TrustPlutus
Group company of Trust Group
Mumbai multi-family office and SEBI-registered investment adviser (TrustPlutus Family Office & Investment Advisers) of the Trust Group; advisory, PMS and legacy services.
Identity
- HEADQUARTERS
- Mumbai, India
Investment approach
- STRATEGIES
- Public equities
Overview
TrustPlutus Family Office & Investment Advisers (India) Private Limited is a Mumbai-based multi-family office and SEBI-registered investment adviser (INA000000557), part of the Trust Group. It offers fee-based, product-agnostic wealth management and investment advisory with asset-allocation-led, open-architecture portfolios, a non-discretionary PMS and proprietary multi-asset strategies, plus tax, estate and succession, philanthropy, next-generation education and financing services through partners. Its website reports more than INR 19,500 crore of assets under its care and over 850 families and individuals as clients (a site counter, not a stated AUM figure).
People
Frequently asked questions
TrustPlutus is a multi family office based in Mumbai, India.
TrustPlutus invests not directly in companies. Capital origin: client families' capital. Stated strategies include public equities.
Key people at TrustPlutus include Utpal Sheth (Chairman and Chief Mentor), Nipa Sheth (Director), Sameer Kaul (MD & CEO) and Chetan Pandya (Director and Portfolio Manager).