- SEBI reg.
- INP000001843
- Services
- Discretionary, Non-discretionary, Advisory
- Reported
- 30 Sep 2026
Trust Investment Advisors
₹12,039 Cr
Assets under management
83 clients · 2 strategies · 30 Sep 2026
Trust Investment Advisors managed ₹12,039 crore for 83 clients at 30 Sep 2026, across 2 strategies, most of it for provident funds (EPFO). In September clients added ₹1.10 crore and withdrew ₹8.75 crore.
Key numbers
- SEBI registration
- INP000001843
- Discretionary AUM
- ₹791 Cr
- Non-discretionary AUM
- ₹10 Cr
- Advisory assets
- ₹11,238 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Chanakya Wealth Creation Plan | Equity | ₹788 Cr | +0.10% | −7.09% |
| Debt Portfolio Plan | Debt | ₹2.80 Cr | +16.84% | +3.81% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Provident funds (EPFO) | Advisory | 11 | ₹10,881 Cr |
| Domestic corporates | Discretionary | 11 | ₹421 Cr |
| Domestic individuals and others | Advisory | 15 | ₹251 Cr |
| Domestic individuals and others | Discretionary | 33 | ₹249 Cr |
| Non-resident Indians | Discretionary | 6 | ₹122 Cr |
| Domestic corporates | Advisory | 6 | ₹106 Cr |
| Domestic corporates | Non-discretionary | 1 | ₹10 Cr |
For the advisory service, AUM is the assets it advises on.
Flows
- Inflow, Sep 2026
- ₹1.10 Cr
- Outflow, Sep 2026
- ₹8.75 Cr
- Net, Sep 2026
- −₹7.65 Cr
- Inflow, FY to date
- ₹16.37 Cr
- Outflow, FY to date
- ₹10.40 Cr
- Net, FY to date
- ₹5.97 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Trust Investment Advisors manage?
₹12,039 crore for 83 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Trust Investment Advisors have?
83 clients at 30 Sep 2026, mainly provident funds (EPFO), domestic corporates, domestic individuals and others.
Which PMS strategies does Trust Investment Advisors offer?
It reported 2 to SEBI for 30 Sep 2026: Chanakya Wealth Creation Plan, Debt Portfolio Plan.
Is Trust Investment Advisors registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000001843.
Has Trust Investment Advisors had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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