Building trust, one family's goals at a time
TrustVera Financial Services is a Pune-based financial consultancy led by Gaurav Soni. For over 11 years we've helped families invest with clarity, protect what matters and build lasting wealth.
Our Vision
To be the most trusted financial partner for families across Pune and beyond — known not for the products we sell, but for the goals we help people reach and the prosperity we help them create.
Our Mission
To deliver honest, goal-based financial advice that is simple to understand and easy to act on — combining disciplined planning, the right solutions and lifelong relationships built on transparency.
Gaurav Soni
The person behind the plan.
With over a decade of experience in the financial services industry, Gaurav Soni founded TrustVera Financial Services with a single purpose — to make personal finance simple, transparent, and truly personal.
Gaurav's journey began in 2014, spanning some of India's most respected financial institutions — ICICI Securities, Axis Mutual Fund, Mirae Asset Mutual Fund, and Groww Mutual Fund. His last corporate role as Branch Manager at Groww Mutual Fund, Pune, sharpened his ability to lead, advise, and deliver meaningful outcomes for investors at every stage of their financial journey.
That experience now powers everything TrustVera stands for.
Credentials you can count on
What we do at TrustVera
We work with individuals, families and businesses across the full spectrum of personal finance:
Our promise to you.
We don't lead with products. We start with your goals — your timeline, your risk appetite, your life — and build a plan around them. Every recommendation is unbiased, every conversation is honest, and every relationship is built to last.
Your goals. Our commitment. Wealth built on trust.
Our approach to your money
A clear, repeatable process that keeps your goals at the centre.
Understand
We start by listening — your goals, your family, your comfort with risk and your current finances.
Plan
We build a written, goal-based plan that connects every investment to a milestone with a timeline.
Implement
We put the plan to work across the right mix of funds, insurance and structures — simply and transparently.
Review
We meet regularly to track progress, rebalance and adapt as markets and your life evolve.
What sets us apart
Goal-based, not product-based
We start from your goals and recommend what fits — never the other way around.
One advisor, every solution
Mutual funds, PMS, insurance, retirement and estate planning under a single, coordinated roof.
A decade of trusted advice
Long-term relationships built on transparency, discipline and consistent reviews.
Always accessible
A real person who picks up the phone — on call, WhatsApp or in person at our Pashan-Sus Road office.
Book your Free Financial Review
Spend 30 minutes with Gaurav Soni to understand where you stand and what your money could do for you. One click and your request reaches our team — we'll call you back within a working day.
- A clear picture of your current finances
- Goal-based recommendations you can act on
- Zero pressure — advice first, products later
Get started in 30 seconds
Tap below, share a few details, and Gaurav Soni's team will call you back within one working day. No cost, no obligation.