TrustPlutus Wealth (India) Pvt. Ltd.

Overview

TrustPlutus reports more than INR 19,500 crore in assets under care, a team of more than 100, and service to more than 850 families and individuals.⁴ The firm describes its platform as independent and open architecture, with a fiduciary approach to wealth management.¹

History

TrustPlutus Wealth reports its initial AMFI registration on 3 December 2010 under ARN 81449.² TrustPlutus Family Office & Investment Advisers (India) Private Limited has held SEBI investment-adviser registration INA000000557 since 18 December 2013.³

Timeline

1. 2010TrustPlutus Wealth reports its initial AMFI registration on 3 December 2010 under ARN 81449.
2. 2013TrustPlutus Family Office & Investment Advisers (India) Private Limited has held SEBI investment-adviser registration INA000000557 since 18 December 2013.

Leadership

Board leadership includes Utpal Sheth, Chairman and Chief Mentor; Nipa Sheth, Director; and Sameer Kaul, Managing Director and CEO.⁵ Chetan Pandya is Director and Portfolio Manager and has led the advisory practice since 2014.⁶

Services

TrustPlutus provides wealth management and investment advisory, proprietary wealth-management solutions, taxation support, and compliance support.⁷ Its wealth-management offering includes non-discretionary portfolio management, financing, real estate, protection, and offshore investment solutions.⁸ Legacy services include succession planning, next-generation education, and philanthropy support.⁹

The firm offers distribution, advisory, and non-discretionary portfolio management service models. Advisory fees apply under the advisory model.¹²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Private and alternative investments
• Cross-border planning

Client focus

TrustPlutus states that it serves families, family offices, enterprises, and eligible non-resident Indians.¹⁴

Approach

TrustPlutus says its investment process covers risk profiling, asset allocation, investment-solution selection, and periodic portfolio reviews.¹⁰ Its product-selection process includes identifying products, conducting due diligence and research, assessing client profiling and suitability, and carrying out review and monitoring.¹¹

Assets and minimums

TrustPlutus says there is no minimum investment required to begin a relationship. It expects each family to grow to at least INR 5 crore in assets under management through the firm.¹³

FAQs

Related resources

• LocationMultifamily offices in Mumbai

  Explore this Mumbai-focused directory to compare how local multifamily offices serve wealthy families, business owners, and non-resident Indians. It can help readers consider which regional providers offer services such as investment management, tax planning, estate planning, family governance, and private investments alongside TrustPlutus Wealth's India-focused context.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com provides guides on international trusts, cross-border ownership, and asset planning. These topics may help families and eligible non-resident Indians prepare questions about fiduciary structures, estate arrangements, tax coordination, and international assets when assessing a firm with cross-border planning services.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and community perspectives for single family offices and wealthy families. Readers can use it to understand common approaches to governance, education, philanthropy, investment oversight, and succession while considering whether an open-architecture adviser fits their family or enterprise needs.

• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client structure an initial conversation with a multifamily office. Topics can include investment philosophy, fees, fiduciary duties, tax and estate coordination, private investments, family education, and how the firm works with business owners or non-resident family members.

• Similar firmsFirst Assetz
  Alpha Capital
  Blue Ocean Multi Client Family Office LLP

  Reviewing First Assetz, Alpha Capital, and Blue Ocean Multi Client Family Office LLP gives readers additional firms to research on this site. Comparing their stated services, client focus, investment approach, and planning capabilities can help families and enterprises develop a clearer set of questions for TrustPlutus Wealth.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.