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Our Process

Unlike conventional money managers, our goal is to be your mentor and guide for everything personal finance. We use our proprietary tools to help you build a financial plan that best fits your goals. We leverage our deep domain expertise and unlock value across four personal finance pillars that truly matter:

Investments

Expenses

Taxation

Insurance

Our experts partner with you long term so you create generational wealth.

Why are we building truwealth?

While big data and AI have opened new avenues, we firmly believe in the unmatched value of expert-led advisory. After speaking to several hundred of you over the last few years, we learnt that given the nature of dynamic markets and constantly evolving individual financial needs, a personalised investment offering that helps you generate alpha by timely leveraging market opportunities was what was missing.

Further, the current personal finance advisory ecosystem is unorganised and fraught with mis-selling. That’s why we created truwealth, where you work with experts who curate unbiased investment strategies which are ‘true for your goals’ and help you create ‘wealth’. We’re truwealth, come join the club 🙂

How it works ?

How it works?

1

Free Introductory Call (30 mins)

  • 🙎🏼‍♂️ Meet your dedicated expert
  • 🎯 Share your financial goals and investing habits
  • 💵 Get actionable personal finance insights for you
  • 💵 Get answers to your most burning finance questions
For active investors: Submit your portfolio via MF Central to get a detailed expert review of your investments in the next call

2

Investment Strategy & Execution Call (60 mins)

  • 🙎🚩 Understand gaps in your investment portfolio
  • 💵 Arrive at your personalised asset allocation (equity, debt, other)
  • ⚖️ Re-balance existing MF investments
  • ⏳ Align on new fund investments
  • 🏷 Understand execution and pricing
  • ‍♀️ Get answers to all queries on the investment plan
Get started: Execute your MF investment plan completely online through the detailed steps shared post your call

3

Post Execution Sync-up (30 mins)

  • 📉 Get onboarded onto MF platform for real-time tracking of all investments
  • 👩🏻‍💼 Align on quarterly discussion plan for periodic fund rebalancing
  • 📅 Fix and schedule next catchup
  • 📰 Get access to our monthly market outlook newsletter
Let your money do the work now! Stay up-to-date with our market outlook monthly and reach out to your TW expert for any questions that arise in-between calls.