WELCOME TO TRUDY INV FAMILY

At Trudy INV, we bring a wealth of expertise and a client-centric approach to help you achieve your investment and wealth creation goals. Here’s what sets us apart:  At Trudy INV, your success is our mission.

• Proven Expertise
  • With 25 years of experience in investments and wealth creation across Indian and global markets. Our extensive knowledge and hands-on expertise are at your service.

• Client-Focused Approach
  • Your investment goals are our priority. We perform comprehensive market analysis, evaluating options across AMCs, brokers, and platforms to identify the right products tailored to your needs.

• Dynamic Portfolio Management
  • Markets are ever-changing, and so are the challenges they bring. We actively monitor market conditions, rebalance portfolios at the right time, and implement strategies designed to keep you on track toward your financial goals.

• Transparent and Fair Fees
  • Choosing Trudy INV doesn’t mean higher costs. Rest assured, our fees and charges remain competitive, ensuring value without compromising the quality of our services.

• Timely and Transparent Reporting
  • Transparency is key. We provide timely and detailed reporting, giving you a clear view of your portfolio’s performance and ensuring you are always informed about your investments.

At Trudy INV, we are your partners in achieving financial success. With a commitment to integrity, expertise, and personalised service, we strive to make your investment journey seamless and rewarding.

• 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)