About Me
Prior to starting TREU. Harshit Sen worked with ICICI Bank as a wealth manager in Bengaluru. He was responsible for designing wealth solutions for HNIs and UHNIs for Koramangala branch. In 3 years time Harshit exponentially increase the revenue for bank with his strategic planning and business development skills.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
My investment experience with Treuinvestments is amazing & trustworthy. Time to time valuable advise of the relationship manager always maintained my confidence which ultimately made my portfolio achieve my financial goals. I thank to the supporting team of Treu Investmentsand wish them a glorious success in future.
Mr.Mahesh Chandra Shrivastava
My investment experience with Treu investments consultant has been nothing short of amazing ..from guiding me in the intial days to streamlining the portfolio at present.. special mention for Mr. HARSHIT SEN who has responded to all my queries with utmost gentleness and respect........Keep it going
Mr. Rakesh Kumar Mishra
I’ve been investing with Treu Investments for over 10 years now and I am quite pleased with my relationship with them. Earlier I was also investing in mutual funds and redeeming them to meet my short term needs but due to their educational seminars and 1-1 counseling sessions, I understood the power of compounding growth using SIP and how investing should be linked with long term my own personal ‘financial goals’. Best thing I feel is they never push to do more investments and let me grow at my own pace and provide a transparent view of where I stand with respect to my goals. I have and would recommend Treu investments to my family and friends
Mr. Pawan Surana