Private Wealth Advisory for the
Discerning Investor
Discover what may be holding your portfolio back. Get expert insights into risk, diversification, tax efficiency, and long-term wealth optimization.
Book Your Consultation Now
SEBI
Regulated
ISO 27001
Certified
15+ Years
Of Experience
A Smarter Way To Grow And Protect Your Wealth
Personalized investment strategies, expert guidance, and a unified wealth experience designed around your financial goals.
Goal-Based Wealth Planning
We plan around your goals, lifestyle and aspirations.
Curated Investment Opportunities
Diversified, researched and aligned with your risk profile.
Dedicated Relationship Support
One expert. Every step of your financial journey.
This Is How Your Investment Journey Look Like in a Few Years
Building wealth through consistency, strategy, and trust
every step on the way.
Expertise You Can Trust
Our team brings valuable experience from India's leading banks, combining institutional expertise with a client-first approach to wealth management.
ICICI Bank
Axis Bank
YES BANKICICI BankAxis BankYES BANKICICI BankAxis BankYES BANKSEBI Registered Advisory
Trusted market research backed by SEBI-registered advisors, rigorous analysis, and over 15+ years of financial data expertise.
Five Steps to Financial Alignment
The path to professional wealth management is simpler than you think.
- 01
Connect
Book a free session with a dedicated advisor.
- 02
Share Goals
Tell us about your dreams.
- 03
Risk Profile
Understand your risk appetite.
- 04
Get Plan
Receive a personalized blueprint for your wealth.
- 05
Track
Monitor progress on your premium dashboard 24/7.
About Us
Trend Money is a SEBI Registered Investment Advisor (RIA) delivering personalized investment solutions tailored to every investor's financial goals and lifestyle. Through research-driven AI insights, transparent guidance, and technology-led experiences, we empower investors to make confident investment decisions and build long-term wealth.
Subham Kumar
CO-FOUNDER
Harshit Kumar
CO-FOUNDER
Every smart investor
starts with a question
Behind every strong portfolio is clarity. Here are the questions investors ask before they build wealth with confidence.
FAQs
Trend Money is a SEBI-registered investment advisory platform (INA000022181) offering personalized investment strategies, expert advisory and a unified portfolio experience across gold, silver, bonds and fixed deposits.
We help you plan around your goals with curated, research-backed investment opportunities, a dedicated relationship advisor and transparent tracking of your entire portfolio in one place.
Yes. We follow bank-grade security practices, and as a SEBI-registered advisor we operate under strict regulatory oversight with full transparency in our recommendations.
Our fee structure is shared transparently before you begin, with no hidden charges. Book a free consultation and your advisor will walk you through the plans that fit your needs.
Simply book a free consultation. You'll be connected with a dedicated advisor who will understand your goals and risk profile before recommending a personalized plan.
Yes. You get access to a premium dashboard where you can monitor your portfolio's progress 24/7, with regular reviews from your advisor.