Poonam Chhabria brings over two decades of expertise, having worked with leading institutions like Kotak, HDFC, and ICICI. Over the years, she observed that many financial interactions lacked the warmth and understanding clients truly deserve.
Her vision for TruVeda is rooted in a simple belief — money is not just about transactions, it’s about stories, ambitions, and possibilities. By combining deep market understanding with a personal touch, she ensures every client feels heard, valued, and supported.
Outside of work, Poonam is passionate about simplifying complex financial concepts on
and
, making them approachable and relevant to real life. She continues to help clients turn financial complexity into clarity — one thoughtful conversation at a time.
TruVeda is a boutique investment services distributor offering structured, personalised solutions focused on long-term relationships, transparency, and consistent support — helping you navigate investments, protection, and financial decisions with confidence and ease.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.