Founders, CEOs, CFOs, CAs & Directors with ₹50 Lakh+ invested - if your returns are just "market-level" - Read this!

Every Large Portfolio Has One Big Leak. In 15 Minutes, We'll Find Yours And Show You How To Close It.

A 1:1 Portfolio Snapshot Call with Vikas Agrawal - who leads a team managing ₹950 Crore. He names the single biggest leak in your portfolio and shows you exactly how to close it. No fee. No obligation. Nothing to buy.

Not a webinar. Not a junior RM. 1:1 with Vikas himself - only 10 calls a week. 4 slots left.

Who Is This For?

✓ This call is for you if:

You're a Founder, CEO, CFO, CA, Director or MD - a builder, not a trader.

You have ₹50 Lakh+ across MF, PMS, AIF, stocks, FDs or property.

Your returns are roughly whatever the market did - and you wonder what you're paying for.

You have no time to research it properly yourself.

✕ This is NOT for you if:

You want stock tips or trading calls. Altport doesn't do them.

You want a promised return. Nobody can promise one - legally or honestly.

Your investable surplus is under ₹50 Lakh.

You're happy with your advisor and your returns - then you don't need this.

Manufacturing founder in Ahmedabad. CFO in Bangalore. CA in Delhi NCR. Director in Mumbai. ₹50 Lakh+ invested, no independent way to audit it - this call was built for you.

Only 10 calls a week, taken personally by Vikas. 4 slots left this week.

The Problem

Why Is Your Portfolio Quietly Leaking?

You're not financially illiterate - you read a P&L faster than most people read a menu. The problem: no one with zero stake in your decisions has ever reviewed your portfolio.

Here's what's really costing you:

Benchmarked Against Nothing

"Returns theek hain" is a feeling, not a measurement. Fund by fund, you've never seen your portfolio measured against its benchmark.

Invisible Charges

Expense ratios, embedded commissions, bundled products. Each looks negligible. Together they're annual, silent, and compounding in the wrong direction.

Sold For Someone Else's Benefit

The ULIP call. Insurance dressed as investment. You weren't naive - the recommendation just wasn't made for you.

Small Gaps Don't Stay Small

A modest annual gap nobody notices becomes a very large gap in your final corpus over 10-15 years. It compounds - in the wrong direction - every year.

No Neutral Party To Ask

The real problem under all the others. You don't lack knowledge - you lack one honest second opinion from someone who doesn't earn from your answer.

You don't need another product pitch. You need institutional research applied to what you already own - by a firm that is never paid by you. That's exactly what 15 minutes with Altport gives you. Free - because the client never pays. Ever.

10 calls per week. 4 slots left. Book before this week closes.

The Call

What Happens In This 15-Minute Snapshot Call?

A structured 1:1 diagnostic with Vikas. 15 minutes. Zero fluff. All action.

Rapid Portfolio Snapshot

You tell him what you hold and what you're getting. He maps it against the right benchmarks - fund by fund.

Your One Big Leak, Named

Wrong fund category, a hidden charge, or a conflicted product. Vikas names which one is yours - specifically.

The Fix + Next Step

Exactly how the leak gets closed. If the full CAP Framework fits you, it's offered - also free. If not, he tells you honestly.

You'll walk out knowing your single biggest leak and exactly how to close it - whether or not you ever speak to Altport again.

Call value ₹2,999 + ₹4,498 in research bonuses · You pay ₹0

Free bonuses with every call: HNI Mistakes Report · Alternative Investment Map 2026 · 30-Day WhatsApp Research Access.

Proof

Trusted By India's Serious Investors

Founders, CFOs and CAs - the same three leaks found and closed, over and over.

Individual experiences, shared with written consent. Not indicative of future results. No return is assured.

Only 10 calls a week. 4 slots remaining.

The Strategist

Meet Vikas Agrawal

The HNI Wealth Strategist - thinks like a wealth manager, operates like your family CFO, and charges you nothing.

"My firm is paid by fund houses, not by you. I only do well when your portfolio does. That one fact changes every conversation we'll ever have."

He has seen what every HNI goes through:

❌ A bank RM pushing whatever carries this quarter's target

❌ Insurance dressed up as investment

❌ A PMS/AIF held for years with no clean benchmark comparison

❌ A CA who honestly says: "main tax expert hun, investment nahi"

❌A few invisible percentage points quietly shrinking the final corpus

₹950 Cr

AUM Managed

6 Years

Advisory Track Record

The insight that changed everything:

Every advisor in an HNI's life earns from the product they recommend. Remove that - zero client fees, institutional research, full execution team - and for the first time, the advice can actually be unbiased.

The Partnership

How The Altport Partnership Works:

Discussed on the call, by invitation, for ₹50 Lakh+ portfolios. Nothing is sold on this page.

STEP 1 - 360° PORTFOLIO AUDIT

· Every fund, every return, every charge - examined and laid out in one place.

Result: You see what you actually own and what it actually costs, most likely for the first time. Many HNIs discover charges they had no idea they were carrying annually.

STEP 2 - GOAL MAPPING

· When you need the money, how much, and what for: retirement, children's education, property, legacy.

Result: Allocation finally has something to be correct against. This is the step most advisory relationships skip entirely, which is why their allocation is arbitrary.

STEP 3 - OPTIMAL ALLOCATION

DESIGN

· Institutional research applied to decide where your capital actually belongs across equity, debt, AIF, SIF and unlisted.

Result: The same allocation process used across ₹950 Crore of AUM, applied to your portfolio specifically.

STEP 4 - FUND SELECTION - UNBIASED, DATA-DRIVEN

· Selection driven by research and consistency of performance against benchmark, not by what pays the distributor.

Result: Recommendations you can interrogate, with reasoning you can check. This is what the zero-fee model exists to make possible.

STEP 5 - SEAMLESS EXECUTION - OPS MANAGER ASSIGNED

· A dedicated Relationship Manager and Operations Manager handle everything from KYC to transaction completion.

Result: You approve; Altport executes.

STEP 6 - ONGOING TRACKING & PROACTIVE REVIEWS

· Quarterly portfolio reviews, market alerts, rebalancing - initiated by Altport, not by you.

Result: You never chase your advisor again. They come to you.

And what it costs you: nothing. No advisory fee. No subscription. Altport earns from fund houses - you keep every rupee working for you.

The partnership is a conversation for after the snapshot - once you've seen your leak.

Straight Answers