Our principles, our process, and what our clients say about us.
We don't chase returns. We engineer the framework that makes returns inevitable — asset sizing, risk layering, and rebalancing discipline that compounds over decades.
We work with a limited number of clients. No assembly line. Every portfolio gets the attention of a dedicated relationship manager who knows your goals, your risk, and your life stage.
We don't follow the herd into trending themes. Every fund and PMS strategy earns its place through rigorous data — rolling returns, drawdown behaviour, and risk-adjusted consistency.
We don't push high-commission products. Our shelf is curated by research, not incentive structures. If a product doesn't serve you, it doesn't exist for us.
Every portfolio decision factors in post-tax outcomes — ELSS timing, indexation windows, LTCG harvesting, and SWP structures that protect what you've built.
Quarterly reviews with full performance attribution. No black boxes. You see exactly where your capital sits, why it's there, and what the plan is for every market scenario.
Four steps to turn an unstructured portfolio into a disciplined, high-conviction machine.
A 30-minute consultation to understand your financial goals, existing portfolio, risk appetite, and investment timeline. No obligations, no jargon — just an honest conversation.
We map your risk profile using proprietary assessment tools and design a customised asset allocation strategy — across equity, debt, and alternative instruments.
Based on the approved strategy, we select optimal funds, PMS schemes, and products. Digital onboarding and e-KYC make the entire setup seamless and paperless.
Continuous monitoring, quarterly reviews, and tactical rebalancing ensure your portfolio stays aligned with your goals through every market cycle.
Hear from HNIs who chose conviction over convenience.
"Moved my entire portfolio from a bank relationship to True Funnel three years ago. The difference in advice quality and returns has been night and day. They genuinely care about my financial goals."
"As a doctor with no time to track markets, I needed someone I could trust. True Funnel set up my retirement plan, kids' education fund, and emergency allocation — all in one meeting."
"The PMS recommendations from True Funnel outperformed my own stock picks by a wide margin. Their quarterly reviews are thorough, transparent, and incredibly insightful."
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document carefully before investing. Past performance is not indicative of future returns. True Funnel is a mutual fund distributor registered with AMFI (ARN-360113) and APMI (APRN09086). PMS and AIF investments carry higher risk and are suitable only for informed investors with a higher risk appetite. The information on this website is for general informational purposes only and should not be construed as investment advice. Please consult a qualified professional before making any investment decisions.