Core Regulated Investment Products
From disciplined retail SIPs to institutional HNI equity mandates and specialized alternative assets, True Investment Services provides transparent, regulated distribution backed by Certified Financial Planner (CFP) expertise.
Mutual Funds
Comprehensive range of Equity, Hybrid, Debt, Index, and Solution-Oriented Mutual Fund schemes.
- 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
Portfolio Management Services (PMS)
High-conviction stock portfolios managed by top institutional fund managers (Min. ₹50 Lakhs).
- Direct ownership of shares and securities in personal Demat account
- Concentrated 15-25 stock portfolios for targeted outperformance
- Discretionary & Non-Discretionary investment mandates
Alternative Investment Fund (AIF)
Access to sophisticated, SEBI-regulated Alternative Investment Funds (AIFs).
- Category I, II & III SEBI-regulated fund structures
- Statutory ₹1 Crore minimum ticket size per investor
- Strict accredited investor verification & suitability assessment
Specialised Investment Funds (SIF)
Differentiated investment strategies, institutional governance, and non-traditional alpha for experienced investors.
- AMFI & SEBI Regulated Distribution Framework
- Differentiated Investment Strategies & Uncorrelated Alpha
- Institutional Governance & Strict Risk Management
Institutional Rigor, Family Trust & Certified Expertise
Founded by Sanjay Tiwari (CFP), True Investment Services has served families and institutions across India since 2006. Today managing ₹200+ Crore across 1,500+ satisfied families, our approach prioritizes long-term goal clarity, transparent costs, and disciplined risk-adjusted returns.
AMFI & APMI Registered
ARN-281405 | APRN08615 valid and fully compliant.
₹200+ Cr AUM Trust
Proven track record managing wealth for 1,500+ investors.
Need Guidance on the Right Product Allocation?
Speak directly with our Certified Financial Planner (CFP) to structure an optimal asset allocation strategy across Mutual Funds, PMS, or SIF products matching your risk capacity.