About Us

TrendlineZ started its operations in 2010 but began taking a physical silhouette in 2013. Even before the company’s formal structure came into existence, TrendlineZ had established a strong customer base for itself. It was their faith and reliance on us which triggered the formation of TrendlineZ. Today’s financial markets offer prospects like never before and therefore, all the investors wish to make informed decisions to reap the benefits of the market. We proffer integrated financial solutions encompassing Research into Strategic Investments into various asset classes.

 

TrendlineZ is in the business of helping individuals & corporates to create Passive income.

Whereby, you can Focus on your work & we on creating another stream of income for you safely and sustainably.


We are an enthusiastic 6-year-old SEBI certified Research Analysis firm lead by 3 Directors, Harshul Vohra –Research Head who has experience of over 12 years in the Indian Financial Industry, Jai Vohra with 5 years experience in the Indian Banking Industry and Arpit Arora – with a diverse 8 year Financial Marketing and Market Research experience from London, UK. We and our professional team are here to help. More about the team here.


 

Key Services: Index Investing | Equity Portfolio | Independent Research

A service dedicated to individuals & corporates to help steadily grow wealth in the most growing and value-oriented asset classes in the Financial markets. We select the best available securities and put together a strategy that assures a higher risk-adjusted return. With the aim to diversify and secure your portfolio, our investment strategies are backed up with Technical and Fundamental Analysis.



Existing Clients


Our existing clients are High Net worth individuals as well as Corporate who are enjoying hassle-free return which is consistent and designed to the needs of each. 




Company Statement

Vision

Global Market leader in Asset Management for HNI


Culture

We at TrendlineZ are passion-driven professionals who encourage a friendly and healthy growth. Acknowledgment and appreciation are an integral part of our culture as we thrive to enhance the working atmosphere in our organization


Mission Statement  

The fastest growth in assets with distinctive performance in the industry

Core Values

  • Transparency – Honesty &Transparency is the best policy 
  • Consistency – Strong believe in delivering consistent  service first time, every time 
  • Punctuality – Time is more valuable than money. You can get more money but not more time
  • Promises – Don’t promise what we can’t deliver, but try to deliver more than what is promised
  • Quality – Quality differentiates great companies amongst good companies


Strategic Goals

  • Customer Service - Price and products can be copied but a strong customer service culture can only be envied 
  • Expectation Setting - Set basic expectations and plan to supersede them
  • Differentiation - Devise and offer distinctive and competitive products. Not something what market has but something market doesn’t know it wants 



The Team



Harshul Vohra

Head of Research & Development


Harshul Vohra originated TrendlineZ in 2010. It was his meticulousness, perseverance and thorough subject knowledge that he was able to put up a strong foundation of the firm.

His financial market analysis ranges from identifying investment opportunities to strategizing portfolios across various asset classes. He is also a member of the Association of International Wealth Management Of India.





Jai Vohra

Head of Risk Management Unit


Jai Vohra ensures smooth and swift internal functioning. He is an MBA (Banking and Finance) from Sikkim Manipal University and has worked in ICICI Bank as operations head for 3 years.

Jai takes care of trade operations and risk management systems. He works extensively on position sizing of the portfolio investments. In his guidance, all back end process is streamlined.







Arpit Arora Head of Marketing/Sales
Arpit Arora takes care of the investor's interest at the forefront. He concluded higher studies in Finance and Marketing from London to get a broader and global vision. With 7 years of International industry exposure in the Financial Services sector, Arpit was naturally inclined towards Research & Investing.

With a Vision to create a world-class firm, he co-founded TrendlineZ to chase his passion.