investment strategies, Amaltas stays at the forefront of Investment services and its solutions.

  • Dedicated Support and Communication

    At Amaltas, transparent and ongoing communication is at the forefront of our client relationships. Your personal team, deeply familiar with every aspect of your portfolio.

In an industry where trust is paramount, Amaltas Wealth stands out for its
unwavering commitment to transparency and integrity.

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Years of Experience
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Happy Clients
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Industry Experts Advisor

Where Personal Goals Meet Professional Guidance

Amaltas Wealth transcends the one-size-fits-all approach. We believe that every client's financial
journey is unique, and so should be their investment strategy.

Insurance & Mutual Funds
Diversified investment opportunities with our curated selection of mutual funds & insurance. Tailor your portfolio for growth, stability, or income.
Portfolio Management
Experience bespoke portfolio management and alternative investment funds designed to elevate your wealth strategy across various asset classes.
Bonds and Direct Equities
Secure your future with our bonds and equities expertise, offering a balanced mix of safety, income, and growth potential.
Succession and Estate Planning
Craft a legacy that lasts generations. Our estate planning ensures your wealth transitions smoothly and according to your wishes.
LRS & NRI Investment Solutions
Tailored investment strategies for Non-Resident Indians, optimizing returns and ensuring compliance with home and host country regulations.
Retirement Planning
Secure your golden years with strategic retirement planning. From wealth accumulation to distribution, we ensure a comfortable retirement.
Immigration Solutions
Navigate the complexities of immigration investment with our EB5 solutions. Invest in your family's future with a path to residency in the United States.
Lending Solutions
Enhance your investment potential with strategic lending solutions. Access liquidity when you need it, without disrupting your wealth accumulation.

Frequently Asked Questions

Amaltas Wealth transcends the one-size-fits-all approach. We believe that every client's financial journey is
unique, and so should be their wealth management strategy.

Amaltas or Indian laburnum is the state flower of Kerala. The flowers are of ritual importance in preparation of Kani during the Vishu festival of Kerala which falls in the month of April.

The bright yellow flowers of the Amaltas symbolize prosperity, purity, and auspiciousness. The tree’s presence near sacred sites is believed to bring blessings and positive energy.

In Buddhism, the Amaltas tree is associated with the Bodhi tree, under which Lord Buddha attained enlightenment. It symbolizes wisdom, enlightenment, and spiritual growth. In some Buddhist traditions, the Amaltas are planted near monasteries and meditation centres, signifying a connection to the path of spiritual awakening.

While we can offer the simplest of investment product to the most complex structures, we believe in offering need and goal based solutions. We understand you risk and return needs and tailor make asset allocation plans and then fit in the right mix of products to achieve your investment goals.

We build solutions rather than offer product or services. Solutions cater to both your short term and long term goals. They range from a simple buying an aspirational luxury watch or car to building firewalls to protect your wealth by creating trust structure and estate planning.

Today in the modern world, the demand is paperless execution. While lot of product proposition involves zero to negligible paper work, we will be exaggerating if we tell you all investment solutions have minimal paper work. But we at Amaltas, will be part of the simplest to the most complex set-ups making the on-boarding process and investment journey smooth.

At Amaltas, we place lot of emphasis on data and its filtration. We have tied up with multiple leading research platform who can give data cuts that will help the client view the Problem –In hand  in 3 Dimension. This data backed, empirical solution with qualitative factors and access to industry leading capital market personnel ( Fund managers) helps decipher the most complex of problems.

At Amaltas, we at the initial discussion itself decide with you, the frequency in which we will do the periodic reviews. Over the years, our experience says that, for the initial 3-6 months, the frequency of interactions and monitoring will be high but will attain a cruise mode with only once in a month to bi-monthly reviews.

At Amaltas, we will provide you an username and password to track you and your family wealth across various asset classes in a single dashboard.

Frequently Asked Questions

Amaltas Wealth transcends the one-size-fits-all approach. We believe that every client's financial journey is
unique, and so should be their Investment management strategy.

Amaltas or Indian laburnum is the state flower of Kerala. The flowers are of ritual importance in preparation of Kani during the Vishu festival of Kerala which falls in the month of April.

The bright yellow flowers of the Amaltas symbolize prosperity, purity, and auspiciousness. The tree’s presence near sacred sites is believed to bring blessings and positive energy.

In Buddhism, the Amaltas tree is associated with the Bodhi tree, under which Lord Buddha attained enlightenment. It symbolizes wisdom, enlightenment, and spiritual growth. In some Buddhist traditions, the Amaltas are planted near monasteries and meditation centres, signifying a connection to the path of spiritual awakening.

While we can offer the simplest of investment product to the most complex structures, we believe in offering need and goal based solutions. We understand you risk and return needs and tailor make asset allocation plans and then fit in the right mix of products to achieve your investment goals.

We build solutions rather than offer product or services. Solutions cater to both your short term and long term goals. They range from a simple buying an aspirational luxury watch or car to building firewalls to protect your wealth by creating trust structure and estate planning.

Today in the modern world, the demand is paperless execution. While lot of product proposition involves zero to negligible paper work, we will be exaggerating if we tell you all investment solutions have minimal paper work. But we at Amaltas, will be part of the simplest to the most complex set-ups making the on-boarding process and investment journey smooth.

At Amaltas, we place lot of emphasis on data and its filtration. We have tied up with multiple leading research platform who can give data cuts that will help the client view the Problem –In hand  in 3 Dimension. This data backed, empirical solution with qualitative factors and access to industry leading capital market personnel ( Fund managers) helps decipher the most complex of problems.

At Amaltas, we at the initial discussion itself decide with you, the frequency in which we will do the periodic reviews. Over the years, our experience says that, for the initial 3-6 months, the frequency of interactions and monitoring will be high but will attain a cruise mode with only once in a month to bi-monthly reviews.

At Amaltas, we will provide you with a username and password to track one’s portfolio & one’s family wealth across various asset classes in a single dashboard. 

Let’s start working together

Get in touch with us!

  • Corporate Address

    Amaltas Wealth, Regus Trade Centre, Chembur, Mumbai-400071
  • Speak to our Expert at

    +91 9833 35 6994
  • Mail us for General Enquires

    support@amaltaswealth.com

Have Any Questions?

    Let’s start working together

    Get in touch with us!

    • Corporate Address

      Amaltas Wealth, Regus Trade Centre, Chembur, Mumbai-400071
    • Speak to our Expert at

      +91 9833 35 6994
    • Mail us for General Enquires

      support@amaltaswealth.in

    Have Any Questions?

      TESTIMONIALS

      Hear from our clients.

      Our success is measured by yours. That’s why we go above and beyond to ensure your financial strategies are not only meeting but exceeding your expectations.
      Beyond Investment Services: Crafting Legacies
      Where Your Wealth Flourishes, Every Season
      Turning Financial Dreams into Reality
      Beyond Wealth, Towards Well-Being
      Elevate Your Wealth, Empower Your Future
      Where Financial Dreams Meet Strategic Streams
      Your Future, Finely Invested
      Strategize Today, Prosper Tomorrow

      AMFI Registered Mutual Fund Distributors (ARN-292528)