Getting to know TrustPlutus
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.
1. Risk Profiling
Determine your risk profile and your short/long term goals
2. Asset Allocation
Portfolio diversification in line with your risk profile
3. Investment Solutions
Products and services that are aligned with your asset allocation
4. Portfolio Review
Get a complete picture and periodic review of your investments
Clients with TrustPlutus can transact through either of the three 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 services, PMS, AIFs, Structured products and alternates.
• Non-Discretionary PMS:
The client agrees to pay a Portfolio Management Fee for investing into a full suite of products across fixed income, equities and capital markets being managed in-house or by third party managers.
Trust-Plutus Wealth (India) Pvt. Ltd. is registered with AMFI bearing registration code number ARN-81449
TrustPlutus Family Office & Investment Advisers (India) Pvt. Ltd. is a registered investment advisor with SEBI under the SEBI (INVESTMENT ADVISERS) REGULATIONS, 2013. Our RIA registration number is INA000000557.
Trust Investment Advisors Pvt. Ltd. is registered with SEBI as a portfolio Manager since October 1, 2006 bearing registration number INP000001843.
A. Advisory Services
- Investment advisory
- Proprietary Wealth Management Solutions
- Tax advisory
- Compliance advisory
B. Wealth Management Services
- Real estate
- Offshore Solutions
C. Non-Discretionary PMS
- Trust Multi Asset
- Trust Consult
D. Legacy Services
- Succession planning
- Next Generation education
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
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.
NRI’s are eligible to invest. However specific conditions may need to be met depending on the repatriable/ non repatriable conditions 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 through us.