We are herE to help you create cash flow & build your wealth
One place for all your investment consultancy needs - We cover 150 markets & 37 countries
- Public Markets : Global Stocks, Bonds, ETF, CFD, Derivatives, Commodities, FX
- Crypto / Digital Assets : Crypto, Stable coins, CBDC , ICO, DeFi, Blockchain, NFTs
- Private Equity (PE) : Early and Growth stage global companies, VC, M&A, Pre-IPO
- Real Estate : Retail, Commercial, Bonds, REITs
Why Us
- Proven Experience: With 25 years of expertise, we bring hands-on knowledge of Global markets.
- Client-Centric Approach: We analyse the entire market to recommend the best products tailored to your goals, independent of AMCs or brokers.
- Active Management: We adapt to changing market conditions, ensuring your portfolio is rebalanced at the right time with the right strategies.
- Global Coverage & Transparent Fees: 150 markets, 34 countries & 27 currencies. Enjoy competitive fees without hidden charges when you choose Trudy INV.
A Proven Approach
At Trudy INV, we combine expertise, transparency, and a client-first approach to help you achieve your financial goals. We start by conversation in your financial needs and explaining the different ways we can help. Then we analyse your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our client asset custodians & business Partners
our credentials
Certifications and Licenses
- Licensed by IFZA , Dubai Integrated Economic Zones Authority, Govt of Dubai (License no 34179)
- 25+ years of experience in Global financial markets including US, UK, Europe and India in Stocks, Bonds, ETFs,MF, CFDs, commodities, FX , IPOs & Digital Assets / Crypto / Blockchain .
- Private Equity & Market Capital Financing (PE, VC, Valuation, Capital markets, Financial modelling and structuring, Term sheet,IPO process, Memorandum & Exit strategies) from Indian Institute of Management Bangalore (IIMB) (2019)
- Massachusetts Institute of Technology (MIT) - Fintech Certificate in Digital currency Bitcoin, Blockchain, Fin tech transformation & Payment services (2016)
- Certified Bitcoin Professional (CBP) - Certification ID - 4e8630 (2017)
- Trading on London Stock Exchange from London Stock Exchange Group (LSEG) (2018)
- Moody's Analytics - Overview of Derivatives and understanding underlaying markets (2019)
- Registered AP in Indian Stock Exchanges - NSE (CM & FO AP0297593644) and BSE (CM & FO AP01044601168651) via TrudyInv Services LLP, India
- Entrepreneurship in Stock Broking and Financial product distribution - Motilal Oswal Wealth Mgmt (2024)
- Option Tactics from Tradictiv
- SEBI regulatory exam: Series-VIII: Equity Derivatives Certification Exam - NISM (SEBI)
- SEBI regulatory exam: NISM-Series-VII: Securities Operations and Risk Management Certification Examination
- SEBI regulatory exam: NISM V-A Mutual Fund Distributor certification
- SEBI regulatory exam: NISM-Series-X-B:Investment Adviser (Level 1) Certification.
- SEBI regulatory exam: NISM-Series-X-B:Investment Adviser (Level 2) Certification.
- AMFI registered mutual fund distributor in compliance with SEBI regulations (ARN-316727)
- Commodity Markets - 2 times won 60 day challenge award - Zerodha
- F&O Markets - 3 times won 60 day challenge award - Zerodha
- FX Markets - 1 time won 60 day challenge award - Zerodha
- NIIT - Advanced Diploma in Software and IT (1997)
- IIT Kharagpur - Course in IT, Networking and Java Development (1996)
- Engineering Diploma in Electronics and Telecommunication (1995)