Wealth Management Process | How we work - TrustPlutus

Risk profiling

Risk profiling

Determine your risk profile and your short/long term goals using the Morningstar risk assessment questionnaire

Risk profiling

Asset Allocation

Asset Allocation

Asset Allocation

Portfolio diversification in line with your risk profile

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Investment Solutions

Products and services that are aligned with your asset allocation

Traditional products

Traditional products

Mutual funds (Direct & regular plans)

Capital markets

Capital markets

Equity Services
Derivative strategies

Fixed income

GOI / SOV
AAA / AA + / A
High Yield
Unrated / Unlisted

Structured products

Structured products

Fixed coupon / PR based
Principal protected / Non-Principal protected
Index / Single stock / Stock basket / Commodity based

Research & Execution Capabilities

Research & Execution Capabilities

Due diligence of investment opportunities
Fulfilment capability
Reporting capability (Portfolio analytics)
Mobile/Desktop interface

Real estate

Real estate funds
High yield NCDs
Real estate broking

Alternate investments

Alternate investments

PF / VC funds
Distressed funds
Structured credit

PMS / AIFs

Equity / Debt
Long-short funds
Long equity

Offshore

Investments approved under LRS

Portfolio Review

Portfolio Review

Portfolio Review

Get a complete picture and periodic review of your investments

Sample Portfolio Review

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Status of Investor Complaints

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

Customer Complaint Escalation Policy with Trust-Plutus Wealth (India) Private Limited AMFI Registration Number (ARN) 81449

Grievance Redressal/ Escalation Matrix-TrustPlutus Family Office & Investment Advisers (India) Private Limited »» Click here

Details of Investor Complaints for the month ending Sep 2025
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

Number of complaints received during month against the IA due to impersonation by some other entity:

Note: In case of any complaints received against the IA due to impersonation of the IA by some other entity, the IA may adjust the number of such complaints from total number of received/resolved complaints while preparing the above table. Further, IA must close such impersonation related complaints after following the due process as specified by SEBI/ IAASB.

^ Inclusive of complaints of previous months resolved in the current month.
# Inclusive of complaints pending as on the last day of the month
^ 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.

Monthly 2024-25 Monthly 2025-26 Annual Lodging of Complaint(s)

Note: 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 12/12/2028) having registered offce at 108, Balarama, Bandra Kurla Complex, Bandra East, Mumbai and correspondence address at 802, Naman Centre, G-Block, Bandra Kurla Complex, Bandra East, Mumbai-400051, Telephone no. +912262746000. Principal Officer and Compliance Officer of the Company is Mr. Sameer Kaul and Ms. Soumya Mahajan respectively. Contact Number of Principal Offcer-91+2262746078, Email: sameer.kaul@trustplutus.com, Contact Number of Compliance Offcer- +91 22 6274 6022, Email: soumya.mahajan@trustplutus.com . SEBI local offce address; SEBI Bhavan, Plot Number C4-A,G-Block, Bandra Kurla Complex, Bandra East,Mumbai-400051.

Investor Charter