CEO & Co-Founder

Apurva Mehta

Co 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

Experience & Activities

Have experience of Multi Family office Wealth Management, dealing with Different Asset Class including Late Stage Private equity, Startups, Debt Syndication – both Institutional and Structured

Started Journey in 1998 as Credit officer with Surat People’s Bank, and completed his Post Graduate Diploma in Banking with South Gujarat University.. Also completed his CAIIB Degree and Joined ICICI Bank in 2003 with Wealth Team as Wealth Manager for South Gujarat

Worked with MNC  ABN AMRO  Bank as Van Gogh Private Banking RM from 2005 managing Wealth Business and Trade forex for key Diamond clients,

Manages family offices across South Gujarat, and Mumbai .. Also Offshore Clients from US, Dubai and Europe

Specialising in Risk Management and Investor Behaviour Management , with understanding of Sector Play in  Capital Markets and Interest Rate Cycle