Let's start the conversation.
Every partnership we have began with a conversation. Yours will too.
It takes 45 minutes. It's confidential and unhurried. We'll understand what you're trying to build, and you'll see whether our way of working suits you.
It isn't a sales meeting. If we're not the right fit, we'll tell you.
Our office
IndiQube South Mile
South End Road,Vijayarangam Layout, Jayanagar,
Bengaluru 560 004, India
Jayanagar is one of the greenest corners of Bengaluru. Wide, tree-lined roads, old canopies overhead and quiet parks a short walk away. If you're visiting, come a little early and take a stroll.
Our office welcomes visitors by appointment only.
Open in Google MapsHow can Truffle Wealth help me manage my money?
We help you invest in mutual funds that fit your goals, your timelines and your comfort with risk. Then we stay with you. Quarterly check-ins, paperwork handled and a steady hand when markets fall. When something needs a CA or a lawyer, we introduce you to people we trust.
Are you a SEBI-registered investment adviser?
No. We're an AMFI-registered Mutual Fund Distributor (ARN 343815). We recommend mutual funds, help you invest in them and support you afterwards. We don't offer financial planning or advice on your whole financial life. If that's what you need, a SEBI-registered Investment Adviser is the right choice. We're happy to point you to one.
How are you different from DIY investing apps?
On a DIY app, every decision is yours alone. That suits some people well. With us, you get a long-term partner who helps you choose, keeps your portfolio tidy and talks it through when life or markets change. The trade-off is cost. We're paid through the regular plan's commission, which a direct plan on an app doesn't carry.
Do you hold my money?
No. Your money goes straight from your bank account to the fund house. Units are held in your name. We never handle your cash.
Do you take my financial goals into account?
Always. Every scheme we suggest is matched to a specific goal and timeline. A home in five years. A child's education. Retirement. Whatever matters to you.
What process do you follow?
Three steps. A 45-minute first conversation. A preliminary look at your current investments. Then, if we're both comfortable, a written proposal. After that, regular check-ins for as long as you're with us.
Will you be able to handhold me throughout my investing journey?
Yes. You get quarterly check-ins, direct access by message or call and someone who knows your file. It's the same small team, year after year.
Do you have an app or dashboard where I can see my investments?
Yes. You'll have access to our own platform as well as an iOS or Android app, where you can see all your mutual fund holdings in one place. You can also check your consolidated statement on MFCentral at any time.
Do you take a commission? How much is it?
Yes. You don't pay us a fee. We receive a trail commission from the fund house on regular plans. It's a small percentage of your invested value each year, and it varies by scheme and category. Before you invest, we show you exactly what we'll earn on each scheme we suggest. Every scheme also has a direct plan with a lower expense ratio. You're always free to choose it.
Will I be able to get my money out when I need it?
Yes. Money you may need soon goes into funds you can usually access within a working day or two. Long-term money sits separately. Some funds charge a fee if you withdraw early, or lock your money in for a set period. We'll flag those before you invest.
If I can't invest regularly, is it still okay for me to invest?
Absolutely. SIPs suit a steady salary. Lump sums suit irregular income. Many people use both.
Can I start small?
Yes. Many mutual funds accept SIPs from a few hundred rupees a month. What matters more is starting and staying.
When is a good time for me to start investing?
Usually, now. Staying invested tends to matter more than picking the perfect moment. The earlier you start, the longer compounding has to work.
What if I lose money? I'm not comfortable with risk. Can you still help?
Yes. Every mutual fund carries some risk, debt funds included. But risk comes in very different sizes. If market ups and downs cost you sleep, we lean toward steadier categories and match each rupee to when you'll need it. We'll always be honest about what each option can and can't do.