Plan your whole financial life before anyone sells you anything.
Trunivesh starts with your family, goals and risk comfort. Only then do we recommend investments, and we show you exactly why each one fits.
No cold calls. No commission-driven picks.
The Mehta family plan
SampleSix months of expenses kept in liquid and arbitrage funds. Built first, before any long-term investing starts.
Funded todayAdvice in the right order
Most platforms start with a product. We start with your life, and the product comes last.
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Understand you
A conversation about your family, income, obligations and what keeps you up at night. Bring your existing portfolio and we'll read it with you.
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Map your goals
Every goal gets a date, an amount and a priority. You see the full picture of where your money needs to go.
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Recommend with reasons
Mutual funds, bonds, PMS or AIFs, chosen only when they fit a goal. Every recommendation comes with its costs and the reason it's there.
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Review together
Life changes, so your plan does too. We check in every quarter and whenever something big happens.
What we will never do
Trust is earned through the things you don't do. These are written into how we work.
Hide what you pay
Every fee, expense ratio and exit load is shown up front, in rupees, before you invest.
Push a product for commission
Our advice doesn't change based on what pays us more. If a direct plan is better for you, that's what we suggest.
Rush your decisions
No "limited time" offers and no pressure calls. Take the plan home and think it over.
Share your data without asking
Your financial details stay with us. You decide what's connected and can disconnect anytime.
Built for families with more at stake
Trunivesh is for you if your money has grown faster than the time you have to manage it.
- Your investments are spread across several apps, advisors and banks, and you've lost the full picture.
- You're being offered PMS, AIFs and structured products and want an honest second opinion.
- You have big goals ahead, like a child's education abroad, a home or early retirement.
- You'd rather understand your plan than be told to trust it.
"For the first time, someone asked what we were saving for before telling us what to buy."
Questions
How does Trunivesh make money?
We charge a transparent advisory fee that you'll see before you sign up. Our pay doesn't depend on which products you choose.
Do I need to move my existing investments?
No. We start by reviewing what you already hold. Many families keep most of their portfolio and only adjust what doesn't fit their goals.
What can you help me invest in?
Mutual funds, bonds, PMS and AIFs, chosen based on your goals and risk comfort. We'll also tell you when the right answer is to do nothing.
When will Trunivesh launch?
We're onboarding a small group of early families first. Join the waitlist and we'll reach out when your spot opens.
Start with a plan, not a pitch
Join the waitlist for early access. We'll invite a small group of families each month.