What you get for every rupee we earn

Transparency, Alignment, and Results

When you invest through Truffle Wealth, while we don’t charge you a single Rupee for our services, we get paid a small percentage of the investment value from the Asset Management Company. Indirectly though, you’re not just compensating us – you’re investing in a partnership where your growth directly benefits us.

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No Conflicts of Interest

Partnership You Can Trust

Regulatory Safeguards

No more conflicts of interest

We’re paid only when your money grows – our trail commissions rise with your portfolio’s success.
SEBI’s ban on upfront commissions ensures we focus on long-term value, not quick sales.

Example:

If your ₹5 crore portfolio grows to ₹7 crore, our commission increases – but so does your wealth. We win only when you do.

A partnership you can actually trust

Unlike distributors who chase high-commission products:

We personally invest in the assets we recommend
Our internal audits reject 3/5 potential funds for misaligned fees
96% client retention rate over 5 years proves our loyalty

Regulatory safeguards work in your favour

This includes:

SEBI TER Caps: Total expenses (including our commission) limited to 2.25% for equity funds
No B-30 City Abuse: We don’t exploit rural investor incentives banned in 2018
Full Trail Model: Ensures we’re motivated to keep your portfolio performing year after year

Client Story

“ Truffle Wealth moved us from 6 underperforming funds to 3 focused picks. Our returns improved by 4.2% annually – and their commission became our best investment. ”

Sahil

Vice President - Operations at an MNC

The problem with traditional mutual fund commissions

Most mutual fund distributors operate on conflicted incentives that hurt your returns:

Hidden agendas: Advisors and distributors pushing products that pay them higher commissions, not what’s best for you
Short-term thinking: Upfront commissions (now banned by SEBI) encouraged churning your portfolio
Opaque fees: Many investors are unsure of the value they get and hence unable to quantify it.

Why this beats “Fee-only” models

“But what if I go direct?” – the hidden costs

Ready to Partner with Professionals Who Grow When You Grow?

Next Steps

Portfolio Health Check: Get 3 actionable steps to improve returns within 90 days

Start Your Free Audit →

No jargon. No pressure. Just clear math showing how alignment creates better results.

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A family business preparing for handover

87% reduction in reporting time since switching to Prospect.

A family running a manufacturing business needed help passing the company to the next generation. They worried about figuring out what the business was worth, reducing taxes when transferring ownership, and making sure everyone in the family would be financially secure. We created a step-by-step plan that helped the business change hands smoothly, kept family relationships strong, preserved the company's value, and reduced their tax bill.

Family in the Manufacturing Sector