2,500+ cr
Assets Under Management
1200+
Trusted Clients
25+
Countries Clients
15+
Years in Financial Services
Kirtan Shah — Founder & Chief Executive Officer, Truvanta
At Truvanta, we believe that wealth creation is not just about returns—it is about responsibility, discipline, and alignment with life goals. Over the last 15+ years in the financial services industry, one insight has stayed constant: investing is more about temperament than timing. The real alpha is generated not by chasing trends or predicting the next market high, but by patiently building portfolios rooted in first principles, powered by rigorous research, and monitored with precision.
We do not see ourselves as wealth managers alone—we are custodians of trust. Our role is to simplify the complex, bring clarity in chaos, and walk every step with our clients as they pursue financial freedom. Whether you’re an entrepreneur, a salaried professional, an NRI, or a family office—our focus is not just to manage wealth, but to preserve legacy and enhance peace of mind.
Truvanta stands for “Truthful Progress.” In a world overwhelmed by noise and speculation, we offer clarity, conviction, and consistency. The future belongs to those who plan wisely, act prudently, and stay resilient through market cycles. And that is exactly the journey we promise to navigate with you—thoughtfully and truthfully.
Intellect
We recognize that while 80% of investing is about managing investor behavior, the remaining 20%—the intellectual edge—creates real Alpha.
- Portfolio construction matters more than mere scheme selection.
- Buy & Forget is a failed strategy- active, dynamic investing is the way forward.
- Portfolio tracking is not a task, but an art—and we’ve mastered it.
- Risk Management is more important than Investment Management. Our founder is credited for Predicting the Franklin Templeton Crises in India.
Integrity
At Truvanta, integrity is not just a principle—it is our foundation.
- Client First Approach: Every decision is aligned with the client’s best interest.
- No Sales Targets: Our team is never driven by product-pushing incentives.
- Skin in the Game: We recommend only those investments in which we ourselves have conviction and stake.
Our Strong Leadership
Wealth Management
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Porfolio analysis and goal planning
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Risk Profiling & Suitability
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Easy Onboarding & Execution
Insurance Planning
- Health Insurance
- Life & Term Insurance
- General Insurance Solutions
Tax Planning
Tax Planning
Strategic Tax Optimization
Investment-Wide Strategies
Estate Planning
- Succession Planning
- Will & Trust Advisory
- Legacy Structuring
Welcome to Truvanta Wealth
Your Trusted Partner in Wealth Management
At Truvanta Wealth, we specialise in providing personalised, goal-driven wealth management solutions tailored to your unique financial journey. Our mission is to help you preserve, grow, and protect your wealth through strategic planning, disciplined investment management, and transparent suggestion .
With a team of experienced professionals, we combine deep market expertise with a client-first approach to ensure your financial aspirations are achieved with confidence. Whether you are planning for retirement, growing your investments, or safeguarding your family’s future, we are here to guide you every step of the way.
Connect with us
Please complete the inquiry form with your particulars, and our team will respond within 48hours.
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Frequently Asked Questions
Our services are best suited for individuals and families looking for long-term, research-backed financial guidance with a focus on transparency, accountability, and wealth preservation.
Please refer to the “What We Offer” section above for our full suite of offerings.
We do not offer intra-day or speculative calls, crypto-related advisory.
Yes, we actively serve a large base of Non-Resident Indians across the globe.
Yes, we provide access to global investment platforms and instruments tailored to your profile and goals.
We focus on long-term, research-backed investing with full transparency and accountability.
Minimums vary by service. Please contact us to learn more.
Through clear reporting, cost disclosures, and regular reviews.
Yes, we support clients around the world with the necessary infrastructure in place.
Reach out via our contact page or book a consultation to begin.