Welcome to Truefin
A first-of-its-kind financial service marketplace
Providing products and services that ensure retirement readiness and financial independence through a unified platform: TrueFin
Mission
To become a retirement solutions platform of choice by offering end-to-end solutions and a diverse product range for our users.
Vision
100% retirement ready India - A self reliant India
Company History
Founded in 2023, TrueFin is a platform developed for digital access of all investment products to help achieve retirement readiness for our customers. TrueFin digital platform is designed to make investing simple, accessible, transparent, and completely paperless.
4/5th
Indians fear their savings will not last through retirement
99%
Population does not have professional services
Retirement Planning
TrueFin brings a one-stop shop for all your financial needs and relevant servicing assistance in the Pre-At-Post retirement life stages.
Our Values
Customer Centricity
Agility and Speed of execution
Trust and Transparency
People & Collaboration
Customer First & Digital First Platform
Our services are efficient based on
Customer First & Digital First Platform
Our services are efficient based on
complete control and speed
To our customers in the digital platform
transparency & trust
Between us and the customer
Zero Trust Security Model
Guaranteed 100% data security.
Team Overview
Our leadership team brings on board a diverse experience ranging from personal finance to healthcare along with managing new age technology platforms creating value for end customers.
Ritu Poddar
Partner
Namratha Dahiya
Partner
Beena Bindra
Partner
Krish Poddar
Product Manager
Manish Rahul
Senior Manager
Key Affiliations
AMFI: for Mutual Fund Distribution
HDFC Pension PFRDA for NPS Distribution
Razorpay
CAMS
MF Central
Awards and Recognitions
download the app
Connect with us
E-Mail - [email protected]
We are located at
TrueFin, #502 Civic Shopping Centre, M.M.G.S. Marg, Dastoorwadi, Dadar East, Mumbai - 400014
Join us on
Quick Links
connect with us
Content
Services
Mutual Fund distribution services are offered through AIDWELLCARE LLP. AMFI Registration No.: ARN -285232.
TrueFin (AIDWELLCARE LLP) works as Pension Agent under PFRDA (Point Of Presence) (Amendments) Regulations 2023, for distribution of National Pension System to all Citizen and Corporate NPS sectors with services like Account Opening, Funds Transactions and other NPS Account Management services.
Insurance distribution services are offered through Private Limited (Direct Broker for Life & General), Insurance Broker License No: , IRDA License Number: , Valid till 21/07/2027.
NPS/Mutual fund investments are subject to market risks and state of financial markets. Insurance is the subject matter of solicitation. Please read all scheme related documents carefully. Information/Product-Prices mentioned on the platform are as per information provided by the Insurers/AMC/Partners. Visitors/Members are hereby informed that their information submitted on the website/app may be shared with Insurers/AMCs/Partners as per our Privacy Policy.
©Copyright 2024 - TrueFin - All Rights Reserved