Multi-Family Office, Wealth Management Firm in India

A transparent approach to wealth management

Wealth Management with a Conscience

CREATORSanjay Gupta, Business owner

A transparent approach to wealth management

Wealth Management with a Conscience

A transparent approach to wealth management

Wealth Management with a Conscience

ProfessionalAnupama Chopra, Columnist

A transparent approach to wealth management

Wealth Management with a Conscience

A transparent approach to wealth management

Wealth Management with a Conscience

InheritorRanjan Gogoi, Industrialist

A transparent approach to wealth management

Wealth Management with a Conscience

Status of Investor Complaints

TrustPlutus Family Office & Investment Advisers (India) Private Limited
SEBI Registered Investment Adviser
(Registration No. INA000000557)

Investor Charter

Details of Investor Complaints for the month ending Aug 2023
Sr. No.	Received from	Pending at the end of last month	Received	Resolved*	Total Pending#	Pending complaints > 3 months	Average Resolution time^ (in days)
1	Directly from Investors	0	0	0	0	0	0
2	SEBI (SCORES)	0	0	0	0	0	0
3	Other Sources (if any)	0	0	0	0	0	0
	Grand Total	0	0	0	0	0	0

^ Average Resolution time is the sum total of time taken to resolve each complaint in days,
in the current month divided +by total number of complaints resolved in the current month.
* Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month.

Monthly Annual Lodging of Complaint(s)

TrustPlutus Family Office & Investment Advisers (India) Private Limited
is registered with the Securities and Exchange Board of India ("SEBI") as a non-individual entity under the SEBI Investment Advisers Regulations 2013 bearing registration code number INA000000557 (validity till 12/12/2023) having registered office at 108, Balarama, Bandra Kurla Complex, Bandra East, Mumbai-400051 and correspondence address at 802, Naman Centre, G-Block, Bandra Kurla Complex, Bandra East, Mumbai-400051, Telephone no. +91 22 62746000. Principal Officer is Mr. Sameer Kaul, Director. Contact Number 91 22 6274 6078, Email: mail . SEBI local office address; SEBI Bhavan, Plot Number C4-A, G-Block, Bandra Kurla Complex, Bandra East, Mumbai-400051.

Status of Investor Complaints

For You Title

For you

TrustPlutus is an independent and trusted Wealth Management firm that focuses on your investment needs and the best way to meet those needs. We provide you with an open architecture platform for investing. We have a fiduciary responsibility to act in your best interest.

For You section Title

Your asset allocation

For You Title1

You-centric

For You Title2

Understand your goals

For You Title3

Your portfolio

Growth fuelled by families like you

2019 2020 2021 2022 2023

13,300Assets under our care (INR Cr.)

70 Our team strength

625 Families and individuals

What other families are saying

I gave TrustPlutus a chance to serve my family when they were just starting out. I truly appreciate the team based approach, the continuity of their staff, excellent service standards and trustworthy and honest recommendations from their team of specialists.

Professional

We have been working with TrustPlutus for the past four years and their balanced approach with a blend of conservatism and prudence has helped us navigate a credit crisis, a pandemic and yet come out with a superior post-tax return

Creator

We enjoy the quarterly reviews where we are updated on the performance of our portfolio and have a deep and proactive engagement across multiple levels of the firm where we discuss ideas and make decisions around portfolio construct and allocation

Entrepreneur

trusted Advisor Title

Investment Solutions suitable for you

	trusted Advisor List1 Customized Asset allocation
	trusted Advisor List2 Recommend Investments into suitable products
	trusted Advisor List3 Perform periodic portfolio reviews