Simplified investing for those seeking financial freedom.

A small practice, a steady rhythm, and a patient approach to wealth that actually compounds.

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Trusted by individuals and families in India and abroad.

Line drawing of an arched window opening onto a calm landscape with a banyan tree. On the sill sit an open journal with a rising line, an hourglass on two books, a vase of branches and a cup of chai.

What we stand for

Patience.

We measure progress in decades, not quarters.

Conviction.

We only suggest funds we would hold ourselves.

Care.

Every decision starts with your family's goals.

The trouble with most money advice.

The Quiet Conflict

It's shaped around someone else's targets.

Much of what gets sold as advice is built around someone else's incentives. You can feel it, even when you can't name it.

The Jargon Wall

It's more complicated than it needs to be.

Our industry has built a language barrier. It keeps ordinary people at arm's length from their own money.

The Rotation Problem

And the person giving it rarely stays.

The people handling your money often change every couple of years. Your file gets passed to someone new. The context rarely does.

See how we work

How Truffle Wealth came to be.

Truffle Wealth took shape slowly. It came from years of watching friends and family receive money advice that didn't serve them.

The answer, when it came, was simple. Work with a small number of families. Put their money only into the kinds of assets we'd happily hold ourselves. Stay with them for decades rather than quarters.

Today, we work with a growing handful of individuals and families in India and abroad. The practice is deliberately built around patience, conviction and care.

  1. Phase 1.

    Before there was a firm, there was a habit. Quiet, unglamorous monthly savings into a few boring things.

  2. Phase 2.

    Years of watching those small amounts grow while life happened around them. Compounding, experienced firsthand.

  3. Phase 3.

    A dawning recognition that most people we knew were not on the same path. Not because they earned less. Because nobody had told them what we'd accidentally stumbled into.

  4. Phase 4.

    A period of reading everything. Mohnish Pabrai on never overpaying. Howard Marks on market cycles. The accidental habit became a deliberate craft.

  5. Phase 5.

    The decision to start a practice. Small and deliberate. Built on the same principles we'd applied to our own money for over a decade.

  6. Phase 6.

    The first conversations. The first families. The first version of what would become the way we work.

  7. Phase 7.

    The present. A small, growing practice with room for a handful of new partnerships each quarter. The habit became a firm.

Line drawing of a clay gullak, the money pot many Indian children save in, with coins dropping in and growth rings spreading around it

Three ideas that shape how we work.

Skin in the game.

Every idea we share with a client is one we already hold for our own families. If something doesn't meet that standard, it doesn't make it into the conversation.

Less, done well.

Most portfolios are over-complicated and under-organised. In our experience, fewer choices made with more care tend to hold up better over decades.

In it for the long haul.

We build for families who intend to stay. We'd rather go deep with a few who believe in the long game than wide with many who want a quick buck.

Rohan Chandrashekhar, founder of Truffle Wealth

Behind the practice

Compounding quietly gave me freedom. I built the firm I wanted to hire, so others could find it too.

Rohan ChandrashekharFounder, Truffle Wealth

  • Featured in The Wall Street Journal, Mint, The Economic Times and HuffPost as the founder of BUZZVALVE.
  • Alumnus of Purdue University and IIM Ahmedabad.

Read more

Founder Spotlight

  • Began saving at 24 and investing at 28
  • Invests in the same kinds of funds as his clients
  • Passionate about helping people retire on their terms
  • Believes in a healthy, respectful relationship with money

What families tell us

I feel like I have too many things going on. Mutual funds, insurance, stocks, PPF. I don't even know if they're working together.
My income is strong. My financial life is not. I don't know where to start.
I have holdings in three countries. Nothing is in one place. I just want someone to help me see the whole picture.
I've been sold products I didn't understand. I'm tired of it.
Every conversation starts with a product pitch. I just want someone to understand what I'm actually trying to build.
I'm supposed to be good at this. I work in finance. I still haven't figured out my own portfolio.
My wife and I have never really had a calm conversation about our money. I want that to change.
I want my children to grow up with a healthy relationship with money. I'm not sure I have one to model.

What changes when families work with us.

What was scattered becomes seen.

Holdings that lived in separate places, or were forgotten, come together in a single picture.

What was anxious becomes quieter.

The constant low-level worry about whether the money is working gives way to a clear sense of where things stand.

What was drifting starts compounding.

The habit of adding money each month without direction becomes a considered practice that moves toward something.

15

new partnerships each quarter, by design.

We work with a small number of families at a time. Fewer clients mean more attention. More attention is how this kind of work actually gets done.

1

dedicated team, for the long run.

You work with the same small team, year after year. No rotation, no handoffs, no file passed between desks.

Line drawing of scattered papers being moved along a gentle path into one neat folder

"Moving your investments over is simpler than it sounds."

We take you through it step by step and handle the paperwork. You settle in without the stress.

What you can count on.

Six principles that shape the work we do, with every client, every year.

  1. Post-tax, or it doesn't count.

    What matters is what you actually keep after taxes and costs. Every choice we help you make is judged by what you keep after tax and costs. It is the only measure that affects your real life.

  2. Family first.

    The money you invest through us represents your family's future, not just a portfolio. Every decision we help you make is filtered through that lens.

  3. What we won't do.

    We do not chase targets for how much money we manage. We do not sell products we would not own. We do not take on clients we cannot serve well. Being honest about our limits is part of what makes the work good.

  4. Long horizons only.

    We don't chase the short-term win, the hot fund or the latest story. The only returns worth building for are the ones that compound over decades.

  5. Always reachable.

    When something in your life touches your money, you shouldn't have to navigate a phone menu to reach us. A message or a call. That's it.

  6. Plain language, always.

    Every document, every explanation and every conversation is designed to be understood. If we couldn't explain it to our own parents, we rewrite it until we can.

Ready for a different kind of money conversation?

No fee for any conversation with us. No pressure to proceed.

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Limited to 15 new partnerships this quarter.