TrueMind

📊 TrueMind – Smarter Mutual Fund Investing

Understand your portfolio. Understand your risk. Understand your goals.

TrueMind is a comprehensive mutual fund investment, portfolio analytics and financial planning platform designed to help investors and advisors make more informed decisions.

💰 Invest & Monitor Your Portfolio

Get a consolidated view of mutual fund investments across schemes, AMCs and folios.

• 📈 Portfolio value & performance
• 💹 Absolute returns & XIRR
• 📊 Scheme, category & AMC allocation
• 🧾 Transaction history
• 💵 SIP & systematic investments
• 🏢 Equity, sector & industry exposure
• 🔍 Portfolio overlap & concentration
• 👨‍👩‍👧 Family-level investment insights

Go beyond knowing what you own — understand portfolio performance and potential risks.

🔄 Mutual Fund Transactions

TrueMind facilitates mutual fund investment workflows through the Indian mutual fund transaction ecosystem, including BSE Star MF and NSE NMF II.

Depending on configuration and permissions:

• Lump-sum investments
• SIP & Step-up SIP
• STP & SWP
• Switches & redemptions
• Mandate registration
• Transaction status & history

🧠 AI-Powered Portfolio Intelligence

TrueMind goes beyond traditional portfolio dashboards. Its analytical framework studies historical portfolio behaviour, volatility, drawdowns, correlations, benchmarks, market regimes and portfolio composition to highlight patterns and potential areas requiring attention.

📌 Portfolio Analysis

• Rolling returns & risk-adjusted performance
• Drawdowns & volatility
• Concentration & sector exposure
• Fund-level contribution
• Portfolio correlation & overlap
• Historical behaviour across market environments

🎯 Goal-Based Investment Planning

Connect investments with goals such as:

🏡 Home purchase • 🎓 Children's education • 👨‍👩‍👧 Family goals • 🏖️ Retirement • 💰 Wealth creation • 💵 Regular income • 🛡️ Emergency needs

Analyse your portfolio against your objectives and identify potential gaps.

🏗️ Portfolio Builder & Rebalancing

Build portfolios around your goals, investment horizon, risk profile, existing holdings, desired allocation and diversification.

TrueMind can analyse portfolio drift, concentration, overlapping schemes, changing risk characteristics and allocation deviations to identify when a portfolio may need review.

⚠️ Risk & Scenario Analysis

Investment returns are never guaranteed.

Explore potential downside scenarios using historical and statistical approaches, including:

📉 Drawdowns • 📊 Volatility • 🔗 Correlation changes • 🏭 Sector concentration • 🌪️ Market stress scenarios

These are analytical and decision-support tools — not guarantees or predictions of future returns.

🔎 Discover & Analyse Mutual Funds

• Search by index or benchmark
• Find funds with exposure to a stock
• Filter by investment characteristics
• Compare historical performance
• Analyse returns, drawdowns & risk
• Explore portfolio composition & sector exposure

🧪 Investor Risk & Behaviour Profiling

Understand your investment risk profile through psychometric and behavioural assessment.

Risk Capacity + Risk Tolerance + Goals + Portfolio

TrueMind helps evaluate investment decisions in the context of individual circumstances.

📰 News & Market Intelligence

Stay informed with mutual-fund and market information.

🤝 Built for Investors & Mutual Fund Professionals

TrueMind connects investors, advisors, Relationship Managers, Wealth Coaches and mutual fund distributors through one digital ecosystem.

Investing + Transactions + Portfolio Analytics + Goal Planning + Risk Analysis + AI + Distribution

🔐 Security & Human Oversight

TrueMind is designed with security controls including secure communications, encryption, authentication, role-based access, session management, data masking and transaction audit trails.

🚀 TrueMind

Invest smarter. Understand better. Plan with confidence.

Webite: https://wealthrightindia.com/