About Us
Welcome to truff, where we are dedicated to guiding you on the path to true financial freedom through expert advice on mutual fund investments, financial planning and comprehensive investor awareness and education.
At truff, we understand that achieving financial goals is not just about making smart investments; it’s about understanding your context, exploring suitable options and making informed decisions. Our mission is to empower you with the knowledge and tools needed to build and manage your wealth effectively and achieve true financial freedom.
OUR VISION
We envision a world where every individual has the financial literacy and resources to achieve their personal and financial goals. Through our services, we strive to demystify the complexities of investment strategies, making them accessible and comprehensible for everyone.
Meet Our Team
Kaustubh Agashe
Kaustubh Agashe is an experienced investor who have been active in Indian market since 2003. He has gained significant experience and expertise in Financial Markets and has a deep passion for learning the Art of Valuation. He has been keenly following and trying to learn from the lives and investment philosophies of his role models — Charlie Munger and Warren Buffett.Kaustubh holds a bachelor's degree in Mechanical Engineering, an MBA from IIM, Ahmedabad and is a CFA Charterholder.
Helping Truff investors pursue true financial freedom is now Kaustubh's mission. However, he also enjoys his association as a Visiting Faculty of Finance at Symbiosis institute (SCMHRD) in Pune, India<br/>
Shilpa Kadam
B.E Mech. 22 Years of corporate experience including 14 years IT experience in an MNC company. Have rich global experience in banking and financial sector. Worked as Business Associate with Pune's leading Investment Advisory firm for 6 years.
Conducted 100+ Investor Awareness Program in various Corporates. Women are becoming financially independent, however they continue to depend on the male counterparts for investment decisions. AIM is to see more women also to make their own investment decisions and achieve financial freedom. Associated with below organisations
*Humjoli foundation- for spreading awareness of menstrual hygiene for the underprivileged. Shiksharth at Sukma, UP "Alliance of Hope Collective," aimed at elevating our work with children in conflict areas.
Our Services
Mutual Fund Distribution: We offer a wide range of mutual fund products from top asset management companies. Our team of experienced professionals is committed to providing tailored solutions that align with your unique financial objectives and risk tolerance.
Investor Awareness & Education: We believe that informed investors are successful investors. Our educational programs and resources are designed to enhance your understanding of financial markets, investment strategies, and personal finance management. From workshops and webinars to joint assessment / planning and one-on-one consultations, we are here to support your journey to financial freedom
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Our Commitment
At truff, we are more than just financial advisors — we are your partners in achieving financial freedom. We are committed to fostering a supportive environment where you can confidently navigate your financial journey.
Join us at truff and take the first step toward a financially secure future. Together, we can turn your financial goals into reality.
For more information or to schedule a consultation, please contact us at [Contact Information].