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Wealth is Freedom.

Private wealth for Founders.

Everything you own — funds, stocks, ESOPs, NPS — in one clear view, working toward one goal: your freedom.

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What We Do

Four pillars of freedom

From your first investment to your final legacy — managed with intent.

Investment Management
View — Investment Management
Risk & Protection
View — Risk & Protection
Tax & Retirement
View — Tax & Retirement
Estate & Legacy
View — Estate & Legacy
Insights

Recent thinking

Short, useful notes on money, markets, and the freedom they buy.

The quiet math of compounding
6 min readMay 12, 2026
↗
ESOPs: turning paper wealth into real wealth
4 min readApr 28, 2026
↗
Asset allocation is the only free lunch
8 min readMar 15, 2026
↗
Retire on your terms, not a target date
5 min readFeb 02, 2026
↗
Live Portfolio

Wealth in motion

Keep scrolling — every asset you own joins the screen, one clear picture of your net worth.

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Hi!
Here's Your Wealth Overview
NET WORTH
₹0
▲ 12.24% this year
AssetsRefresh
Stocks
13 Stocks
₹1.2Cr
(21%)
Banks
1 Account
₹40L
(12.24%)
Mutual Funds
3 Funds
₹4Cr
(13.5%)
NPS
1 Account
₹25L
(8%)
The Difference

Not another wealth app

Three beliefs that change how your money is managed — and why a few families choose us.

01
Risk · Reframed
We understand risk differently.
Risk isn’t a questionnaire score. It’s shaped by your lifestyle, your surroundings, and the expectations of your future self — so that’s where we measure it.
Lifestyle-awareFuture-self modellingBeyond questionnaires
←Risk Profile⚙
Growth-tiltedYour risk, measured
Lifestyle runway4.2 yrs
Surroundings & dependents2 + parents
Future-self expectationFree by 45
Beyond the questionnaire
14 life signals tracked
Recalibrated as your life changes
02
Alternates · New-Age
Alternates for the new-age investor.
Bonds, Gold, Silver and Value Fixed FDs — curated access that gets diversification done right, not just done.
BondsGoldSilverValue Fixed FDsOthers to come…
Explore Alternates
←Alternates⚲
Earn up to
12.5% P.A.
Invest in top-rated bonds
Best Capital
AAA • Low Risk
Sell Anytime
13.75%YTM
13 MonthsMin ₹10,293
INFOMERICS BBB-View Details
32% Sold
Fixed Deposits · Up to 8.10% P.A.
Suryoday Small Finance Bank
8.1% P.A.
A1+ • Min ₹1,000 • Safe. Stable. Predictable.
03
Advisory · By Invitation
By founders, for a few.
Private wealth advisory built by founders who’ve sat on your side of the table — and kept deliberately small, so the advice stays personal. Every plan is reviewed personally, never by a queue.
₹ 1 Cr +Min.Portfolio
Founder-ledLimited seatsAdvice, not productsSEBI RIA · INA000022181
Request Access
Harshit Kumar
Founder 2
Founder 3
Founder 4
Performance

Insights, turned into impact

₹1 Cr invested in 2015 would’ve turned into (₹ 5.76 Cr)

Metal Equity Portfolio
₹ 5.76 Cr @ 17.25% IRR
13-Jul-2026
₹5.76Cr
+33.94% YoY
₹0₹1Cr₹2Cr₹3Cr₹4Cr₹5Cr₹6Cr201620182020202220242026

The strategy was backtested until 13 July 2026, with a model portfolio from 13 Jul ’15 – 13 July ’26. *Results shown are basis backtested results for our metal model portfolio; actual results may vary depending on market conditions and may or may not achieve projected numbers. *Past performance is not indicative of future results. Investments in the securities market are subject to market risks. Read all related documents carefully before investing.

Why Us

Expertise you can trust

Our team brings valuable experience from India’s leading banks — combining institutional expertise with a client-first approach to wealth management.

ICICI BankICICI Bank
Axis BankAxis Bank
YES BankYES Bank
ICICI BankICICI Bank
Axis BankAxis Bank
YES BankYES Bank

SEBI Registered Advisory

Trusted market research backed by SEBI-registered advisors, rigorous analysis, and over 15+ years of financial data expertise.

SEBI Registered Investment Adviser Certificate
“Clarity compounds faster than capital. Show a family everything they own, honestly — and good decisions follow on their own.”

Harshit Kumar — Founder & Principal Officer

WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • WEALTH IS FREEDOM • AN INVESTMENT EXPERIENCE CURATED AROUND YOUR LIFESTYLE • 

Ready when you are for

Private Wealth Consultation
Trend MoneyTrend Money
Contact
Contact@trendmoney.app
Registered Office
T-302, 3rd Floor, T-Tower, Homes-121, Sector-121, Dadri, Gautam Buddha Nagar, NOIDA, Uttar Pradesh, 201307
SEBI Office Details
SEBI Bhavan BKC, Bandra-Kurla Complex, Mumbai – 400051, Maharashtra, India
SEBI SCORES
scores.sebi.gov.in/scores-home
Smart ODR
smartodr.in/login
TREND REVERSAL RESEARCH & INVESTMENT ADVISORS PRIVATE LIMITED
SEBI Registration Number: INA000022181
BSE Enlistment Number: 2472
Date of Registration: 10 April, 2026
Principal Officer
Harshit Kumar
harshit@trendreversalresearch.com
Grievance / Compliance Officer
Ramita Bhasin
compliance@trendreversalresearch.com
Complaint DataCode of ConductEscalation MatrixInvestor Charter
Disclaimer
  1. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
  2. SEBI registration does not guarantee performance or returns.
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