TrustPlutus is a multi family office that places our clients in the centre and recommends products and services that address client need(s), meet 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 proprietary wealth management products in our recommendations.
Trust-Plutus Wealth Managers (India) Private Limited
is registered with AMFI bearing registration code number ARN-81449 with validity upto 02-12-2022 having registered office at 108, Balarama Premises, Bandra Kurla Complex, Bandra East, Mumbai-400051 and correspondence Address at 802, Naman Centre, G-Block, Bandra Kurla Complex, Bandra East, Mumbai-400051, Telephone : +91 22 62746000. Principal Officer is Mr. Sameer Kaul, Managing Director. Contact Number 91 22 6274 6078, Email: sameer.kaul@trustplutus.com
TrustPlutus Family Office & Investment Advisers (I) Pvt Ltd
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-51 and correspondence address at 802, Naman Centre, G-Block, Bandra Kurla Complex, Bandra East, Mumbai-51, Telephone no. +91 22 62746000. Principal Officer is Mr. Sameer Kaul, Director. Contact Number 91 22 6274 6078, Email: sameer.kaul@trustplutus.com. SEBI local office address; SEBI Bhavan, Plot Number C4-A, G-Block, Bandra Kurla Complex, Bandra East, Mumbai-400051.
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We will ask you relevant questions to determine your risk profile using the "FinaMetricaTM" tool
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We will create an asset allocation that suits your risk profile and allocate money as per the desired asset allocation
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Allocation is towards products that are thoroughly due diligenced and approved by our Investment Advisory Board
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We periodically review your portfolio and track its performance versus our agreed goal
We believe that we have a fiduciary responsibility towards our clients and need to recommend solutions that best serve the interests of our clients
Why TrustPlutus?We are committed to providing goal based investment advisory and family office structure through a scientific and disciplined process.
We determine your risk profile and also determine your short and long term goals
We create an asset allocation that is in-line with your risk profile
We recommend appropriate products that are aligned with your asset allocation irrespective of whether they are proprietary or third party managed
All investments are consolidated and tracked. You can access all of your holdings through the portal or through our mobile app