Portfolio & Fund Management
Disciplined asset allocation, active risk stewardship, and liquidity engineering to protect and compound multi-generational private wealth.
Balancing cash yield with asymmetric capital appreciation.
Too many wealth portfolios are heavily tilted toward either low-yielding traditional deposits or hyper-volatile listed equities. True portfolio resilience requires constructing an uncorrelated balance across private credit, structured debt, and strategic enterprise equity.
Altvest works with family offices and high-net-worth investors to construct customized asset allocation models. We design cash flow waterfalls that generate predictable, inflation-beating quarterly income while maintaining ring-fenced growth buckets to participate in India’s long-term economic expansion.
The Altvest Portfolio Allocation Model
Senior secured debt, asset-backed notes, and receivables syndicates generating 12%–15% IRR.
High-conviction equity allocations into mature SMEs and scaling technology businesses.
Short-term treasury, USD-denominated instruments, and gold-backed sovereign funds.
Active Portfolio Stewardship
Quarterly Covenant Surveillance
Continuous tracking of underlying borrower DSCR, inventory metrics, and escrow collections, ensuring timely detection and mitigation of credit deterioration.
Cash Waterfall & Reinvestment
Automated collection and distribution of interest coupons and principal repayments, with reinvestment matching into subsequent vetted tranches to eliminate cash drag.
Dynamic Rebalancing
Adjusting sector exposures in response to central bank rate cycles, inflation pressures, and regulatory shifts across the Indian and Middle Eastern economies.