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
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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
One fee. Paid once.Zero cuts from your profits.
flat, for the whole year
That's it — for portfolios below ₹5 Cr. Above ₹5 Cr, it's just 0.25% of assets under advice. Charged once, at joining. Whether your portfolio grows 10% or 30%, our fee never grows with it.
Pay once, done for the year
One fee at joining. No quarterly deductions quietly leaving your account.
Your profits stay yours
A great year for your portfolio costs you nothing extra. 100% of gains stay with you.
Gets cheaper as you grow
At ₹2 Cr our fee is 0.5% of your portfolio. At ₹8 Cr it's 0.25%. The bigger you get, the smaller our slice.
every profitable quarter
Each quarter your portfolio makes money, a slice of those gains goes to the manager. Many PMS add a fixed % of AUM on top. The better your year, the bigger their cut.
You pay for volatility
Charged on a good quarter — with no refund when the next quarter gives those gains back.
Fees compound against you
Every rupee paid in profit share is a rupee that stops compounding for your future.
Grows with your wealth
The more you make, the more you pay — in absolute rupees, forever.
Fee Saving Calculator
What one 12% year costs you under each model.
Illustration only, not a guarantee of returns. Assumes quarterly returns of +6%, 0%, −8% and +15% (≈12% for the year) and a PMS charging 10% of quarterly profits above a high-water mark. Actual PMS fee structures vary; many also charge a fixed management fee, which would widen this gap further.
How it works
Invested amount: ₹2 Cr · flat ₹1L advisory fee charged once at joining
| Quarter | Returns | Portfolio value | PMS profit share (10%) | Trend Money fixed fee (₹1L) |
|---|---|---|---|---|
| Q1 | +6% | ₹2.12 Cr | ₹1.20L | ₹1.00L (at joining) |
| Q2 | 0% | ₹2.12 Cr | ₹0 | ₹0 |
| Q3 | −8% | ₹1.95 Cr | ₹0 | ₹0 |
| Q4 | +15% | ₹2.24 Cr | ₹1.23L | ₹0 |
| Total fees | ₹2.43L | ₹1.00L |
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 Advisor built for India's emerging affluent investors. It combines AI-driven portfolio recommendations with expert human advisory to help individuals grow and protect their wealth.
Trend money is built for salaried professionals, HNIs, first-time investors & NRIs who want personalized, expert-managed wealth growth without the complexity of managing investments themselves. It is particularly suited to investors with ₹2 CR to invest who are looking for goal-based, returns-focused, or tax-efficient portfolio management in India.
Yes. Trend money is registered with the Securities and Exchange Board of India (SEBI) as a Registered Investment Adviser under Registration No. INA000022181. SEBI registration means Trend money must follow strict fiduciary, disclosure, and client-money protection standards set by India's capital markets regulator.
Opening a Trend money account takes 2 minutes and is fully digital. Download the Trend money app, enter your mobile number, complete your KYC by uploading your PAN card and Aadhaar, and link your bank account. Once KYC is verified, your account is active and ready to invest.
To invest on Trend money, you need: (1) PAN card — mandatory for all Indian investors, (2) Aadhaar card — for KYC verification, (3) a linked Indian bank account, and (4) a selfie for video/e-KYC. NRIs additionally require an NRE/NRO bank account and passport. The entire process is paperless and takes under 15 minutes.