Research fragments
Notes sit in email, spreadsheets and individual memory. When the analyst who built the case is unavailable, the evidence and assumptions are hard to reconstruct.
For family offices
Investment monitoring for family offices that run lean.
Altys helps an Indian family office keep direct-equity and mutual-fund research current without building a large internal desk. Every holding gets a living thesis, company-specific guideposts, cited evidence and alerts when the facts change.
Direct equitiesMutual fundsFamily-level contextSource-linked alerts
The operating problem
More information does not create continuous attention.
A family office rarely has an information shortage. The harder problem is keeping a concentrated set of direct holdings current while also reviewing funds, managers and family-level exposures.
Monitoring becomes calendar-driven
Holdings get revisited at quarter-end or after a sharp price move, rather than when a filing, guidance revision or ownership change alters the facts.
Portfolio context disappears
A strong company update can still increase an existing sector, factor or family-level concentration. Company research and portfolio exposure need to meet in one workflow.
The Altys workflow
Research, decision and monitoring on one evidence trail.
Altys turns monitoring into a repeatable operating loop. The system watches; the family office decides.
01
Define the case
Record the original thesis, the business drivers, management commitments, valuation assumptions and the evidence that would falsify the view.
02
Choose guideposts
Select the small set of company-specific KPIs, guidance bands, ownership signals and forensic thresholds that actually matter for each holding.
03
Monitor continuously
New filings, results, concalls, shareholding patterns and relevant macro changes are attached to the right company and checked against those guideposts.
04
Review in context
See the change alongside position size, sector and factor exposure, related funds and the original decision record before acting.
05
Remember what happened
Keep the forecast, decision, outcome and lesson together so the office builds institutional memory rather than another folder of static reports.
What the system adds
Infrastructure around the analyst, not a black box above them.
Altys is not a family accounting ledger. It is the research and monitoring layer for the listed-equity and mutual-fund decisions inside the family office.
One company boardFinancials, valuation history, cash quality, ownership, factors, filings, concalls and guidance on one canvas.
Direct equity plus fundsResearch company holdings and mutual funds without separating the family book into disconnected tools.
Cited researchEvery important claim and figure links to the public document and date behind it.
Firm-specific monitoringCreate alerts around the office’s own thesis, not a generic market-news feed.
Questions, answered
What teams usually ask before a pilot.
What should family office investment monitoring software cover?
For a family office with direct listed-equity exposure, monitoring should connect company filings, results, concalls, guidance, ownership, valuation and portfolio concentration. It should preserve the original thesis and show which new facts require a closer review.
Is Altys a multi-asset accounting platform?
No. Altys is focused on research and monitoring for Indian listed equities and mutual funds. It complements, rather than replaces, custody, accounting, tax and consolidated wealth-reporting systems.
Can a family office monitor its own investment rules?
Yes. Altys is designed around firm-specific guideposts and workflows, including KPI thresholds, guidance changes, forensic flags, ownership changes and portfolio exposures.
Does Altys provide investment advice?
No. Altys is financial data, analytics and research-workflow software. It is not a SEBI-registered Research Analyst or Investment Adviser and does not tell a family office what to buy or sell.
Private preview
Research once. Let Altys keep watching what changes.
Bring a real company universe and a real monitoring problem. We will show how Altys can connect the data, research workflow and alerts around the way your team already invests.