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TruValue-e-Portfolio




About Us

We are in mutual fund advisory since 2004.
We are leading professionals working actively to build wealth for our clients.

1) SIMPLE  SHAH

  • Founder of TruValue Investments.
  • She is M.Com / CPFA (Certified Personal Financial Advisor)
  • Actively participates in all Asset Management Company’s trainings and conferences , having regular touch with latest developments in mutual fund industry.
  • Is active member of “Wealth Creators” and  FIFA (Foundation of Independent Financial Advisors).
  • Passionate about art and culture .She has won many prizes at various level of competitions.

2) MANISH SHAH

  • Professionally qualified as Chartered Accountant (16th Rank all India) and Certified Financial Planner.
  • Passionately likes to study factsheets and financials of listed companies.
  • Regularly remains in touch with performance of mutual funds.
  • Occasionally writes in newspapers.
  • Trained more than 5000 people in stock market course by the name of “Equity  Mantra”
  • Actively involved in social and community services.

We have more than 800 clients including Individuals/Partnership firms/LLP/Trust as our leading clients in India and across the globe in different countries.
We work with all the AMC (Asset Management Companies) across the mutual fund industry.

OUR VALUES:
To provide customised financial plan as per the needs of our clients.
Our whole approach is investor centric.

OUR MISSION:
To identify the goals/dreams/ambitions of investors and built a financial plan to achieve it defined time frame.

OUR PHILOSOPY:
We believe and are firmly committed to our motto “YOU SHARE, WE CARE”
A happy smile on the face of our client is what drives us.

 

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