15+

Years in Finance

AMFI Registered · NISM Certified

Meet Your Advisor

Wealth Advice, Built on Trust.

I started Altius Investments because I saw too many families making financial decisions based on hearsay. My mission is simple — bring clarity to your money and let your money work as hard as you do.

CM

Chinmay Mehta

Founder & Chief Advisor, Altius Investments

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Our Origin Story

Why I started Altius

Traditional advisors focus on commissions, not outcomes. I watched families get sold insurance they didn't need, locked into plans that didn't match their goals.

Each day, Altius Investments is a promise — that we will always put our clients first, through bull markets, crashes, and everything in between. Because wealth isn't about numbers. It's about options.

It's about sleeping soundly knowing your family is protected, your children's futures are funded, and your retirement is secure.

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Our Track Record

Three Market Cycles, One Consistent Approach

Markets will always be unpredictable. What isn't, is how your advisor responds.

2016

Demonetisation & Market Volatility

What clients felt

Fear, confusion, panic selling. Many investors exited at a loss.

What we did

Helped clients stay the course. Those who held through demonetisation recovered fully within 6 months and went on to capture the 2017 bull run.

2020

COVID-19 — The Fastest Crash in History

What clients felt

Markets fell 38% in 30 days. Panic was everywhere.

What we did

We guided clients to add, not exit. By December 2020, avg. client portfolios were up +47% from March lows.

2022

Global Inflation & Rate Hike Cycle

What clients felt

Debt funds underperformed. Equities volatile. Uncertainty everywhere.

What we did

Pre-positioned clients into floating rate and short-duration funds. Goal timelines remained intact for 100% of our clients.

Verified. Regulated. Trusted.

Credentials & Trust Signals

Certified, regulated, and committed to doing right by every family we serve.

🏛️

AMFI Registered

ARN-116636

🔒

IRDAI Licensed

Insurance Advisor

🎓

NISM Certified

Series V-A & VIII

📅

10+ Years

In Wealth Advisory

👨‍👩‍👧

10,000+ Families

Advised & Counting

ARN Certified

MF Distributor

How We Operate

What we are not

Trust starts with honesty. We believe every client deserves to know exactly how we work, how we earn, and who we work for. Transparency isn't a policy — it's how we sleep at night.

We are not a bank

We don't sell products from a catalogue. Every recommendation is tailored to your unique financial situation, goals, and risk profile.

We earn commissions — and we disclose them

Yes, we earn from the products we recommend. We disclose this upfront at onboarding and only recommend what truly benefits you.

No hidden incentives

No internal targets, no fund-house quotas. We are measured solely by your financial outcomes.

Veteran Blueprint

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Let's build your financial plan together.

A 30-minute call. No obligation. Just clarity.