Altera Advisory Private Limited  - Online Tax Return Filing Advisor in Margao, Margao

Altera Advisory Private Limited - Online Tax Return Filing Distributors

Member since Feb 11, 2018

About Me
We are Altera, a financial services company that works for you. Altera partners with you for your financial growth in a lifelong relationship based on trust and transparency. We walk the road with you. We believe that creating wealth should be a joyous experience, just as nurturing and raising your child. Altera brings to you contemporary, credible and researched advice backed by strong technology platforms and a support team that will go the distance to delight you. We make investing a paperless experience in line with the ‘Digital India’ initiative. Co-founded by Ameya Kamat and Praveer Kullu, they bring in a combined experience of 25 plus years in financial services and corporate management.
About Work Experience
After completing his Masters in Financial Analysis, Mr. Ameya Kamat (Founder & CEO of Altera) got his CFA designation from ICFAI University. Since then he has worked with various stock broking companies. He comes from an equity analysis background. He then started his own venture, Intelinvest, which was then later merged into Altera Advisory Private Limited, a company focused on wealth creation and management through Mutual Funds.
Experience & Qualification
Qualification
MFA
Experience as an Advisor
4 Years
Total work Experience
14 Years
Services and Advisory Offered
  • Mutual Fund

  • Insurance Brokers

  • Tax Consultancy

  • Online Tax Return Filing

Affiliations
    Not Specified
Awards & Recognition
    Not Specified
Address
Altera Advisory Private Limited

Reliance Plaza, Isidorio Baptista Road,
Opp. Lohia Maidan,
Margao,
Margao,
Goa, 403601

LICENSE

  Mutual Fund - ARN No. 122494 - Validity - 11-05-2020

  Insurance Brokers - BSL557281 - Validity - 04-03-2019

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