Simplified investing for those seeking financial freedom.

Meet the team that invests in exactly what we recommend to you – no hidden agendas.
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Trusted by families to protect and grow their wealth
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Investment growth
₹200 Crores
2020
2022
2024
2026
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personalised
Proactive Protection
Real Results
working overtime
solving equation
making progress
clear communication
Financial partners
boutique firm
aligning team
sending invoices
resolving conflicts
Long-term focus
We Invest With You
Generational Stewardship
We Invest With You
surfacing info
generating summary
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“Truffle consolidated my global holdings and re-aligned them for India’s growth story.”
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Investment growth
₹200 Crores
2020
2022
2024
2026
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retired indian man
“Truffle consolidated my global holdings and re-aligned them for India’s growth story.”
Smiling Indian man in a white kurta, seated indoors with a phone in hand, sunlight casting soft shadows through a window
happy indian couple in their thirties
Investment growth
₹200 Crores
2020
2022
2024
2026
retired indian woman, gently smiling
personalised
Proactive Protection
Real Results
working overtime
solving equation
making progress
clear communication
Financial partners
boutique firm
aligning team
sending invoices
resolving conflicts
Long-term focus
We Invest With You
Generational Stewardship
We Invest With You
surfacing info
generating summary
young indian business man in a dark blue blazer
graph of the stock market prices
portrait of a retired indian man
“Truffle consolidated my global holdings and re-aligned them for India’s growth story.”
portrait of a young indian business womanPortrait of a smiling Indian family of four indoors, with parents standing close together, their older son in front, and their younger child being held by the father. All dressed in light-colored clothing
Investment growth
₹200 Crores
2020
2022
2024
2026
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retried indian man
“Truffle consolidated my global holdings and re-aligned them for India’s growth story.”
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Why most wealth managers let you down
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They sell what pays them most.
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They make things needlessly complex.
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They recommend investments they wouldn’t touch themselves.
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Credibility Gap
72% of wealthy families don’t trust their advisor’s recommendations
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Unclear Fees
65% of investors don’t know what they’re getting for the fees they pay
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Skewed Results
50% of wealth managers benchmark returns against unsuitable indices, masking under-performance
Discover How We’re Different →
Read More
Read More
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From frustrated investors to trusted partners
We conceptualised Truffle Wealth in 2020 after watching friends and family receive poor advice—and experiencing it ourselves.
Our simple idea: only recommend assets we are willing to buy personally.
Today we manage several crores for individuals and families who appreciate straight talk about money.
year
2020
Started with conviction, managing our own assets first
year
2021
Developed proprietary “ Skin in the Game” philosophy
year
2022
Added strategic legal & tax partners
year
2023
Rolled out services for business owners & corporates
year
2024
Expanded to cross-border solutions for NRIs
year
2025
Designing next-gen financial literacy program
year
2026
Implementing enhanced digital client experience
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The Truffle Difference
Radical Transparency
We show you which investments are great, which are not, and why.
Fiduciary First, Always
Legally and morally bound to prioritise your interests at all times.
Aligned Wealth Assurance
We hold identical or similar positions in our own portfolios.
portrait of a indian man sitting at his work deskCEO of Truffle Wealth, an Indian man in glasses and a green checked shirt, smiling while working on a laptop in a modern office with bookshelves and a city view in the background
leadership team
"We built the firm we wanted to hire"
Rohan Chandrashekhar
chief Wealth custodian
  • Over 10+ years of hands-on 'value investing' experience
  • Featured in leading global and Indian publications — The Wall Street Journal, Economic Times, Live Mint, Huffington Post, etc.
  • Studied Engineering at Purdue University & Finance at IIM Ahmedabad
  • Personal portfolio built on diversified conviction — domestic & international stocks, mutual funds (equity & debt), gold ETFs, provident fund, national pension system, and comprehensive risk protection through term life & health insurance
Read more
Read more
Founder Spotlight
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Began saving at 24, and investing at 28
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Capital markets investor with multiple income streams
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Passionate about helping people retire early – and wealthy
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Inspires a healthy, respectful relationship with money
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“ Truffle consolidated my global holdings and re-aligned them for India’s growth story. ”

- Senior NRI Executive
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“ Talked me out of 3 ‘hot’ investments my old advisor pushed – immensely grateful! ”

- SaaS Startup Founder
“Finally, partners who treat my goals like their own”
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“ They untangled our messy investments with a clarity we never got elsewhere. ”

- Business Owner
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“ We couldn't be happier with the results we achieved. "

- Fortune 500 Executive
98% of Clients Recommend Truffle Wealth
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“There is simply no substitute
for Prospect.”
CEO of Truffle Wealth, an Indian man in glasses and a green checked shirt, smiling while working on a laptop in a modern office with bookshelves and a city view in the background
“We’ve replaced three other tools with Prospect.”
100% Real Reviews
CEO of Truffle Wealth, an Indian man in glasses and a green checked shirt, smiling while working on a laptop in a modern office with bookshelves and a city view in the background
“Prospect has changed our business.”
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“We couldn't be happier with the results from Prospect.”
97% Recommend
Real results you can see
Strategy
10-Year Outcome
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Conservative
₹1 crore → ₹2.89 crore
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Balanced
₹1 crore → ₹3.74 crore
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Aggressive
₹1 crore → ₹5.21 crore
96%
of families stay with us for 5+ years.
We believe wealth is a long-term journey, and enduring relationships are the strongest proof of trust.
80%
of new clients come through word-of-mouth.
The greatest compliment we receive is when clients choose to introduce us to the people who matter most to them.
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“Switching to Truffle was easy.”
They guided me step by step and took care of the details, so I could settle in without any stress.
‍- CMO at a Fintech Co.
Our Values
We believe your wealth should be managed with honesty, care, and responsibility — just as we do for our own families.
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Proactive Protection
Quarterly check-ins keep your portfolio aligned with goals.
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Generational Stewardship
83% of clients involve spouses & children in money talks.
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We Invest With You
If we wouldn’t buy it, we won’t recommend it.
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Long-Term Focus
No fad chasing; wealth built for decades.
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Always Accessible
Direct access to senior professionals, no call-centre maze.
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Clear Communication
Plain language, tough love, zero jargon.

Ready to work with professionals who walk the talk?

Limited to 15 New Client Partnerships this quarter. Get started today.
Schedule Your Consultation →
Schedule Your Consultation →
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A business owner who sold their company
3x improvement in forecast accuracy within the first quarter.
After selling their retail business, this person needed to transform their money from being all tied up in one company to being spread across different investments that could provide regular income. We helped create a balanced mix of investments designed to both grow their money over time and provide steady income for their needs.
Former Business Owner in the Retail Sector
Simplified investing for those seeking financial freedom.
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The information contained on this website is for informational purposes only and should not be construed as investment advice, financial planning, or a solicitation to buy or sell securities. Investments in securities are subject to market risks, including the possible loss of principal. Past performance does not guarantee future returns. Clients are advised to carefully consider their investment objectives, risk tolerance, and financial situation before acting on any information provided herein. Truffle Wealth, its employees, or affiliates shall not be held liable for any direct or indirect loss arising from the use of this information. By accessing this website, you acknowledge and agree to our Terms of Use and Privacy Policy.