TruNeevesh LLP

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.

What is PMS and how is it different from mutual funds?

Portfolio Management Services (PMS) offers customized investment strategies for larger portfolios, while mutual funds are standardized and more accessible.

What is SIP ?

A Systematic Investment Plan (SIP) is a disciplined way to invest in mutual funds by contributing a fixed amount regularly, helping you build wealth over time through the power of compounding.

Do mutual funds put money only in shares?

No. Depending on the fund, they can also invest in bonds, gold, and other assets

I already invest , why do I need a financial plan?

A financial plan ensures your investments match your life goals, risk appetite, and future needs , not just market trends.

What is AIF and who can invest in it?

Alternative Investment Fund (AIF) is a privately pooled investment vehicle for high net worth investors looking for non traditional opportunities.

Is there a minimum investment required?

The minimum investment depends on the service or product. For example, mutual funds may start low, while PMS and AIFs usually have higher entry points.

How is client onboarding done at TruNeevesh?

We start by understanding your goals, completing your KYC and documentation, and then creating a personalized plan.

Can I invest in IPOs through TruNeevesh?

Yes, we assist clients in investing in equity IPO and guide you through the application and allocation process.

What is National Pension Scheme (NPS) ?

NPS is a government backed retirement savings scheme. We help clients open, manage and optimize their NPS accounts for long term planning.

How often will my portfolio be reviewed?

We conduct periodic reviews and offer ongoing rebalancing to keep your portfolio aligned with your goals and market conditions.

Can TruNeevesh help me diversify my investments?

Yes, we create diversified portfolios across equity, debt, alternative investments and retirement products to manage risk and improve returns.

FAQ's