SEBI Registered Investment Advisor
Trupti Vedak
Achieve Financial Freedom through Wealth Creation
Services
What I do
#1
Investment Advisory
Investment advisory services specifically in Share market for long term wealth creation
Why Choose Me
Accurate Record Keeping
Customer Satisfaction utmost priority
Customer satisfaction is the first priority
Personal touch with investors
Personal touch & scheduled meetings with investors
Need Based Investment Guidance
Investment guidance based on individual needs and risk profile
punctual
Puntucal & on time reports
Accurate Record Keeping
Up-to-date records of every client
Timely Communication
Time to time communication with investors regarding progress.
Why Choose Me
Accurate Record Keeping
Punctual
Accurate Record Keeping
Timely Communication
Customer satisfaction is utmost priority
Personal Touch
Guranteed Growth
Testimonials
What My Clients Say?
One of the finest advisory services. The journey started four years back with investment in stocks & mutual funds and still continues. Past few years, market has seen lot of turbulence including Covid-19 & fall in Sensex/Index in 2020, but the way the portfolio was handled in difficult time that's awesome. Selection of quality stocks, focus on market nerve and timely recommendations are some of the KPI's for this advisory firm. My best wishes & blessings for launching of new portal and bright future for Trupti Advisory Services.
- Sanjay B, Doha(Qatar)
Trupti Vedak has been our financial advisor for almost 2 years and we are very happy with her work.
She has good knowledge of her field and her advices and insights have been helpful in our investment decisions. She is trustworthy and also easily approachable. We look forward to many more years of financial advice from Trupti.
- Aarti D, Borivali(Mumbai)
I know Trupti Vedak for more than a decade, been investing on her recommendations in direct equity since 2017. I have found Trupti to be extremely proactive, responsible, accessible, well-organised and methodical, apart from being very positive and pleasant to deal with.
I have found her advice to be reasoned and well-suited to my financial needs and risk appetite.
She is very prompt in meeting all the regulatory requirement, particular in sharing portfolio updates and provides operational convenience to its clients.
- Nitin S, Thane
Advisory Registration Details
Investment Adviser (Individual)
SEBI Registration No. INA000007252
Validity: 09/03/2022 to 08/03/2025
BASL ID : 1245