Truvestra Products

Investment products for private-market access and disciplined equity advisory.

Choose from unlisted-share access products, structured investment plans, and research-led listed equity advisory services designed for long-term wealth creation.

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Product Suite7

Unlisted access, structured plans, listed equity advisory, and multibagger research support.

All Products

Offerings we provide

Lumpsum Schedule01

Private Market Entry

For investors planning a one-time allocation

Designed for a single, focused allocation into select private-market equities. Helps build initial exposure with direct transaction coordination.

HorizonFlexible horizon
SupportKYC onboarding + Demat transfer
ApproachFocused allocation.
A main Truvestra product for investors who want to make a focused one-time allocation into selected private-market opportunities with guided documentation and Demat support.
  • One-time allocation structure
  • Selected private-market equity exposure
  • KYC onboarding support
  • Documentation and Demat transfer guidance
  • Suitable for investors planning focused capital deployment
  • Professional transaction coordination
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SIP-Style Discipline02

Monthly Investing

For investors who prefer staged wealth creation

Supports staged capital allocation through structured monthly planning. Helps accumulate diversified private holdings over a disciplined timeline.

Horizon12-month review cycle
SupportPortfolio review + risk checks
ApproachDisciplined monthly planning.
A main Truvestra product for investors who prefer monthly investment discipline, staged allocation, and regular review while building private-market exposure.
  • Monthly investment discipline
  • Staged private-market allocation
  • 12-month review cycle
  • Portfolio review support
  • Risk checks and opportunity guidance
  • Suitable for long-term wealth-building habits
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Elite Unlisted Club03

Elite Unlisted Club

Premium access for serious private-market investors

Exclusive access to carefully selected unlisted and pre-IPO opportunities with professional guidance, transaction support, and a trusted investor ecosystem.

HorizonPre-IPO focused
SupportExperts + transaction support
ApproachExclusive. Curated. Supported.
Exclusive access to premium unlisted and pre-IPO investment opportunities, backed by professional guidance and complete transaction support.
  • Carefully selected unlisted and pre-IPO companies
  • Curated opportunities based on business potential
  • End-to-end assistance from selection to execution
  • Access to financial experts, CAs, and tax professionals
  • Direct company access where available
  • Premium network of serious investors
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Unlisted Select04

Unlisted Select

Research-backed access to private growth companies

A curated unlisted-share product for investors who want researched opportunities, regular updates, transparent execution, and portfolio diversification beyond listed markets.

HorizonLong-term wealth creation
SupportResearch + opportunity updates
ApproachResearch. Access. Diversify.
Access carefully curated unlisted and pre-IPO opportunities backed by research, complete transaction support, and a transparent investment process.
  • Curated unlisted and pre-IPO opportunities
  • Research-backed recommendations
  • Early access to high-potential businesses
  • Simple and transparent investment process
  • Regular opportunity updates
  • Portfolio diversification beyond listed stocks and mutual funds
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Unlisted Shares Investment05

Unlisted Shares Investment

Growth Plan and Monthly Interest Plan options

A structured unlisted-shares investment product for investors looking beyond FDs and mutual funds, with options for lump sum maturity or monthly income.

Horizon12-month lock-in
SupportStarts from Rs 10,000
ApproachGrowth or income.
Choose between a Growth Plan for lump sum maturity and a Monthly Interest Plan for regular cash flow from unlisted-share-linked investments.
  • Investment starts from Rs 10,000
  • Backed by 100 unlisted shares
  • 12-month lock-in structure
  • Growth Plan for lump sum maturity
  • Monthly Interest Plan for regular monthly payout
  • Monthly SIP option where each investment matures separately
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Elite Access06

Elite Access

Research-based listed shares advisory

A premium advisory service for disciplined delivery-based equity investors who want stock recommendations, portfolio reviews, and buy, hold, and exit guidance.

HorizonAnnual advisory
SupportWhatsApp + phone assistance
FeeRs 20,000 yearly
ApproachResearch. Strategy. Discipline.
Premium delivery-stock advisory with research-based recommendations, model portfolio guidance, risk management support, and regular market updates.
  • Research-based delivery stock recommendations
  • Buy, hold, and exit guidance
  • Model portfolio and portfolio reviews
  • Fundamental and technical research
  • Risk management support
  • Dedicated WhatsApp and phone assistance
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Wealth Gateway07

Wealth Gateway

Multibagger stock advisory service

A premium advisory product focused on identifying high-potential multibagger stocks through in-depth research, disciplined investing, and regular market alerts.

HorizonAnnual advisory
SupportAlerts + portfolio reviews
FeeRs 20,000 yearly
ApproachIdentify. Invest. Grow.
A long-term stock advisory service for investors seeking curated multibagger ideas, portfolio guidance, and expert market updates.
  • Multibagger stock recommendations
  • Research-based buy, hold, and exit guidance
  • Curated long-term portfolio
  • Regular market alerts and updates
  • Dedicated WhatsApp and phone support
  • Investor education and portfolio reviews
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Important Note

Invest with clear risk understanding.

Investments in unlisted shares and equity advisory products are subject to market, liquidity, valuation, company, and regulatory risks. Returns are not guaranteed and depend on product terms and underlying market performance.