Grow Your Wealth with the Right Mutual Funds
As an AMFI Registered Mutual Fund Distributor (ARN-281405), True Investment Services helps individuals and families invest in mutual funds with clarity and discipline — selecting schemes aligned to your goals, horizon, and risk comfort.
We explain every option in simple terms, maintain conflict-free transparency, and stay with you through periodic portfolio reviews and rebalancing.
SIP & Lumpsum Investing
Start a monthly SIP to build wealth gradually through rupee-cost averaging, or deploy available surplus capital strategically across equity, debt, and hybrid funds to balance growth and stability.
Goal-Based Scheme Selection
Every rupee you invest should have a clear purpose — retirement, child education, or long-term wealth creation.
- Retirement, child education & home purchase goal mapping
- Diversified across Large Cap, Mid Cap, Flexi Cap & Debt schemes
- Zero direct investor fees — regulated trail commission model
- Paperless digital e-KYC, automated bank mandates, and CAS tracking
Key Strategies & Asset Classes
Equity Mutual Funds
Large Cap, Mid Cap, Small Cap, Flexi Cap, and Thematic funds designed for long-term capital appreciation (5+ years).
Hybrid & Balanced Advantage Funds
Dynamically allocate between equity and debt to capture upside while shielding against severe market downturns.
Debt & Liquid Schemes
Low-volatility fixed income funds for capital preservation, emergency funds, and short-to-medium term liquidity.
Tax-Saving ELSS Schemes
Equity Linked Savings Schemes with the shortest 3-year lock-in period and tax deductions under Section 80C.
Our Solutions & Your Benefits
From your initial consultation to ongoing portfolio tracking, our investment approach is built around your individual financial goals.
Disciplined SIPs
Regular monthly investing that harnesses mathematical compounding to build substantial long-term wealth.
Ongoing Reviews
Periodic reviews by CFP Sanjay Tiwari to keep your asset allocation on track across market cycles.
Goal-Based Planning
Portfolios customized to your tangible life milestones, horizon, and risk comfort.
Transparent Distribution
Honest, conflict-free guidance with 100% AMFI statutory commission disclosure.
How We Work With You
A transparent, disciplined roadmap — understanding your needs completely before recommending any financial product.
Understand your financial goals, priorities, time horizon, and risk comfort
Recommend suitable mutual fund schemes and strategies in simple, clear terms
Assist with paperless digital e-KYC, bank verification, and automated mandate setup
Review your portfolio periodically and stay available for ongoing support
Frequently Asked Questions
Quick answers about Mutual Funds.
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future returns. True Investment Services (AMFI ARN-281405).