- Helpline: 7064439893
- Helpline: 7064439893
About Us
True Value Invest was established in Bhubaneswar with a clear purpose—to first understand a family’s financial aspirations, priorities, and circumstances, and then identify suitable investment solutions in that order. The founder spent over fifteen years in banking and financial services, where he often saw investment products being presented before understanding the investor.
Today, the practice serves more than 300 client families across Odisha and beyond, with over ₹110 crore under management. What has remained unchanged is the belief that a financial approach you can confidently explain to your family is far more valuable than chasing last year’s best-performing investment. Both principals are Certified Financial Planners (CFP®), ensuring the same high standards and disciplined approach for every client.
Sumant spent more than fifteen years in banking and financial services before establishing True Value Invest as an independent practice. His vision was to create a client-first firm focused on understanding each family’s financial aspirations before identifying suitable investment solutions.
He leads client relationships and oversees the firm’s overall direction. For many families, he is the person who understands their complete financial picture, helps them remain disciplined during changing market conditions, and supports them through important life events. Many clients have continued their association with him for nearly a decade.
Satya brings over a decade of experience from the asset management industry, having worked with ICICI Prudential AMC and HDFC AMC before joining the firm. His experience provides valuable insight into how investment products are structured, enabling careful evaluation of their suitability within a client’s overall financial framework.
He is also a SEBI-affiliated Investor Awareness Program Trainer, and his ability to simplify complex financial concepts makes every interaction clear and meaningful. Within the firm, he oversees goal-based financial assessments, asset allocation, and the discipline of periodic portfolio reviews.
A first meeting is a review of where you stand. There is no obligation and no cost.