- We are authorised business partner of Motilal Oswal financial services and registered AP in NSE (AP0297593644 ) and BSE exchanges (AP01044601168651)
- AMFI registered mutual fund distributor (ARN-316727) in compliance with SEBI's regulations.
25+ YEARS OF EXPERTISE IN INDIAN & GLOBAL MARKETS
- Client-Centric Approach: We analyse the entire market to recommend the best products tailored to your goals, independent of AMCs or brokers.
- Active Management: We adapt to changing market conditions, ensuring your portfolio is rebalanced at the right time with the right strategies.
- Global Coverage & Transparent Fees: 150 markets, 34 countries & 27 currencies. Enjoy competitive fees without hidden charges when you choose Trudy INV.
a quick overview of our wealth management services:
- Investment Advisory – Personalised portfolio strategies based on your goals and risk profile. Stocks, Mutual funds, Pre-IPO, PMS, AIF, Unlisted shares, IAP, Govt / Corporate bonds and fixed income instruments.
- Financial Planning – Comprehensive planning for retirement, education, insurance, and more.
- Any Loans - Housing Loan, Loan against securities, Business loan, Education loan, Personal Loan and Working capital
- Insurance solutions with Investment benefits - Annuity , Term insurance, Unit Linked Insurance Plans (ULIPs), Endowment Plans, Money-Back Policies, Child Investment Plans and Retirement Plans
- Wealth Structuring – Legal and efficient structures for asset protection and growth.
- Estate Planning – Guidance on succession, wills, and asset transfer.
- Global Investments – Access to international markets via regulated channels.
- Alternative Assets – Curated opportunities in private equity, real estate, and hedge funds.
- NRI Services – Specialised solutions for Non-Resident Indians to manage Indian and global assets via Gift city.
- Tax Optimisation – Structuring investments to help minimise tax liabilities.
CERTIFICATIONS AND LICENSES
OUR Bangalore office
Contact Us :
TRUDYINV SERVICES LLP
Raheja Towers, MG Road, Craig Park Layout, Ashok Nagar, Bangalore, Karnataka 560001, India
Email : uday@trudyinv.com IND : +91- 9606634623 / 9591989126
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disclaimer
Content provided for information purpose only and is not be construed as investment or tax advice. You should always take professional advice before making any investment decisions.
NOTE : TrudyINV Services DONOT collect any client funds. All your investments will be setup in a well established custodian or broker account only.