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Directory of Advisors

Type of Firm Practice or Concentration
Multi-Family Offices Trust Company with Comprehensive Services
* Indicates International Advisor
Altamount Capital Management Pvt. Ltd.  *
Address:  Amerchand Mansion B-Wing
  Second Floor, 16 Madam Cama Road
  Mumbai 
  India
Primary Contact:  Ms. Richa Saxena Karpe
Phone:  (+91) 22 61433600
Fax:  (+91) 22 61433660
E-mail:  richa.karpe@altamountcapital.com
Website:  www.altamountcapital.com
Products and Services
  • Real Estate - Residential (Non U.S. - Emerging)
  • Real Estate - Commercial (Non U.S. - Emerging)
  • Structured Products, Commodities, and Futures - Structured Transactions (Non U.S. - Emerging)
  • Investment Consulting & Planning - Asset Allocation
  • Investment Consulting & Planning - Investment Policy Statement Development
  • Investment Consulting & Planning - Manager Search, Selection, & Evaluation
  • Investment Consulting & Planning - Portfolio Performance Monitoring
  • Financial, Tax & Estate Planning - Wealth Transfer Planning
  • Software - Asset Allocation
  • Software - Portfolio Management
  • Software - Portfolio Monitoring
  • Software - Financial Planning/Budgeting
  • About Us

    Altamount Capital Management is the first of its kind in India, offering Multi Family Office services, comparable to international standards, combined with Private Investment Opportunities, to its network of ultra wealthy families.

    We combine the personal service and dedication of a trusted family advisor with the standards and expertise of an institutional investment firm. We give you solutions backed by proven technology, best practices and business process implementation based on the highest international standards.

    We have no allegiance with any business house or financial institution. This independence allows us to source investments and opportunities that meet our clients' needs without placing artificial restrictions on that search.

    The combined experience and skill sets of our team along with access to investment opportunities at an early stage through the network of families provide a unique professional platform that is the first of its kind in India.

    Our Service Platform

    A. Multi Family Office Services:

    1. Investment Management - Investment Philosophy Design and Asset Allocation, Investment Manager Selection and Review, Investment Advisory, Portfolio Performance Monitoring, Review and Rebalancing.
    2. Legacy Planning - Assist you in setting up a Trust, Succession / Estate Planning, Help in Will writing.
    3. Family Corporate Governance - Corporate governance for family owned businesses, Family charters, Investment committees, Training / Seminars for clients and the younger generations .
    4. Philanthropy Services - Help articulate your philanthropic needs, Set up charitable trusts and funds that best reflect your concerns about society, Advice on the structure of the organization, defining the aims and objectives and focus areas of the Trust, Guidance on reporting structures and best practices that can be implemented.
    5. Other Services - Offshore Banking, Global Investments, Art Advisory, Real Estate Service, Offshore Concierge Service.

    B. Private Investment Opportunities Services:
    Direct Private Equity, Direct Real Estate, Cross – Border Opportunities, Financing, Monetizing Single Stock Positions.

    Our unique Multi Family Office platform enables ‘pooling’ of resources across like minded clients to take advantage of certain opportunities.

    C. Special Situations:
    Provide strategic guidance and/or ‘high-touch’ operational management support, Leadership, managerial, project management, regulatory, financial constraints, etc.

    State of the art consolidated reporting and confidentiality program with vendors and advisors.