Global portfolio services - Here we help you invest across the globe and across various commodities in dollar denominated currency so that rupee depreciation accelerates your returns.

At Trunor Enterprises, we offer a comprehensive suite of financial services designed to protect, grow, and recover your wealth — all under one roof:

Mutual Funds — Goal-based investment planning across equity, hybrid, and debt funds, tailored to your risk profile and time horizon.

Life & Health Insurance — Ensuring the right coverage for you and your family, so your financial plan is never derailed by the unexpected.

Bonds & Fixed Income — Senior Citizens Savings Schemes, GOI/RBI Bonds, Tax-Free Bonds, and other instruments for stable, predictable returns.

PMS & AIFs — Sophisticated portfolio management and alternative investment options for clients seeking differentiated wealth creation strategies.

Asset Allocation Advisory — Determining your optimum asset mix based on your stage of life, goals, and risk appetite.

Investment Recovery — Do you suspect you have old shares — perhaps inherited from your parents or grandparents — and don't know how to retrieve them? We handle the entire recovery process for you, end to end. Facing difficulties recovering mutual funds or any other financial instruments? We step in and resolve it. No paperwork maze is too complex for us.

At Trunor Enterprises, we manage wealth for a diverse range of clients: salaried professionals, business owners, retirees, NRIs, and High Net Worth Individuals.

Over the years, we have found that our approach delivers its fullest value when clients are at a stage in life where they have meaningful capital to deploy and seek comprehensive, long-term wealth management — not just a product transaction. Our clients typically come to us with an investable surplus of ₹30 lakhs and above.

For our HNI clients, we go further — offering access to PMS, AIFs, structured products, and bespoke asset allocation strategies suited to larger, more complex portfolios.

We work best with individuals who bring not just capital, but the right outlook to the table. Our ideal clients are those who:

Understand that real wealth is built over years, not months, and are committed to the long game.

Value expert guidance and are open to having honest conversations about their finances, goals, and concerns.

Are at a meaningful stage of wealth accumulation — typically with an investable surplus of ₹30 lakhs or more — and want a trusted partner to help them manage and grow it wisely.

Seek a single, reliable point of contact for all their financial needs — investments, insurance, tax planning, estate considerations, and more.

Are willing to trust the process, even when markets are noisy.

We believe in transparency from the very first conversation. We may not be the right fit for individuals who:

Are looking for quick returns or short-term market gains rather than disciplined, long-term wealth creation.

Prefer to actively trade or frequently churn their portfolio in pursuit of outperformance.

Are uncomfortable delegating financial decisions and prefer to manage everything independently.

Are primarily driven by minimising advisory costs rather than maximising long-term outcomes.

Expect guaranteed returns or are unwilling to accept that all investments carry some degree of market risk.

We believe the strongest relationships are built on honest expectations:

We cannot predict markets. No one can. What we can do is build a plan robust enough to weather uncertainty.

We cannot make you wealthy overnight. Real, lasting wealth is the result of discipline, patience, and time.

We will not churn your portfolio unnecessarily. Frequent buying and selling is often the enemy of compounding.

We will not recommend a product because it pays us a higher commission. Our recommendations are driven by your goals and suitability.

We cannot help you if you do not trust the process. Our approach works best when there is mutual respect.

We will not chase you. Like a good doctor, we are here when you need us—fully and completely.

Absolutely. While our office is based in Pune — at New Kalyani Nagar — our client relationships span across India and extend to NRIs in multiple countries.

Geography has never been a barrier to good financial advice. Thanks to video calls, digital onboarding, and secure online platforms, the entire experience can be conducted seamlessly from wherever you are. For our NRI clients specifically, we understand the unique complexities regarding repatriation rules, NRE/NRO structures, and FEMA compliance.

Becoming wealthy is actually simple but not easy. A few things we swear by are:

Our favourite holding period is forever.

Wealth creation is a boring game—and that’s exactly why it works.

Less churn = More returns.

Investment return ≠ Investor return—discipline trumps timing.

Market corrections are normal, but the long-term trajectory is upward.

The real power of compounding kicks in only after years of patience—we’re just getting started after 15 years.

And above all, we practice what we preach.

Answer: Sorry, we don’t deal in direct stocks. Our approach is centered around long-term investing through Mutual Funds and Managed Portfolios, and we’ve seen consistent success with it.

In fact, our entire family’s wealth has been built using the same strategy—we’ve personally earned 15–18% annualized returns over the long term by staying disciplined, diversified, and focused on the big picture.

Answer: It truly depends on who you are and how you behave. As Bill Bonner once said:

“People do not get what they want or what they expect from the markets; they get what they deserve.”

Historically, in the Indian context, a well-diversified equity-oriented portfolio held over a 10-year horizon has often targeted a range of 12%–15% per annum. However, as we are in the early stages of our journey together, it is vital to remember that past performance is not a guarantee of future returns.

Answer: Your money is completely safe in terms of process and platform. We do not hold or handle your money directly.

Direct Flow: Money flows directly from your bank account to the NSE or MFU.

No Third-Party Handling: We cannot withdraw money from your account.

Your Control: Every transaction requires your explicit approval via email or mobile OTP.

Regulation: Your investments are protected by the strict regulations of SEBI and AMFI.

Answer: At TRUNOR, our persistency ratio is over 99%. However:

You Are in Control: If you choose to move on, you are free to do so. Your investments are always in your name.

Total Portability: You can switch to another distributor or manage funds yourself at any time.

Firm Continuity: Even if TRUNOR shuts down, your money stays safe with the respective AMCs. Your wealth is never affected by the business status of your distributor.

Answer:

Dedicated Support: You’ll be assigned a Personal Finance Professional who will be your go-to person for all your financial needs.

Leadership Oversight: Our leadership team is involved to ensure high-quality advice and oversight.

Seamless Communication: We create a dedicated WhatsApp group for each investor to ensure timely resolutions.

Answer: TRUNOR is a boutique firm:

No "Sales Targets": We don't have quotas; our goal is your growth.

We stay with you: You get a consistent partner, not a Relationship Manager who changes every year.

We "eat our own cooking": We invest our own family’s money in the same funds we recommend.

Coaching over Selling: We act as a "financial doctor" to keep you from making emotional mistakes.

Answer: We don't chase "hot tips." We focus on:

The Right Recipe: The correct mix of safety and growth.

The Big Picture: Looking at the whole portfolio rather than one bad month for one fund.

Staying Steady: Finding the fund you can stick with for 10 years without panicking.

Answer:

Direct Plan: The "Do-It-Yourself" door. You handle all paperwork and decisions yourself. Costs are slightly lower because you do all the work.

Regular Plan (The TRUNOR Way): The "Guided" door. You get a coach to handle paperwork, track goals, and keep you disciplined. The cost includes our professional advice.

Answer: Yes, you have two options:

Start Fresh: Keep your old Direct Plans where they are and start new investments with TRUNOR.

Move Everything to TRUNOR: Consolidate for easier tracking. We will help you calculate if this makes sense regarding taxes.

Answer: We are 100% transparent.

Trail Commissions: We earn a small commission from mutual fund companies (approx. 0.8% to 1% per year).

Aligned Goals: We only earn more if your wealth increases.

No Hidden Costs: You can see total expenses on your dashboard anytime.