Apurva Mehta
Why Choose Us?
At ATLIS, we take pride in our family office-driven approach to wealth management, offering personalized services designed to meet the unique needs of each client. Here’s why you should choose us :
- Family Office-Driven Approach
- Handholding Through Market Volatility
- Wealth Generation Through Compounding
- Deep Understanding of Business Cycles
- Thematic Investment Approach
- Customized Services for Family Offices and Businesses
Our Vision
At ATLIS, our vision is to become a premier multifamily office wealth management company, fostering lasting relationships through a customer-centric approach. We aim to connect entire families, providing a full suite of tailored wealth management services. Over the next three years, we strive to grow our AUM to ₹2000 Cr, expanding from 17 families and 107 happy clients to 50 families and 1000 satisfied clients—all while maintaining 100% customer satisfaction.
Our Mission
At ATLIS, we are dedicated to delivering exceptional wealth management solutions through a customer-centric approach. Our mission encompasses the following principles:
- Tailored Solutions: We strive to offer customized, agnostic products and services that cater to the unique needs of families and corporations.
- Conflict of Interest Mitigation: We prioritize transparency and integrity by focusing on risk-adjusted returns, ensuring that our clients' interests come first.
- Comprehensive Risk Profiling: Our wealth management services begin with a thorough risk assessment to understand our clients' risk tolerance.
- Strategic Asset Allocation: We construct diversified investment strategies based on informed asset allocation to optimize wealth growth.
- Investment Policy Statement (IPS): We prioritize the creation of an IPS that aligns with our clients' financial goals and risk profiles.
- Ongoing Portfolio Reviews: We continuously monitor and review our clients' portfolios to ensure alignment with their objectives and market conditions.
Facts For Choosing Us
Get Advice From Experts
Apurva Mehta
CEO & Co-FounderCo founder of Altis financial Partners, has an enriched experience of Wealth Management and Private Banking of more than two decades, He has been managing assets of more than 1200 plus cr, Has been Sr Partner with Trustplutus Wealth Managers since 2012 taking Operating from Surat
Mamta Mehta
Co-FounderShe transitioned into wealth distribution two years ago, under the mentorship of co-partner Apurva Mehta, and she has continued to grow her expertise in wealth management.
Ansh Kapadia
Relationship ManagerAnsh leads the firm’s Marketing and Sales efforts. He develops marketing strategies, branding, oversees digital marketing and sales, and manages fintech solutions.
Katyayni Naik
Service ExecutiveKatyayni specializes in providing comprehensive client support in mutual fund investments at Altis Financial Partners.
Shyam Garg
Experience in fundamental research and analysis of listed/unlisted companies.
Apurva Mehta
CEO & Co-FounderCo founder of Altis financial Partners, has an enriched experience of Wealth Management and Private Banking of more than two decades, He has been managing assets of more than 1200 plus cr, Has been Sr Partner with Trustplutus Wealth Managers since 2012 taking Operating from Surat
Mamta Mehta
Co-FounderShe transitioned into wealth distribution two years ago, under the mentorship of co-partner Apurva Mehta, and she has continued to grow her expertise in wealth management.
Ansh Kapadia
Relationship ManagerAnsh leads the firm’s Marketing and Sales efforts. He develops marketing strategies, branding, oversees digital marketing and sales, and manages fintech solutions.
Katyayni Naik
Service ExecutiveKatyayni specializes in providing comprehensive client support in mutual fund investments at Altis Financial Partners.
Shyam Garg
Experience in fundamental research and analysis of listed/unlisted companies.