Can you help with insurance planning?

Absolutely. We offer health, term, motor, travel, cyber, fire, group mediclaim and business insurance, matched to your needs as part of a comprehensive investment advisor strategy.

What are your office hours and how do I reach you?

Monday to Friday 10:00 AM to 5:40 PM and Saturday 9:00 AM to 2:00 PM. Visit 113 E Crystal Plaza, Andheri West, Mumbai, or call 9920421396.

What makes your investment advisor process different from others in Mumbai?

With 30+ years of experience and over 1,500 clients guided, our investment advisor process is deeply personal and holistic. We create a complete financial roadmap covering investments, insurance, tax efficiency, retirement and estate planning, all reviewed regularly.

Best Investment Advisor in Mumbai | DHS Trrue Wealth Management Consultancy

About Us

Your trusted investment advisor in Mumbai — DHS Trrue Wealth.

Introduction to Our Investment Advisory Firm

DHS Trrue Wealth Management Consultancy Pvt. Ltd. is a premier investment advisor firm based in Mumbai, established in 1993. With over three decades of experience as a trusted investment advisor, we have been guiding individuals, families, and businesses towards their financial goals through comprehensive wealth management solutions. Our client-first approach combines deep market expertise with personalized financial planning strategies to help you navigate every aspect of your financial journey with confidence.

We understand that every individual's financial situation is unique. That is why our investment advisor process begins with listening — understanding your aspirations, assessing your current financial health, and then crafting a tailored roadmap that addresses your specific needs. From wealth creation and investment advisory to insurance solutions and retirement planning, our team of experienced investment advisor professionals provides end-to-end financial planning under one roof, making us the preferred investment advisor choice for clients across Mumbai.

Our Core Purpose

To Create A Breakfree Life By Making People Live Their Full Potential

Our Values

Core values that guide our investment advisor practice.

Bring Financial Freedom

As your investment advisor, we empower you to achieve financial independence through strategic financial planning and disciplined implementation of wealth creation strategies that stand the test of time.

Contributing in Success of Every Individual

Our investment advisor team is committed to the success of each client we serve, tailoring our approach to your unique circumstances, goals, and aspirations.

Creating Entrepreneurs Who Are Rich Internally & Externally

We nurture not just financial wealth but also the mindset and values that create holistic success in business and life through purpose-driven investment advisor guidance.

Convert Vision Into Reality

Our investment advisor team transforms your financial dreams into tangible outcomes through structured financial planning, consistent action, and regular portfolio reviews.

Leave Our Mark

As a responsible investment advisor, we strive to create lasting positive impact on our clients' lives, their families, and the broader community through our dedicated advisory work.

Creating Entrepreneurs Who Are Rich Internally & Externally

We believe true wealth encompasses both material prosperity and inner fulfillment, and our investment advisor guidance helps clients achieve both dimensions of richness.

Meet the Founder

Led by CMD Hittesh Shaah — three decades of investment advisor expertise.

Hittesh Shaah

CMD & Founder

DHS Trrue Wealth was built on one conviction — that sound money advice should be personal, honest and life-changing. Under the leadership of CMD Hittesh Shaah, the firm has spent more than three decades as a trusted investment advisor in Mumbai, guiding over 1,500 individuals, families and business owners toward genuine financial freedom.

Hittesh Shaah's philosophy goes beyond returns. He believes true wealth is created when clients gain the direction to set clear goals, the confidence to stay the course, and the capabilities to break free from financial worry. That belief shapes every plan DHS Trrue Wealth writes — a client-first, transparent investment advisor process that has earned the loyalty of Mumbai families across generations.

From wealth management and tax-efficient investing to insurance, retirement and estate planning, his hands-on approach ensures every client receives an honest roadmap built around their life — not a product pitch.

DirectionConfidenceCapabilitiesBreakfree

Hittesh ShaahCMD & Founder, DHS Trrue Wealth

Our Financial Solutions

Comprehensive investment advisor services in Mumbai — under one roof.

Four pillars that cover your entire financial life, from creating wealth to protecting the people and assets that matter most. Every solution is backed by decades of investment advisor expertise.

01 — Grow

Wealth Management

Goal-based financial planning that turns ambition into a clear, actionable strategy for the long term. As your investment advisor, our wealth management approach is designed to grow and protect your assets simultaneously.

Financial Planning
Wealth Creation
Investment Advisory
Tax-Efficient Strategies

02 — Invest

Investment Solutions

A curated mix of instruments matched to your risk profile and time horizon, integrated into your broader investment advisor framework for optimal returns.

Mutual Funds
Govt. & Corporate Bonds
PMS / AIF / SIF
Retirement Investing

03 — Creating Financial Freedom

Insurance Solutions

An essential pillar of any sound investment advisor strategy — cover the gaps before they cost you, for your health, family, vehicles and business.

Term & Health
Mediclaim
Motor · Travel · Fire
Cyber Crime
Group Mediclaim
Workmen Compensation
Factory & Office

04 — Plan Ahead

Future Planning

Prepare for life's milestones with structured, inflation-aware investment advisor planning that ensures your future goals are funded regardless of market conditions.

Retirement Planning
Child Education Funding
Estate Planning
Business Financial Planning

Our Investment Approach

A structured investment advisor path to financial success.

Every engagement follows the same disciplined investment advisor sequence — no shortcuts, no surprises.

Financial Goal Assessment

We start with your life — what you're building toward, by when, and why it matters. This foundational step of our investment advisor process ensures every recommendation is goal-aligned.

Risk Profile Analysis

A clear-eyed look at your comfort with risk, liquidity needs and existing commitments — critical to crafting an investment advisor strategy that you can stick with.

III

Customized Financial Strategy

A written investment advisor plan integrating investments, insurance and tax — designed around you alone, with clear milestones and review dates.

Investment Execution

We put the investment advisor strategy to work with the right instruments, paperwork handled end to end, so you can focus on your life.

Regular Review & Optimization

Markets move and so does life — we review and rebalance your investment advisor strategy so your plan stays on course through every season.

Why Clients Trust Us

Why DHS Trrue Wealth is the preferred investment advisor — experience, integrity, results.

Experienced Advisors

Decades of hands-on investment advisor expertise across market cycles in Mumbai.

Personalized Solutions

Every investment advisor strategy is tailored to your goals — never a one-size-fits-all template.

Transparent Guidance

Clear, honest and unbiased investment advisor advice. Costs and risks explained upfront.

Wealth Preservation

We help protect and grow your assets through proactive investment advisor planning, so they outlast every uncertainty.

Comprehensive Services

Investments, insurance, retirement and estate planning — all investment advisor needs in one place.

Long-Term Partnership

We support your investment advisor journey through every stage of life, adjusting as your needs evolve.

Who We Serve

Your investment advisor, shaped to your world.

Individuals

Personal investment advisor and wealth creation guidance, tailored to your stage of life and income level.

Families

Long-term wealth preservation and investment advisor security for the generations after you.

Business Owners

Risk management, insurance and business investment advisor planning that protects the enterprise you've built.

Professionals

Tax-efficient investments and disciplined investment advisor planning for retirement, designed for busy schedules.

Client Voices

Stories of investment advisor growth & trust.

Real Mumbai clients, real results — across investments, insurance and life's big milestones, all powered by our investment advisor expertise.

Their investment advisor guidance helped us reach our investment goals systematically — every step was planned, no surprises. We feel confident about our future now.

Priya Shah

Homemaker, Mumbai

★★★★★

Transparent advice and excellent portfolio management. As our investment advisor, they set up an SIP and insurance plan for my startup team that saved us significant money.

Anil Kulkarni

Entrepreneur, Andheri

★★★★★

A trusted investment advisor for our family's future. Their step-by-step plan covered my daughter's overseas education down to travel insurance — truly comprehensive.

Meera Iyer

Bank Manager, Mumbai

★★★★★

Frequently Asked Questions

Investment advisor questions, our answers.

An investment advisor helps you build a personalized financial planning strategy to manage investments, reduce financial risks and reach your long-term goals efficiently — with discipline and accountability you may not maintain alone. Professional investment advisor guidance ensures nothing falls through the cracks.

Yes. As your investment advisor, we provide customized retirement planning that factors in inflation, timelines and future expenses, so you can build a secure and financially independent future. Retirement planning is a core component of our investment advisor process.

Absolutely. We offer a full range of insurance solutions including health, term, motor, travel, cyber, fire, group mediclaim and business cover — matched to your real needs as part of a comprehensive investment advisor strategy.

Yes. As your investment advisor, we review and optimize portfolios regularly, based on market conditions and your changing financial goals — so your strategy never drifts off course. Regular reviews are a cornerstone of our investment advisor approach.

We're open Monday to Friday, 10:00 AM – 5:40 PM, and Saturday 9:00 AM – 2:00 PM (Sunday closed). Visit us at 113 E Crystal Plaza, Andheri West, Mumbai, call 9920421396, or message us on WhatsApp for investment advisor consultations.

With 30+ years of experience and over 1,500 clients guided, our investment advisor process is deeply personal and holistic. We don't just sell products — as a dedicated investment advisor, we create a complete financial roadmap covering investments, insurance, tax efficiency, retirement and estate planning, all reviewed regularly to keep you on track.

Best Investment Advisor in Mumbai — DHS Trrue Wealth Management Consultancy.

Your trusted investment advisor in Mumbai — DHS Trrue Wealth.

Introduction to Our Investment Advisory Firm

Our Core Purpose

Core values that guide our investment advisor practice.

Bring Financial Freedom

Contributing in Success of Every Individual

Creating Entrepreneurs Who Are Rich Internally & Externally

Convert Vision Into Reality

Leave Our Mark

Creating Entrepreneurs Who Are Rich Internally & Externally

Led by CMD Hittesh Shaah — three decades of investment advisor expertise.

Comprehensive investment advisor services in Mumbai — under one roof.

Wealth Management

Investment Solutions

Insurance Solutions

Future Planning

A structured investment advisor path to financial success.

Financial Goal Assessment

Risk Profile Analysis

Customized Financial Strategy

Investment Execution

Regular Review & Optimization

Why DHS Trrue Wealth is the preferred investment advisor — experience, integrity, results.

Experienced Advisors

Personalized Solutions

Transparent Guidance

Wealth Preservation

Comprehensive Services

Long-Term Partnership

Your investment advisor, shaped to your world.

Individuals

Families

Business Owners

Professionals

Your investment advisor across Mumbai.

Stories of investment advisor growth & trust.

Investment advisor questions, our answers.

Meet your investment advisor — start today.

Partner with the right investment advisor.