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Lay the Groundwork Before You Build the Dream

Align your financial goals with a tailored roadmap

When Markets Zig , Make Sure You Can Zag

We help you navigate volatility with resilience, and protect your upside while limiting the downside

Making NRI Investments Seamless

Comprehensive financial strategies, tailored for NRI Investors

Pick Your Flavor from a Full Plate of Smart Investments

Mutual funds , PMS, AIF, NPS - we have them all

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Why Choose Us?

We're your financial allies, delivering personalized strategies with complete transparency, securing your future while fueling your ambitions. From growing your portfolio to helping you achieve your financial goals, we're with you every step of the way.

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About Us

Why TruNeevesh?

Every financial journey begins with more than just numbers, it begins with a dream. At TruNeevesh, we know that behind every portfolio lies a vision: a secure future, a better life for your family, a legacy worth building.

TruNeevesh was founded with a bold vision: to transform the way people approach wealth. We saw a world where financial advice often lacked clarity, personalization, and true investment-first thinking. That’s why we built a firm that puts investors at the center of everything.

With a focus on tailored strategies and innovative solutions, TruNeevesh is redefining the wealth journey empowering individuals, families, and institutions to achieve financial freedom with trust and transparency

Our approach is simple: understand your goals deeply, design around them intentionally, and always act in your best interest. In a world of constant change, we’re the steady hand helping you move forward with purpose.

This is what it means to Empower Your Wealth, and why, at TruNeevesh, your future isn’t just planned. It’s partnered.

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How We Work

Discuss Your Goals
Discuss Your Goals

At TruNeevesh, we start by understanding your financial goals, priorities and lifestyle, laying a strong foundation for your financial future.

Review Your Investments
Review Your Investments

We take a close look at your current portfolio to identify opportunities, gaps and potential risk.

Develop Your Wealth Plan
Develop Your Wealth Plan

Based on your goals and our expert analysis, we craft a tailored financial roadmap designed to grow your portfolio and keep you on track.

Implement And Monitor
Implement And Monitor

We put your plan into action and provide ongoing oversight, making adjustments as needed to account for market conditions and life’s changing priorities.

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We make cross-border investing simple, trustworthy and rewarding.

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Take advantage of online financial health checkups to assess your current financial situation.
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Determine risk tolerance and financial profile, customizing investments to suit your unique needs.
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Our Services

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Financial Planning
Your Life. Your Goals. Your Financial Map.

Let us help you take charge of your financial future - one smart decision at a time.

Whether you're planning for retirement ,your child's education or wealth creation, a strong financial plan is your greatest ally.

At TruNeevesh ,we help you build a customized roadmap to manage your income , grow your wealth and protect your future.

Types of Financial Planning Services:

Retirement Planning:

  • Helps you secure a steady income post-retirement.
  • Focuses on wealth preservation and sustainable growth.

Education Planning:

  • Ensures that your child’s education costs are met without financial strain.
  • Involves estimating future education expenses and setting up dedicated savings.

Investment Planning:

  • Assists in creating an investment portfolio based on your risk tolerance and objectives.
  • Includes strategies to maximize returns on savings over time.

Tax Planning:

  • Minimizes tax liability through effective tax-saving tools.
  • Utilizes legal deductions and exemptions for optimized savings.

Estate Planning:

  • Prepares for the transfer of assets to beneficiaries.
  • Ensures that your financial legacy is managed as per your wishes.

Key Features of Financial Planning Services:

  • Personalized Financial Roadmap: A customized plan based on your income, expenses, and life goals.
  • Risk Management and Asset Allocation: Balances investments across various assets to manage risk effectively.
  • Tax Efficiency: Uses tax-efficient strategies to increase net returns and minimize taxable income.
  • Continuous Monitoring: Regular reviews and updates of the financial plan to adjust for life changes or market trends.
  • Goal-Oriented Investments: Ensures that every investment is aligned with a specific personal or family goal.

Embarking on a financial planning journey is a powerful step toward achieving financial freedom. With expert guidance and a structured plan, you can navigate the complexities of finance and stay prepared for life's milestones. Start today to build a financially secure tomorrow.

Ready to Build Your Financial Future?

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Financial Risk Management
Protecting your Wealth from the Unexpected.

From market swings to life's curveballs, we tailor protection strategies that evolve with you

Financial Risk Management at TruNeevesh is a strategic, goal based approach to identify, assess and minimize risks that may impact your financial well being. We tailor solutions to your unique needs, addressing threats before they affect your portfolio. By managing risks proactively, TruNeevesh helps you stay focused on growth, stability and lasting success.

Types of Financial Risk Management

  • Market Risk Management: Analyzing market trends to identify potential risks that could affect investments.
  • Credit Risk Management: Assessing the creditworthiness of borrowers and counterparties to minimize defaults.
  • Operational Risk Management: Identifying and mitigating risks arising from internal processes, people, and systems.
  • Liquidity Risk Management: Ensuring sufficient cash flow to meet short-term obligations and avoid insolvency.
  • Regulatory Risk Management: Staying compliant with financial regulations to avoid penalties and reputational damage.

Features of Financial Risk Management

  • Risk Assessment Framework: Comprehensive analysis of potential risks tailored to your financial landscape.
  • Customized Risk Mitigation Strategies: Personalized strategies designed to reduce exposure to identified risks.
  • Ongoing Monitoring and Review: Continuous evaluation of risk factors to adapt strategies as necessary.
  • Expert Consultation: Access to experienced financial professionals who provide insights and recommendations.
  • Reporting and Transparency: Detailed reports on risk assessments and management strategies for informed decision-making.
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NRI Corner
Smart Investing, No Matter Where You Are.

TruNeevesh empowers NRIs to build and protect wealth in India through tailored, goal based planning.

At TruNeevesh, we recognize that Non-Resident Indians (NRIs) have unique financial goals and face distinct challenges when managing their wealth across borders. Our specialized NRI investment services are designed to offer tailored solutions that enable NRIs to grow, preserve and manage their assets effectively, while complying with all relevant regulations.

From mutual funds and fixed deposits to real estate and financial planning, our comprehensive suite of services empowers NRIs to invest wisely and plan confidently. With a deep understanding of global financial needs, TruNeevesh ensures your wealth works for you, wherever you are.

Types of NRI Services:

  • NRE Accounts: Non-Resident External (NRE) accounts allow NRIs to transfer foreign income to local currency, offering tax-free interest on deposits.
  • NRO Accounts: Non-Resident Ordinary (NRO) accounts are for managing income earned in India, with the interest earned being taxable.
  • FCNR Deposits: Foreign Currency Non-Resident (FCNR) deposits allow NRIs to invest in foreign currencies and earn interest without exchange rate risk.
  • Mutual Funds: NRIs can invest in various mutual funds, providing access to equity, debt, and hybrid funds with growth potential.

Key Features:

  • Tax Benefits: NRIs can enjoy tax exemptions on specific investment products like NRE accounts and certain mutual funds.
  • Repatriation: NRE accounts and FCNR deposits offer full repatriation of funds, providing flexibility to NRIs for transferring money abroad.
  • Diversification: NRIs can access a broad range of investment options including real estate, stocks, bonds, and mutual funds.
  • Expert Advice: We provide expert financial advice and guidance to help NRIs make informed investment decisions that align with their goals.

NRI investment services are designed to provide financial solutions tailored to the unique requirements of NRIs. Take control of your investments and grow your wealth with expert guidance.

The Smartest Way to Make NRI Investments :

  • Tailored Investment Portfolios : Get a personalized portfolio that matches your goals ,risk appetite, and NRI status.
  • Seamless Digital Onboarding : Invest in India from anywhere in the world with 100% digital onboarding - fast ,secure, and paperless.
  • Clear Investment Dashboard : Access a simplified ,real time view of your entire portfolio - anytime, anywhere.
  • Regular Monitoring and Smart Rebalancing : We keep a close eye on your investments and adjust them proactively to match market trends and personal goals.

Ready to grow your wealth? Contact us today for a personalized consultation.

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Foreign Investor Corner
Smart, Compliant, Cross Border Investing.

At TruNeevesh we offer expert guidance, seamless onboarding, and end-to-end support for global investors

TruNeevesh offers expert investment facilitation for NRIs, Overseas Citizens, and Foreign Institutional Investors. We ensure structured, compliant access to Indian markets with end-to-end support-from KYC and approvals to asset planning and repatriation.

Types of Foreign Investors

  • Non-Resident Individuals (NRIs) :Individuals holding citizenship or origin from the country but residing abroad.
  • Overseas Citizens (OCIs) and Persons of Origin (PIOs) :Individuals with ancestral ties who hold Overseas Citizenship status.
  • Foreign Portfolio Investors (FPIs) :Institutions registered with the regulatory authorities to invest in securities.
  • Foreign Direct Investors (FDIs) :Corporates or individuals looking for long-term business or strategic investment.

Key Features

  • Regulatory Compliance Assistance :Full support in documentation, registration (like PAN, KYC), and liaison with authorities to ensure compliance.
  • Diverse Investment Options :Access to a broad spectrum of products-equities, bonds, mutual funds, PMS, real estate, and more.
  • Currency Repatriation Support :Guidance on structuring investments for easy and legal repatriation of funds and returns.
  • Risk and Tax Planning :Assistance in building tax-efficient portfolios considering DTAA (Double Taxation Avoidance Agreement) benefits.
  • Dedicated Relationship Management :Personalized advisory and end-to-end support for onboarding, execution, and monitoring.

The Foreign Investor Corner is more than just an entry point-it's a complete ecosystem that empowers global investors to build and manage wealth in a structured and transparent manner. If you're a non-resident looking to invest, grow, and secure your financial future here, we're here to make the process seamless and secure.

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Wealth Check-Up
Uncover Gaps. Unlock Potential.

TruNeevesh offers in-depth wealth reviews to ensure your investments serve your life goals and evolving priorities

At TruNeevesh, our Wealth Check-Up is a smart review of your finances, covering assets, liabilities, insurance and investments. It helps identify gaps, align goals, and optimize your wealth strategy. Ideal for individuals, families or professionals seeking better financial clarity and control.

Types of Wealth Check-Ups

  • Basic Wealth Review : Suitable for individuals with limited assets or just starting their financial journey.
  • Comprehensive Financial Assessment : Covers all major components: income, expenses, assets, liabilities, insurance, and retirement goals.
  • Goal-Specific Review : Designed to review financial preparedness for specific goals like home buying, retirement, or child's education.
  • Risk and Insurance Audit : Evaluates current insurance coverage and overall risk exposure.

Key Features

  • 360° Financial Health Analysis : Thorough evaluation of income, assets, investments, liabilities, and risk factors.
  • Customized Recommendations : Insights tailored to your life goals, financial capacity, and future needs.
  • Goal Tracking and Gap Analysis : Identifies shortfalls in planning and suggests actionable steps for goal achievement.
  • Portfolio Diversification Review : Examines existing investments and suggests balance between growth, safety, and liquidity.
  • Tax Efficiency Check : Reviews your financial structure to improve tax savings within legal limits.
  • Periodic Monitoring Support : Offers options for quarterly or annual reviews to keep your finances on track.

A Wealth Check-up is not just about reviewing numbers-it's about ensuring your money is aligned with your life. Whether you're starting out or planning retirement, regular financial assessments can bring clarity and confidence to your decisions.

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Loans Against Securities
Why Sell? Borrow Against Your Wealth.

TruNeevesh helps you stay invested while unlocking the value of your portfolio

TruNeevesh offers Loans Against Securities (LAS), allowing you to access funds by pledging your shares or mutual fund units, without selling them. Ideal for short term needs, the loan is based on the current market value of your holdings.

Types of Securities Accepted

  • Shares : Listed equity shares held in a demat account.
  • Mutual Fund Units : Both equity and debt mutual fund units can be pledged.
  • Bonds and Debentures : Corporate bonds and non-convertible debentures accepted based on credit rating.
  • Insurance Policies (with surrender value) : Traditional life insurance policies with assured surrender value can be pledged.
  • Government Securities : Safe and secure instruments like SGBs or T-bills.

Key Features

  • No Need to Sell Investments : Continue earning dividends or returns while accessing liquidity.
  • Quick Disbursal Process : Minimal documentation with fast processing and online options.
  • Flexible Loan Limits : Loan amount is linked to the current market value of pledged assets.
  • Overdraft Facility : Option to withdraw as needed within the sanctioned limit and pay interest only on the used amount.
  • Continued Ownership of Assets : Securities remain in your name, ensuring ownership is retained.
  • Competitive Interest Rates : Lower rates compared to unsecured loans due to asset backing.

A Loan Against Securities is a smart way to meet urgent financial requirements without disturbing your investment strategy. Whether it's for business needs, education, travel, or emergencies—your portfolio can help you stay financially ready.

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Testimonials

Rekha
Rekha
Former Judge

After years in the judiciary, I wanted a financial team I could trust with both clarity and discretion. TruNeevesh aligned every investment with my retirement goals, risk profile, and peace of mind.

VP Singh
VP Singh
EdTech Entrepreneur

Having built institutions for over 20 years, I value structure and foresight. TruNeevesh delivered both — with clear strategies, smart asset allocation, and a long term wealth lens.

PC Mishra
PC Mishra
Former Sr. DM

Having worked in financial services myself, I was cautious about who manages my portfolio post-retirement. TruNeevesh impressed me with their transparency, discipline, and personal attention.

Nand Kishore
Nand Kishore
Builder & Businessman

In real estate, timing and trust are key and TruNeevesh delivered both. They helped me move beyond property with a clear, growth focused financial plan that truly works.

Nitin
Nitin
NRI | IT Professional

Being an NRI, I needed a team that understood Indian markets and my global outlook. TruNeevesh gave me clarity, confidence, and a smart roadmap tailored to my goals - even from miles away.

Dr. Indu
Dr. Indu
Healthcare Professional

As a doctor, my time is limited and financial decisions must be precise. TruNeevesh gave me clarity, structure, and a calm sense of control. Their process is thoughtful and thorough.

Pradeep
Pradeep
Former Chief Engineer

After retiring from a technical field, I wanted my finances managed with the same precision. TruNeevesh offered structure, genuine insight, and the kind of professionalism that’s hard to find today.

FAQs

What happens in wealth check-ups?
We review your current investments, identify gaps, and realign them with your evolving gaps and market changes.
How can I get started with TruNeevesh?
You can contact us via our website or book an expert call. We’ll help you get started with a personalized wealth strategy.
How is TruNeevesh different from other companies?
We offer tailored, goal based strategies, as one size does not fit all. Your success is our only agenda.
Can NRIs invest in mutual funds and stocks in India?
Yes, NRIs can invest in various products like mutual funds, stocks and NPS through proper banking and compliance channels.
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Contact Us

Contact us
Call Us: +919509035595
Email Us: info@truneevesh.com
Reach Us: S.N-3, Sector 7, Zone - 75, Shipra Path, Mansarover, 302020, Jaipur, Rajasthan

Rekha

Former Judge

After years in the judiciary, I wanted a financial team I could trust with both clarity and discretion. TruNeevesh aligned every investment with my retirement goals, risk profile, and peace of mind.

VP Singh

EdTech Entrepreneur

Having built institutions for over 20 years, I value structure and foresight. TruNeevesh delivered both — with clear strategies, smart asset allocation, and a long term wealth lens.

PC Mishra

Former Sr. DM

Having worked in financial services myself, I was cautious about who manages my portfolio post-retirement. TruNeevesh impressed me with their transparency, discipline, and personal attention.

Nand Kishore

Builder & Businessman

In real estate, timing and trust are key and TruNeevesh delivered both. They helped me move beyond property with a clear, growth focused financial plan that truly works.

Nitin

NRI | IT Professional

Being an NRI, I needed a team that understood Indian markets and my global outlook. TruNeevesh gave me clarity, confidence, and a smart roadmap tailored to my goals - even from miles away.

Dr. Indu

Healthcare Professional

As a doctor, my time is limited and financial decisions must be precise. TruNeevesh gave me clarity, structure, and a calm sense of control. Their process is thoughtful and thorough.

Pradeep

Former Chief Engineer

After retiring from a technical field, I wanted my finances managed with the same precision. TruNeevesh offered structure, genuine insight, and the kind of professionalism that’s hard to find today.

Contact Us

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TruNeevesh combines 35+ years of market insight with smart digital tools to simplify and scale your investments.

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Phone : +919509035595

Email : info@truneevesh.com

Head Office : S.N-3, Sector 7, Zone - 75, Shipra Path, Mansarover, 302020, Jaipur, Rajasthan

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