At Truffle Wealth, we believe that great partnerships begin with a meaningful conversation.
That’s why your first step with us is a confidential discovery conversation designed to explore whether our approach aligns with your financial vision.
This isn’t about making a sale but about making a connection. One rooted in trust, clarity, and shared values.
ClayWorks
743, Outer Ring Road 15th Cross, JP Nagar - 6th Phase Bangalore 560 078 India
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frequently asked questions
What new clients often think about
Clear answers, no fluff. We’ve designed Truffle Wealth to feel intuitive from day one — but here’s where we answer the most common questions with clarity and care.
How can Truffle Wealth help me manage my money?
Truffle Wealth helps you grow and protect your money by creating a personalised plan that matches your needs, helping you choose where to put your money, and making sure your plan stays on track as your life changes.
How are you different from others? What about Zerodha and Groww?
Unlike Zerodha and Groww where you make all decisions yourself, Truffle Wealth provides personal guidance from financial experts who create a plan just for you based on your unique needs and life goals.
Do you take my financial goals into account?
Absolutely. We build your money plan around what matters to you - whether that's buying a home, saving for education, retiring comfortably, or any other important life goals you have.
What process do you follow?
We start by getting to know you and your money goals, then create a custom plan for your situation. Once you're happy with the plan, we put it into action and regularly check in to make adjustments as your life changes.
Will you be able to handhold me throughout my investing journey?
Yes, we're with you every step of the way. We provide ongoing support with regular check-ins, review how your money is performing, and offer personalised advice as your situation changes.
Do you have an app/dashboard where I can see my investments?
Yes, we offer an easy-to-use dashboard where you can see all your money in one place, track how it's growing, and access important information whenever you need it.
Would you take a commission and how much would that be?
Yes, we do. We use a clear and honest pricing structure that we'll explain during our first meeting. Our fee is a tiny fraction of the value we bring to the table.
Will I be able to keep my liquidity?
Yes, we make sure you always have money available when you need it. We design your plan so you can access cash for emergencies and opportunities while still working toward your long-term goals.
If I can't invest regularly, is it still okay for me to invest?
Absolutely. We can create a plan that works with your income pattern, whether you can save monthly or only occasionally when you have extra money available.
Can I start small?
Yes, you can begin with whatever amount feels comfortable for you. We believe everyone deserves quality money guidance and can build a plan that works for your current situation.
When is it a good time for me to start investing?
The best time to start is now. No matter what's happening in the economy, starting earlier gives your money more time to grow. We focus on plans that work over many years, taking advantage of the way money builds upon itself over time.
What if I lose money? I don't have a risk appetite, can you still help?
Absolutely. For people concerned about losing money, we can create safer, more conservative approaches focused on protecting what you have while still working toward your goals. We'll match your plan to your comfort level with risk.
