Client is first
Our decisions are guided by keeping the interest of clients above any other consideration. We believe that when a client is satisfied, we are on the right path of growth.
After realizing that the capital markets are a good medium to create & preserve wealth to achieve life goals, the dream to set up our own private wealth management firm was born in the college itself. Being good with numbers, logical thinking and with an innate desire to help people to live better lives further strengthened and shaped the idea.
While working on jobs in the corporate world, we realized that conflict-free personalized investment advisory is the future and decided to quit our jobs to start Truemind Capital in 2014. With this venture, our passion to combine investment insights with technology to make unbiased & customized financial advisory accessible to High-Net-Worth Individuals (HNWI) and Ultra HNWI clients (which was earlier available to only big institutions and large family offices) became a reality.
Over the last 10 years, we have offered customized solutions to our clients that match the specialized needs and concerns they encounter due to possessing significant wealth. Be it managing generational wealth or succession planning, charitable efforts or retirement planning, we have guided our clients in the best way possible. Our honest endeavours have helped us in building long standing relationships with not only our clients but their families as well!
See more about our Founders from here
Over the last 10 years, we have offered customized solutions to our clients that match the specialized needs and concerns they encounter due to possessing significant wealth. Be it managing generational wealth or succession planning, charitable efforts or retirement planning, we have guided our clients in the best way possible. Our honest endeavours have helped us in building long standing relationships with not only our clients but their families as well!
When we started our journey in 2014, it was based on some ethos and vision for servicing the clients.
We are writing them below for you as a promise to continue to follow them forever:
Our decisions are guided by keeping the interest of clients above any other consideration. We believe that when a client is satisfied, we are on the right path of growth.
Our endeavor is to continue to streamline operations, enhance technology and add knowledge in order to keep improving client's experience with our services.
We believe knowledge grows through sharing. We write blogs and educate our clients to promote investment awareness, helping them better understand our philosophy.
We approach every decision with careful consideration to ensure fair and ethical treatment of our clients, employees, and vendors, fostering trust and long-term relationships.
We began with a well-defined investment philosophy centered on value investing, refining it over time to serve as the guiding principle for all our investment decisions.
Our aim, at Truemind Capital, is to deliver an end-to-end investment management
experience for our clients. Our endeavour is to provide customized solutions to each client
that maximize the post-tax returns (net of all expenses).
