Invest like the top 0.1%
Creating the next generation of millionaires through smart investing in Pre-IPO & Public markets.
We bring exclusive opportunities, once reserved for the ultra-wealthy, to our 1100+ invite-only member community 🚀
Discover and reserve access to rare, high growth-investing opportunities.
Review your Investments
Verify, analyse and optimise your existing mutual fund investments with truReview.
Review your mutual fund portfolio returns versus their benchmark.
Identify overexposure to specific themes, sectors and uncover rebalancing opportunities.
Get personalised, data-backed insights to generate higher returns.
Why do you need our help?
Over 83% of do-it-yourself investors fail to reach their financial goals. Our experts unlock higher returns, delivering value far exceeding the costs.
Compounding is a function of time. Suboptimal investing decisions delay your journey to financial freedom. Start early, make smarter decisions.
We identify emerging trends and ensure you leverage market opportunities, to deliver alpha in your portfolio.Â
We answer all your burning questions and deliver unbiased, high quality advice from day 1.
Investor A & B both invested a lump sum of INR 10 lacs. A worked with an expert, while B decided to self invest. 20 years on, A’s investment was higher by a whopping 71%! Think big picture, and the magic starts to happen.
*This graph is for illustration purposes only.
Hear from our community
Founder & CEO,
Summit Careers
I wanted to find a balance between completely outsourcing my investments to an advisor vs. jumping into the trenches myself to monitor markets regularly. With truwealth.club, I just aligned on the macro direction, and left the finer details to the experts.
Co-Founder,
Awshad Wellness
Tejas explained everything that I can expect in terms of getting onboarded at truwealth. We also discussed in detail how I can reach my financial goals whilst ensuring there is transparency along the way. It’s a custom approach specific to each individuals requirement and I highly appreciate that.
VP, Lightspeed India
Ex Google, CA
The truwealth team guided me through each step of creating my investment plan, making sure I was fully onboard with every decision. It was like cutting through all the noise out there about investing. The WhatsApp community is great and helps me stay up to date. Looking forward to the next truwealth.club event.
Got questions?
We got answers!
Join our invite-only investor WhatsApp community here.
Your first 1-on-1 call with us is free. Here, we understand / curate your goals and assess your readiness to achieve your goals. Â
If we are a good mutual fit, we will get the ball rolling and onboard you as an investor.
Learn more about our process here.
We were born to partner with you long term to help you create generational wealth through smart investing decisions. This requires an expert led active cum passive approach.
In do-it-yourself platforms, you decide where to invest among 1600+ mutual funds with no clarity on when to enter and exit your investments. The result is sub-optimal outcomes and loss of precious time on compounding.
We ensure you get personalised advice which is required to achieve your goals and aspirations.
We ensure your make the right decisions right away, stay disciplined and give you the required resources to make your relationship with money awesome.Â
Our fees are directly linked to your investments, so when they grow, we grow. We identify what’s right for you, and ensure you know ‘why’ through our 1on1 sessions.
Plus, when you’re rolling in ‘truwealth’ and tell your friends about us, who later tell theirs, that’s how we get to meet new folks. So, we want to do everything we can to help you create generational wealth.
Which often times means helping you across your personal finances like taxes and insurance, without any extra fees.
Anytime you’re scratching your head on how to save more, where to invest, how to improve your returns, how to save more taxes and more – just reach out to your designated truwealth expert.
Our mission is to be your financial partner long term, and have built multiple proprietary tools to help you make your money management easy and effective.
Yes, we have two financial coaching programs – 6 and 12 months to help you structure your finances across the right assets to maximise your returns, based on your personalised goals.
We will assess if either of these plans is a better fit for you in our first free call which you can book here.
When you invest with us, you directly invest in SEBI registered mutual funds, so your money is safe throughout the investment journey.Â
Our experts with decades of experience build winning investment strategies that help you create wealth, so we can grow together with you. We know what it takes to preserve and grow your hard earned money.
Mutual fund houses incur certain costs to manage your money and these are charged to you as fund management fees which are a small % of your total investments.
They share a portion of that with us. So we grow when your investments grow.
We don’t charge any separate advisory fees, to ensure we maintain complete standardisation in fees across customers.
No, we do not offer stock-specific tips. While we are strong believers in equity markets, we believe in a holistic approach to financial planning rather than focusing on individual stocks. This helps us ensure that our customers’ investments are managed responsibly and effectively.
If we see a fit in your portfolio, we will connect you with portfolio management experts who are specialists in direct stock investing on your behalf regulated by SEBI.
As your wealth advisors, we ensure you make the right investments directly with the mutual fund houses in your name and help you periodically rebalance your portfolio.
Anytime you want to withdraw or access your portfolio, ​you can do so across platforms or from mutual fund ​houses directly even if we are not around.
