Straight answers about Truffle Wealth.

Truffle Wealth is a boutique investment services firm in Bengaluru, India. It is an AMFI-registered Mutual Fund Distributor with ARN 343815, valid until 17 October 2027. Truffle Wealth helps individuals and families invest in mutual funds, then supports them with quarterly check-ins.

Rohan Chandrashekhar founded Truffle Wealth. He is an alumnus of Purdue University and IIM Ahmedabad. He holds the NISM Series V-A certification required for an AMFI Registration Number.

No. Truffle Wealth is an AMFI-registered Mutual Fund Distributor, not a SEBI-registered Investment Adviser. It recommends mutual fund schemes and helps clients invest and stay invested. It does not offer financial planning or holistic investment advice. For those services, investors should consult a SEBI-registered Investment Adviser.

Clients do not pay Truffle Wealth a fee. Fund houses pay Truffle Wealth a trail commission on the regular plans that clients invest in. The commission is a small yearly percentage of the invested value and comes out of the scheme's expense ratio. Truffle Wealth shows the rate for each scheme before a client invests.

Every Indian mutual fund scheme offers a regular plan and a direct plan. A regular plan is bought through a distributor, and its expense ratio includes the distributor's commission. A direct plan is bought straight from the fund house. It has a lower expense ratio and comes with no distributor support.

The first conversation with Truffle Wealth is complimentary and lasts 45 minutes. Clients pay no fee at any stage. Investments are made through regular plans, so Truffle Wealth's commission is part of each scheme's expense ratio. Many mutual funds accept SIPs from a few hundred rupees a month.

Truffle Wealth works with individuals and families across India and overseas. Its main client groups are tech professionals and self-employed doctors, founders and consultants. It also works with returning NRIs, women investors and retired families. The firm takes on up to 15 new partnerships each quarter.

Truffle Wealth's office is at IndiQube South Mile, South End Road, Vijayarangam Layout, Jayanagar, Bengaluru 560 004. Office visits are by appointment only. First conversations can also take place by video for clients elsewhere in India or abroad.

WealthOS is Truffle Wealth's framework for organising a family's money. It has two pillars, Clarity and Execution. Its first three parts are the Life Compass, Money Map and Three Buckets. The other three are the Yearly Rhythm, Honesty Layer and Handover File. WealthOS organises conversations and a mutual fund portfolio. It is not a financial plan.

Go to AMFI's Locate a Mutual Fund Distributor tool at amfiindia.com/locate-distributor and search for ARN 343815. The result shows the registered name, ARN status and validity. Truffle Wealth's ARN is valid until 17 October 2027.