FREQUENTLY ASKED
QUESTIONS

Getting to know TrustPlutus

TrustPlutus is a multi family office that places our clients in the centre and recommends products and services that address client need(s), meet(s) suitability criteria from a risk and return standpoint and are priced with a value for money orientation. We believe in an open architecture and do not carry any bias in favour of our own products in our recommendations.

  • 01.   Risk Profiling

    We determine your risk profile and also determine your short and long term goals

  • 02.   Asset Allocation

    We create an asset allocation that is in-line with your risk profile

  • 03.   Investment advisory

    We recommend appropriate products that are aligned with your asset allocation irrespective of whether they are proprietary or third party managed

  • 04.   Portfolio Reviews

    All investments are consolidated and tracked. You can access all of your holdings through the portal or through our mobile app

Clients with TrustPlutus can transact through either of the two models:

Distribution model:

The client does not pay any advisory fee and TrustPlutus earns a share of fee from the product manufacturers. This applies to all products including Mutual funds, PMS, AIFs, Structured products and alternates.

Advisory model:

The client agrees to pay an advisory fee to TrustPlutus for the advice provided on the overall portfolio which includes Mutual funds, Direct equity advisory , PMS, AIFs, Structured products and alternates.

We are a registered investment advisor with SEBI under the SEBI (INVESTMENT ADVISERS) REGULATIONS, 2013. Our RIA registration number is INA000000557.

We are a licensed intermediary and your money is getting managed by the respective asset managers. We consolidate your entire relationships across manufacturers to give you a one glance statement of your portfolio. However, you have an independent access to all of your investments by going directly to the respective asset managers as well

'TrustPlutus Gratitude' is a loyalty program for TrustPlutus clients who avail of our services.

Clients accumulate reward points at the end of every calendar quarter.

The reward points can be redeemed through any of our third party partners with whom TrustPlutus has a partnership. TrustPlutus has a partnership with American ExpressTM. TrustPlutus customers who have an American ExpressTM card have an option of transferring the rewards to their American ExpressTM card.

MF: In the case of mutual funds, an investor issues a cheque/transfers funds in favour of the mutual fund scheme in which the investment is to be made.

PMS: Funds are transferred into a new bank account opened in the investors own name or into a pooled account of the PMS manufacturer.

Fixed Income: Funds are transferred to the bank account of the broker and securities are then credited to the investors demat account.

We also offer PoA services.

You can write to us at info@trustplutus.com

NRI's are eligible to invest. However specific conditions may need to be met depending on the repatriable/ non-repatriable nature of the investment as well as the domicile of the NRI client.

While there is no minimum size to initiate a relationship, we expect each family to grow to a minimum of INR 5 cr in assets under management/advice through us.