Where Your Wealth Meets Wisdom: Navigate Your Financial Success Story
At the heart of Amaltas’ philosophy is a profound understanding of the personal nature of one’s investment needs. We recognize that each individual’s financial journey is unique, shaped by their life experiences, goals, and risk tolerance. This recognition forms the cornerstone of our approach to our investment services —an approach that places you, the client, at the center of every decision and strategy.
“You”, the centre of Universe for us.
We at Amaltas wish to partner with you in your wealth creation till perpetuity. We understand the importance of creating, growing, preserving and passing on wealth. With you at the centre of every discussion, we put lot of emphasis on hearing your needs and goals while taking into consideration your finance holistically, engage in a lot of to and fro dialogues, provide multiple solution basis understanding your risk and executing them timely with the least paper work possible.
In an era where there is a deluge of information, we wish to filter out the noise and give you only that which provide clarity to think what’s the optimal solution for your goals. Our 5 step process helps to understand you better irrespective of the walk of life that you are in namely:
We understand you by hearing you a lot.
Make a consultative plan.
Execute
the
plan.
Monitor and periodic
review
Timely
reports
access
We understand you by hearing you a lot.
Make a consultative plan.
Execute the plan.
Monitor and periodic review
Timely reports access
Cultivate Your Financial Growth with Precision Harvesting Success
You might be starting your career, having a desire to retire early, received an esop gain on listing, plan your retirement or succession planning, we are here to handhold you through thick and thin.
In this journey called Life, we place YOU to be the centre of our UNIVERSE.
Exploring the Significance Behind the Name 'Amaltas Wealth' and the Symbolism of the Amaltas Tree.
The name “Amaltas Wealth” draws its inspiration from the Amaltas tree, also referred to as the Indian laburnum, famous for its vibrant yellow blossoms. The Amaltas holds an esteemed position across several cultural and spiritual traditions, especially in India, where it stands as Kerala’s state flower. It is integral to the Vishu festival, marking a period of renewal and prosperity, representing prosperity, purity, and good fortune
At its core, “Amaltas Wealth” embodies not only the pursuit of financial success but also a comprehensive strategy towards managing wealth that intertwines financial advancement with wisdom, integrity in objectives, and the attainment of significant, long-lasting aims. The firm is dedicated to steering its clients towards fiscal wisdom, empowering them to make enlightened and judicious choices that pave the way for wealth and a rewarding life experience.
From Insight to Impact: Our Founder's Journey in Investment services
Mr Ayyappan H
Founder, Amaltas Wealth
- Mr Ayyappan has more than 2 decades of capital market experience working across reputed asset management and wealth management platforms.
- He has a unique blend of working in Asset management companies(AMC) and premier wealth management firms. He has worked with Asset management companies across MF, PMS and Alternates verticals. Over his work life in AMCs, he has worked in IDFC MF, ICICI Pru MF and JM Financial. While in IDFC he was associated with the mutual fund platform, in ICICI and JM he was heading their PMS and Alternate verticals.
- In Kotak Private, a premier wealth management firm,, he has worked with large families and their complex portfolios spread across various asset classes guiding them through their investment journey.
- Ayyappan’s dream is to build a wealth management franchisee on trust and where the client is in the forefront and wealth management is transparent where the value is attributed by more than the returns.