25+ cr
Assets Under Management
12+
Trusted Clients
25+
Global Reach
15+
Years in Financial Services
Our Commitment
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.
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.
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.
We recognize that while 80% of investing is about managing investor behavior, the remaining 20%—the intellectual edge—creates real Alpha.
Portfolio construction
Portfolio construction matters more than mere scheme selection.
Buy & Forget
Buy & Forget is a failed strategy- active, dynamic investing is the way forward.
Portfolio tracking
Portfolio tracking is not a task, but an art—and we’ve mastered it.
Risk Management
Risk Management is more important than Investment Management. Our founder is credited for prediction the Franklin Templeton Crises in India.
Media Coverage
Client’s Feedback For Services
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tech of pleasure of the moment Dislike
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