About Us

Winfina Capital india pvt. Ltd.


Wecome's You

Dreams. This one word drives us to do so many things in order to achieve them. From buying a house, buying a car, better education, planned wedding, holidays, luxury, bright future for kids and easy retirement; major of these goals somewhere connect to wealth. Wealth management is not a task if one get a neck of it. But, as they say, you can’t do it all. And hence it is advisable to take an expert advice. There are financial experts who would advise depending on the income, goals and future plans. And one should be in no confusion to take that help. The financial planners or the financial advisors have an experience of managing the funds in various asset classes, starting from Insurance, Mutual Funds, Small Saving Schemes, Bonds and FDs. With a perfect mix of these things, they help in making the graph of your dream achievable.

Truevestment wealth management services are into financial advisory since last 14 years. Sourabh Shrivastava, a civil engineer with the team 3 of which 2 are MBAs in Finance always make sure that their 200+ clients are always happy and walk with that satisfaction when they see the returns coming. Currently, at an AUM of 25Crore, they basically work in the Insurance segment, Mutual funds and Goal plannings for the investors. Mr. Shrivastava has given various certifications which are for financial management starting with SEBI investments, goal planning, AMFI advisory and CFP for retirement planning and insurance planning. Keeping them all updated with the latest trends with Seminars, Webinars, Books and a lot of readings on the Internet they see their goal to reach at an AUM of 100Crore in the least time possible.

The mission is to become a member of MDRT club and also have a SIP book worth 1crore!

Certifications done by Sourabh Shrivastava :

  • Financial Markets: Beginners Module
  • Chartered Financial Goal Planner
  • Goal Planning Specialist - Basic
  • National Institute Of Securities Markets
  • Retirement Planning And Employee Benefits
  • Risk Analysis And Insurance Planning
  • Debt Investment Professional
  • AMFI Mutual Fund Module
  • Equities - EQ SBI Funds Mgmt
  • Financial Planning Level 2
  • Communication Skills and Assertiveness - Advanced
  • Derivative Strategies

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