- SEBI reg.
- INP000002254
- Services
- Discretionary
- Reported
- 30 Sep 2026
Trustline Holding
₹935 Cr
Assets under management
628 clients · 2 strategies · 30 Sep 2026
Trustline Holding managed ₹935 crore for 628 clients at 30 Sep 2026, across 2 strategies, most of it for domestic individuals and others. In September clients added ₹2.96 crore and withdrew ₹12.92 crore.
Key numbers
- SEBI registration
- INP000002254
- Discretionary AUM
- ₹935 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Intrinsic Series | Equity | ₹916 Cr | +20.39% | −2.33% |
| Floater | Hybrid | ₹18.91 Cr | +6.06% | −2.65% |
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 |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 552 | ₹804 Cr |
| Non-resident Indians | Discretionary | 66 | ₹119 Cr |
| Domestic corporates | Discretionary | 10 | ₹12.02 Cr |
Flows
- Inflow, Sep 2026
- ₹2.96 Cr
- Outflow, Sep 2026
- ₹12.92 Cr
- Net, Sep 2026
- −₹9.95 Cr
- Inflow, FY to date
- ₹29.44 Cr
- Outflow, FY to date
- ₹52.90 Cr
- Net, FY to date
- −₹23.46 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 Trustline Holding manage?
₹935 crore for 628 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Trustline Holding have?
628 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Trustline Holding offer?
It reported 2 to SEBI for 30 Sep 2026: Intrinsic Series, Floater.
Is Trustline Holding registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000002254.
Has Trustline Holding 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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