Family reporting, planning and specialist coordination with client decisions retained.
Altmera Wealth offers financial planning, investment-product distribution and family-office coordination for Indian families. Its distinctive proposition is to organize the family beyond an individual portfolio: a shared roadmap, consolidated reporting across members and entities, documented decisions and coordination with legal, tax and other specialists.
The published operator is Altmera LLP, which identifies itself as an AMFI-registered mutual-fund distributor, ARN-332503. Its family-office page expressly says it is not a SEBI-registered investment adviser or portfolio manager, does not take discretionary control of assets, and does not provide legal or tax advice. The service should be assessed within those stated boundaries rather than treating the wealth-management label as an independent advisory licence.
The family roadmap records goals, timing, responsibilities and decisions over near- and longer-term periods. The process starts by identifying family members, residence, assets, entities and objectives; the family agrees an action plan before execution. Altmera then carries out work within its scope, coordinates specialist tasks and schedules reviews, with additional reviews after major life changes.
Reporting is described across mutual funds, global holdings, insurance and real assets held by individuals, HUFs, trusts and businesses. The company says its app lets each member see their own holdings and the family head see aggregate and member-level values, returns and daily changes; a detailed family analytics report is available on request. This is an advertised reporting capability, not an independent test of completeness, valuation or access controls across every asset source.
Governance support includes a family charter, regular meetings, an agreed decision process and involvement of the next generation. Succession work maps wills, nominations, trusts and business-succession arrangements together, identifies gaps and coordinates lawyers and chartered accountants who draft and file the documents. Philanthropy support similarly organizes intended beneficiaries, budgets, structures and next-generation participation with specialist legal and tax input.
The investment-planning page describes goal-, horizon- and risk-based allocation across equity, debt, Indian mutual funds and global markets, plus potential alternative investments. Specific products, underwriting, eligibility and liquidity still need their own documents. The firm's general diversification language does not establish that it operates an AIF, a discretionary PMS or an insurance underwriter.
The footer states a partnership with Vested Securities Inc. and Vested Finance Inc. for US-investing access, and a referral partnership with Choice Insurance Broking India Private Limited, whose disclosed IRDAI licence is 167. These are named partner arrangements rather than Altmera's own US-brokerage or insurance-broking licences. Confirm the actual account counterparty, custody, currency conversion, reporting and partner charges before using either route.
The website presents Bangalore, India as its location and names Tajender Pal Singh and Rohit Prakash as Partners. It does not establish a verified legal incorporation date, audited AUM, client-family count, workforce total or a separately licensed UAE operation. Access to overseas partner products does not itself establish a separately licensed overseas Altmera entity.
The site uses strong client-first language, including assertions of transparent costs, no hidden incentives and no conflicts. Those are company positioning statements. The operative family-office explanation also says the business distributes mutual funds and partner products. Ask for a written account of fees, product and referral remuneration, and how recommendations and specialist introductions are remunerated instead of assuming all activities are fee-only or conflict-free.
Tajender Pal Singh and Rohit Prakash are the two Partners named on the current About page, with individual professional links. Tajender's professional history also reports a current Altmera Partner role from November 2025. The public team list supports these specific responsibilities without establishing a larger adviser team, a regulated discretionary role or a newly dated corporate appointment.
The strongest fit is a family with several members, entities or countries of residence, or a transition such as a business sale, retirement or succession. The firm explicitly says complexity matters more than scale, but does not publish a universal service minimum. Its offer can also fill a defined gap in an existing family office, such as reporting, follow-ups, mutual-fund execution or coordination for NRI family members.
This is useful where a family needs someone to keep responsibilities, information and specialist work aligned while retaining its own decisions. A buyer seeking a discretionary investment manager, independent regulated securities advice, trusteeship or in-house legal and tax opinions should separately appoint the appropriately authorized provider. The company itself draws those limits.
Before relying on the family report, agree which holdings and entities are covered, how outside assets are imported, valuation frequency, manual adjustments and who can access each member's data. Before delegating coordination, specify who approves transactions, who drafts and files legal documents, and how specialist fees and outstanding tasks are reported. The public pages do not establish a universal data-feed list, audit opinion, security certification or service-resolution guarantee.
The published contact is hello@altmera.in and +91 90044 62712, with contact hours Monday–Friday, 9:30 am–5:30 pm IST. The listed location is Bangalore, India; a full street address was not established in the reviewed pages. A consultation form is available, and the family-office page says the introductory conversation has no fee or obligation.
A free first conversation is not a published price for ongoing planning, reporting or family-office coordination. No standard retainer, account-size minimum, asset-based charge or complete commission schedule was established. Obtain the actual service agreement, product-distribution and partner remuneration, specialist fees, app charges if any, termination terms and any transaction or foreign-exchange costs before comparing an all-in price.
The site links Android and iOS versions of the Altmera app and advertises portfolio tracking, SIP initiation and US-investing access. Availability of the links is not proof that each function was independently tested or that all family assets can be transacted through one app. Likewise, the homepage's general “no lock-ins” language should not be applied to the liquidity or exit charges of every underlying investment.
What does Altmera's family-office service include?
A family roadmap, consolidated reporting, governance meetings, succession coordination and specialist follow-up. The family retains decisions, while licensed professionals perform legal, tax and other work outside Altmera's stated remit.
Is Altmera a registered investment adviser or discretionary portfolio manager?
Its own family-office disclosure says no. Altmera LLP identifies itself as an AMFI-registered mutual-fund distributor and financial-planning firm, ARN-332503; that does not confer an investment-adviser or PMS licence.
Can it work with an existing family office?
Yes. The published offer includes filling specific reporting, execution or coordination gaps and working with the family's current advisers, rather than automatically replacing them.
What does the family head see in the app?
The company says the head sees family-wide and member-level values, returns and daily changes while members see their own holdings. Confirm consent, permissions, coverage and valuation methods before relying on the report.
How much does it cost to start?
The introductory conversation is advertised as free and without obligation. Ongoing fees, remuneration and product or partner charges require a written quote; no universal minimum or complete public tariff was established.
Company offer, contact hours and partner disclosures; partners and company positioning; family-office process, app scope and explicit service limitations; investment-planning scope.
Strengths. Clear family complexity/governance/coordination use case; Useful explicit operator and service-authority limits; Named partners, public professional links and specific advertised app views.
Watch-outs. Ongoing fees/commission terms and universal minimum not published; Reporting coverage, feed completeness and permissions not independently tested; Client-first/no-conflict language is company positioning, not independent certification; No full street address, audited AUM/client count or wider legal permissions established.
Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi-Family Office (MFO).
Families and existing office teams needing a shared wealth roadmap, member/entity reporting, governance and specialist coordination. Retain family approvals and independent licensed securities, legal, tax or trusteeship appointments where needed.
hello@altmera.in; +91 90044 62712. Published location Bangalore, India; full street address not established. Contact hours Monday–Friday, 9:30 am–5:30 pm IST. Free/no-obligation introductory conversation and consultation form; no guaranteed resolution SLA.
Discover family members/residence/assets/entities/objectives; agree roadmap/actions/owners before execution, then deliver/coordinate and review. No guaranteed timeline.
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