For clients who need liquidity without liquidating long-term holdings, Truvestor Wealth facilitates loans against securities so portfolios can continue compounding while immediate cash needs are addressed.
This can be a practical solution for investors who want access to funds while retaining exposure to mutual funds, shares, or bonds already held in their portfolio.
Related Solutions
How This Service Supports Liquidity Planning
The key advantage is access to liquidity without forcing a premature exit from quality long-term investments.
- Loans against mutual fund units, shares, and bonds
- Flexible repayment and overdraft-style facility options
- Minimal Documentation with instant online processing option
- Liquidity planning aligned to broader wealth objectives
Why choose finance against securities over liquidation?
It can provide liquidity while allowing long-term investments to remain intact, subject to facility terms and client suitability.
Which assets can usually be used?
Commonly used securities include mutual fund units, listed shares, and certain bond holdings depending on lender norms.
Is the process documentation-heavy?
We aim to support facilities that involve streamlined documentation and efficient disbursal workflows where possible.