Take control over your Financial Well Being with customised Financial Planning Services
Trupti Muraidhar
SEBI Regd. Investment Advisor -Regn No INA000014313
I help people grow their money to achieve financial goals with my services
Financial Planning
I work closely with the Client to understand and identify their goals that can be converted into an actionable plan.
Investment Management
The ideas and plans that we have jotted will be brought to lifeI help to guide you to take the first step to set things up.
Platform for Investments
The identifying goal is not enough, I help ease out the plan of execution to achieve your set goals.
Number of Complaints as per SEBI guidelines
| Month | Carried From Last Month | Received | Resolved | Pending |
|---|---|---|---|---|
|
2020-2021 |
0 |
0 |
0 |
0 |
|
2021-2022 |
0 |
0 |
0 |
0 |
|
2022-2023 |
0 |
0 |
0 |
0 |
|
2023-2024 |
0 |
0 |
0 |
0 |
|
Grand Total |
0 |
0 |
0 |
0 |
Financial Audit status as per SEBI guidlines
| Serial No. | Financial Year | Compliance Audit Status | Remarks, If any |
|---|---|---|---|
|
1 |
FY 2021-22 |
Conducted |
– |
|
2 |
FY 2022-23 |
Conducted |
– |
|
3 |
FY 2023-24 |
Conducted |
– |
I Am Here to Help!
If you are looking for your life's financial coach with whom you can open up your mind and get the best solutions you have been looking for. With 30 years of experience in helping many individuals and families to achieve financial independence, I have mastered the skills of leading you to your final destination.
SEBI Regd. Investment Adviser Regn. No INA000014313
Why Choose Me?
Passion & Commitment
Honesty & Openness
Seamless Operation
Practical Approach
Take a look at
My Partners
App
Partners
Testimonials
Mrs Firoza Kanga
During the past 17 years, we have had the good fortune to have as our Investment Adviser the capable knowledgeable and extremely versatile Ms Trupti Muralidhar. We have greatly benefitted by her advice and all-round services. Her systematic manner of managing our portfolio as well as her prompt response to all our requirements is commendable. We have no hesitation in strongly recommending her service as a first-class financial adviser.
Mrs Havovi Antia & Family
My association with Trupti and her team is nearly a 2 decade old strong one as it started long before her company was incorporated. We, Antia Family are extremely satisfied with the dynamic way of handling our finances. Our financial health has only grown from strength to strength and has helped us achieve financial stability. When Trupti is in charge of our finances we feel at ease.