DIRECTIONAL INVESTING
HAPPYour aim:
your
happiness
SECUREsecure.
adverse.
circumstances.
guilt free spendingbe happy when you spend
BETTEREXPERINCE POWER OF COMPOUNDING
DIRECTIONAL INVESTING
OUR
Experience10+years
Prospering
Families600 & growing
Awards &
Certificates15+
Asset Under
Management₹350+ Crores
Our Process
The first step is the discovery process, where the most important thing is to gain a complete understanding of your most cherished financial goals - Why, What & Who are you investing for.Next, we figure out how much capital you have and how much capital you’re going to need to achieve those cherished goals.Then we discover how much you can realistically save and invest to achieve those goals, and prioritize the goals.We then assess your risk profile to understand your risk toleranceAfter that, we look at what kind of investor you are and what kind of investments have historically been most likely to produce the returns you need to achieve your goals within the stipulated time.Finally, we create a diversified set of investments - a portfolio designed for you to fulfill your cherished goals.
We help you stay on track, do behaviour coaching whenever needed so you don’t miss the path.We monitor them & review them from time to time.We believe that portfolio to be dictated by your goal, rather than economic or market outlook.
About Us.
TrustedArms Wealth Management LLP is engaged in providing investment planning services and solutions. It caters to individuals & families having their own set of financial goals & aspirations.We have over a decade experience in investment planning and execution. After gathering proficiency through years of experience individually and in furtherance of its objective to cater to its growing client needs we thought of giving our endeavours, skills, experience, and vision a shape in the form of an organisation leading to the inception of TrustedArms Wealth Management LLP in February 2012.Our Core Values:
We at Trustedarms believe that every individual is unique and have their own set of goals & aspirations. We understand various asset classes and financial products to suggest optimal solutions tailored to meet the specific needs of each individual client, helping them achieve their financial goals.Our Mission:
To create a difference in people's lives.
To help individuals & families create a better, secure & happy financial future and fulfil their most cherished goals.Our Vision:
To be a leading organization, who is helping individuals and families achieve financial wellbeing.To be one of the most trusted and respectable organizations, who is helping individuals and families achieve financial wellbeing.Why TrustedArms:
This organisation has actively assisted its clients in investment review, planning, and execution since 2007. We realize that it is difficult for clients to dedicate time to study and understand various financial terms & products. They are in search of professionals to manage their funds and resources in tune with their financial goals.We are known for assisting clients to meet their financial goals. This includes helping them to build the requisite corpus for the following purposes through optimal financial planning:- Contingency Planning
- Insurance & Risk Planning
- Children's Education
- Children's Wedding
- Retirement Planning (Golden Years)
- Leisure TripsAnd other goals by segregating them into Cash-flow management or Short Term Goal (1 day - 1 year), Medium Term Goal (1-5 years) and Long-Term Goal (5 years and beyond)For this purpose, we offer various financial products like Insurance, Mutual Funds, SIPs, Bonds and Deposits. Most importantly, we delve deep into the investors requirements, try and understand the exact need and risk appetite and align that to a solution.Client's interest, needs and satisfaction forms the touchstones on which our practice is based. This drives us to walk that extra mile for the clients. Integrity, honesty, and professionalism form the backbone of our enterprise. As a part of integrity, we value absolute client confidentiality. Shaking hands with the trend of digitalization, we provide you with online assistance and access to your portfolio 24x 7 on our Mobile App and Website.Should you want our guidance, our team would be happy to assist you.With 300 plus smiling families becoming a part of our family and counting, it gives you all the more reason to repose your trust on TrustedArms. We pledge to keep you completely protected on the financial sphere.
Our Clients + Experiences.
Before meeting Abhishek & TrustedArms, I was a seasonal investor. I used to invest in policies that were recommended by Bank or some of the trusted advisor. Instead of asking the right question about my investments, I was more looking at getting maximum return without any defined goals.Abhishek made me understand the importance of goal based investment and made a customised planning. What really changed after meeting with Abhishek is the mindset of investing wisely & achieving my short term & long term target such as a car, Villa & money for the golden days. What I liked about Abhishek is his approach towards money & his disciplined approach. More than investment ideas, he brings a lot of value with his own wisdom & learnings.If you are someone who understands the importance of saving money and investing with a right approach, TrustedArms is the right place for you.Harsh Agrawal, Founder
Shout Me Loud
I Lokesh Bhura of Map5 Events an event management company which has end to end solution for all kinds of social events. We are a complete wedding planning company and we master in the art of destination weddings all across India.Before meeting Abhishek, I had limited knowledge about mutual funds, but the way he explained planning for long term investment as well as short term investment was excellent. The way he gave me one complete hour explaining the benefits and profits related to systematic investment was absolutely fantastic.Abhishek has deep understanding of asset allocation that helps him to provide his clients with a systematic wealth creation process irrespective of a market phase of any particular asset class.I would suggest everyone to sit and discuss your future goals with Abhishek, so that he can not only secure your future but also make money out of your own deposits.Wishing him and trusted arms all the success.Lokesh Bhura, Events Manager
Map5 Events
“I have known Abhishek since school days. He always came across as a very extrovert guy. Always smiling and full of life. Started his career as a Derivative strategist in Lohia Securities Ltd. Spent years there to garner knowledge about securities market and building up contacts. After 10 years he decided to quit and start his own venture TRUSTEDARMS. Took to people explaining them the benefits of Mutual Funds & SIPs. I have been investing in MFs through him and believe me have made reasonable profits. He has done planning for me & my child’s education, my retirement, emergency fund as per my goals and needs.
A full of life person and ever smiling Abhishek.
I wish him all the best.”Keshav Bhatter, Director
Bhatter Silver & Jewels Pvt. Ltd.
Trustedarms is literally the arms I trust when it comes to my investment planning. My experience with the firm has been all positive and I keep recommending my network to leverage the knowledge of the firm.Vishal Mishra, Consultant
WNS Global Services, Pune
It is always a good idea to take advice before you invest. This is what I realised after I met Mr. Abhishek. I now know how, where & why to invest my money. What I like the most about his company is that they are very professional and are always ready to explain investment fundas. Now I can invest without any stress.
Riddhi Deorah,Founder
Riddhi & Revika, Gurgaon
My financial planning mindset has been inspired by Abhishek. I have always looked up to him for guidance in financial planning & investments. This has given me an immense sense of security, satisfaction & stability.
Saurabh Bhutra, Lawyer
Bhutra & Associates
Thank you!
We will just get back to you
Plan With The Experts.
Abhishek Mohta, FounderA young and vibrant financial planner, he obtained his Certified Financial Planner (CFP) degree from the prestigious Financial Planning Standard Board India. In addition, he holds multiple certifications from National Institute of Securities Market.He himself started investing at a tender age of 17 years and has an experience of more than 15 years in the financial world. His deep understanding of Asset Allocation helps him to provide his clients with a systematic wealth creation process with the help of different classes of assets, irrespective of any phase of economy. Abhishek believes that an Optimal Asset Allocation with Goal-Based Financial Planning is the secret to achieving financial freedom.
Shradha Mohta - Co FounderA young & dynamic member of Trustedarms family. She enjoys meeting new people and spreading financial awareness. She efficiently handles the first time investors who are reluctant to make financial decisions and thereby empowers them, especially the women.Shradha believes that women are more sincere when it comes to planning & investing and they remain committed to achieve the goals set by them sticking to the plan.
She is a qualified personal finance professional(QPFP).
TrustedarmsPoddar Court, Gate 2, Suite 339
18, Rabindra Sarani,
Kolkata: 700001
Phone: 033 40078777
Disclosures.
| AMC Name | *Equity Funds * | *Debt Funds | ELSS |
|---|---|---|---|
| Aditya Birla Sun Life Mutual Fund | 0.85% to 1.20% | 0.10% to 0.80% | 0.90% |
| Axis Mutual Fund | 0.60% to 1.59% | 0.02% to 0.85% | 0.90% |
| Canara Robeco Mutual Fund | 1.05% to 1.80% | 0.30% to 0.75% | 1.20% |
| DSP Mutual Fund | 0.55% to 1.40% | 0.10% to 0.90% | 1.00% |
| Edelweiss Mutual Fund | 0.55% to 1.40% | 0.20% to 0.55% | 1.40% |
| Franklin Templeton Mutual Fund | 0.20% to 1.65% | 0.08% to 0.76% | 1.18% |
| HDFC Mutual Fund | 0.90% to 1.55% | 0.05% to 0.90% | 0.95% |
| HSBC Mutual Fund | 0.25% to 1.50% | 0.04% to 0.50% | 0.80% |
| ICICI Mutual Fund | 0.10% to 1.50% | 0.10% to 0.65% | 0.95% |
| IDFC Mutual Fund | 0.50% to 1.60% | 0.05% to 0.60% | 1.20% |
| Invesco Mutual Fund | 1.05% to 1.75% | 0.04% to 0.65% | 1.40% |
| Kotak Mutual Fund | 0.70% to 1.55% | 0.10% to 0.85% | 1.45% |
| Mirae Asset Mutual Fund | 0.65% to 1.55% | 0.10% to 0.85% | 0.65% |
| Motilal Oswal Mutual Fund | 0.60% to 1.50% | 0.15% to 0.80% | 1.15% |
| Nippon India Mutual Fund | 0.20% to 1.45% | 0.15% to 0.75% | 1.10% |
| PGIM India Mutual Fund | 0.60% to 1.65% | 0.10% to 0.50% | 1.65% |
| PPFAS Mutual Fund | 0.85% to 1.10% | 0.10% to 0.35% | 1.10% |
| SBI Mutual Fund | 0.20% to 1.55% | 0.10% to 0.60% | 1.10% |
| Sundaram Mutual Fund | 0.55% to 1.70% | 0.10% to 0.90% | 1.35% |
| Tata Mutual Fund | 0.35% to 1.80% | 0.05% to 0.45% | 1.30% |
| UTI Mutual Fund | 0.10% to 1.40% | 0.05% to 0.20% | 1.20% |
| *Equity-oriented schemes also include equity-oriented hybrid funds and equity arbitrage funds. | **Debt-oriented scheme includes all the schemes that do not fall under equity-oriented schemes (except ELSS). |
Details of Scheme level commission on Mutual funds are available with the Relationship Managers and would be produced on demand. This is on a best effort basis and rates are updated as and when actual rates are received from AMCs
Privacy Policy.
This privacy policy outlines how we use and protect any information you share when using this website. We are committed to ensuring your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, rest assured it will only be used in accordance with this privacy statement.Policy UpdatesWe may update this policy occasionally by updating this page. This policy is effective from June 1, 2018.Commitment to PrivacyWe understand that our relationship is based on trust. In the course of using this website or our services, we may become privy to personal information of a confidential nature. We are strictly committed to protecting the privacy of our customers and have taken reasonable measures to safeguard the confidentiality of customer information and its transmission through the internet. However, we shall not be liable for the disclosure of confidential information as per this policy or any agreement with the customer or due to reasons beyond our control. We may need to disclose your personal information to government or judicial bodies, our regulators, or any person required by law.Hyperlink PolicyAny hyperlink to other internet sites is at the customer's own risk. We do not verify, monitor, or endorse the content or accuracy of opinions expressed on such sites. We are not responsible for the setup of any hyperlink from a third-party website to ours.Information We CollectName and contact details
Personal information, including date of birth, Aadhaar Number, and PAN
Demographic information such as gender and income
Other information to help us improve our services
Use of InformationTo conduct Know-Your-Customer registration as required by SEBI and other regulatory bodies
To perform compliance checks and maintain internal records
To improve our products and services
To send periodic emails about your investments or other information of interest. You can unsubscribe at any time.
To contact you for market research via phone or email
We will not sell, distribute, or lease your personal information to third parties unless required by the terms and conditions of the products and services you avail or by law.SecurityWe are committed to ensuring your information is secure. We have put in place suitable physical, electronic, and managerial procedures to safeguard the information we collect online.Links to Other WebsitesOur website may contain links to other websites of interest. Once you leave our site, we do not have control over these third-party websites and cannot be responsible for the protection and privacy of any information you provide there. You should review the privacy statement of any such website.Controlling Your Personal InformationIf you believe any information we have is incorrect or incomplete, please email us at [email protected]. We will promptly correct any incorrect information.Security CertificatesAs an online financial services company, we recognize the importance of security. We use various safeguards, including:Storing your data securely with one-way encrypted passwords
Encrypting all communications using high standards
Ensuring data is not shared unless explicitly requested by you
We have various technical and legal/operational certifications in place. All communications are encrypted with 256-bit encryption, and our data is hosted with top-tier providers and continuously backed up to ensure continuity of operations.