Wealth Management with a Conscience
TrustPlutus is an independent and trusted Wealth Management firm that focuses on your investment needs and the best way to meet those needs. The firm provides you with an open architecture platform for investing. TrustPlutus has a fiduciary responsibility to act in your best interest.
Sorted by 3-year return. Returns are TWRR, net of fees; CAGR above 1 year.
Debt Portfolio Plan
Multi-Asset
Chanakya Wealth Creation Plan
Large Cap
TRUSTPLUTUS FAMILY OFFICE & INVESTMENT ADVISERS (INDIA) PRIVATE LIMITED
On SEBI's register as on 1 Nov 2026. Check SEBI's register
Chetan Pandya
Fund managerDirector and Portfolio Manager
FRM, MBA (Finance)
With 25+ years across Investments and Banking, Chetan have led strategic roles in Investment Advisory, Institutional Sales, Product Strategy, and Asset Allocation, bringing a multi-asset perspective grounded in simplicity, discipline, and long-term value creation. His earlier stints with RBS, Motilal Oswal, Kotak Bank, and ICICI Bank shaped a deep understanding of markets, client behaviour, and portfolio construction. Since 2014, he has been leading the Advisory practice at TrustPlutus, serving families, family offices, and enterprises. The core of our work is long-term, framework-driven value creation through bespoke investment advice, holistic wealth planning, and disciplined asset allocation. Ranked among the Top 3 Financial Planners in Asia by PlanPlus (2016), his endeavour is to combine domain expertise with a structured decision-making philosophy, believing that data depth, behavioural awareness, and clarity of process are essential. We view volatility as different from risk and focus on building resilient portfolios through Bayesian-influenced frameworks that minimise behavioural pitfalls and amplify analytical strength with technology. He holds an MBA in Finance and is a Certified Financial Risk Manager (FRM).
Vishal Chandiramani
Chief Operating Officer
Vishal Chandiramani (CFA, CFP) is the COO of TrustPlutus, having led the Products business unit since November 2013. He brings over two decades of experience in financial services and consulting across sales, investment advisory, portfolio management, and research. Earlier in his career he held roles at Religare Macquarie Wealth Management, ASK Wealth Advisors, and McKinsey & Company. He holds an MBA from SP Jain Center of Management (Dubai/Singapore) and is accredited as a Chartered Financial Analyst (CFA Institute, USA) and Certified Financial Planner (FPSB, India).
Jayeeta Sen
Managing Partner
MBA (ICFAI Hyderabad), MBA (INSEAD)
Jayeeta is a seasoned private banker with over two decades of diversified experience spanning wealth management, asset management, insurance, and family-office advisory. She has been part of the UHNI private banking practice at TrustPlutus since November 2010. Her professional journey includes tenures at DSP Merrill Lynch, Birla Sun Life Distribution, and Aviva Life Insurance, equipping her with a comprehensive and multi-dimensional perspective on client needs, portfolio construction, and long-term wealth stewardship. She is widely recognized for her relationship-centric approach, disciplined execution, and an exceptional ability to build enduring relationships. Her forte is crafting bespoke strategies, demystifying financial complexities, and guiding intergenerational wealth creation and preservation. She holds a Master of Business Administration from ICFAI, Hyderabad, and an advanced two-year MBA from INSEAD, France.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Satwick Tandon
Managing Partner – Client Coverage (Mumbai)
B.Tech (IIT Bombay), PGM (IIM Lucknow)
Satwick has over two decades of Private Banking & Capital Markets experience with expertise in financial planning, investment strategy and portfolio management. He works with entrepreneurs, senior corporate leaders, professionals and corporates on their investment management requirements, helping them acquire, preserve and grow wealth. Satwick is responsible for Wealth Management at TrustPlutus. In the past, he has served as Market Director & Head of Investment Advisory at DSP Merrill Lynch Wealth Management and Executive Director and Head of International at Sanctum Wealth Management (ex RBS Coutts Private Banking business in India). Satwick is a B. Tech from Indian Institute of Technology Bombay and Post Graduate in Management from Indian Institute of Management, Lucknow.
Anisha Chopra
Client Coverage (New Delhi)
Anisha has over two decades of Private Banking experience of which 17 years have been with Citi. Prior to Citi, she was part of Bank of America's Corporate Banking team. Her experience covers the full spectrum of value added financial services including Structuring, Investment Management and Capital Markets. She has completed her Bachelor's degree in Economics from the Shri Ram College of Commerce (SRCC) Delhi and a Master's in Business Administration from the International Management Institute (IMI), Delhi.
Naushil Shah
Head of Research
MBA (JBIMS)
Naushil brings over two decades of rich and diversified experience in the financial services industry, spanning both sell-side and buy-side functions. He began his career as an equity analyst covering the IT and Telecom sectors, before transitioning into investment advisory and portfolio management, where he has spent the last six years delivering research-driven, client-centric investment solutions. Naushil's career trajectory includes analytical and leadership roles at Anand Rathi Share & Stock Brokers Ltd., Karvy Stock Broking, and Sunidhi Securities & Finance, culminating in his current role as Head of Research at TrustPlutus Wealth since April 2014. He is widely recognised for his disciplined analytical framework, deep market insight, and unwavering commitment to providing thoughtful, high-quality investment guidance to clients. Naushil holds an MBA from the Jamnalal Bajaj Institute of Management Studies (JBIMS), Mumbai.
Dipanjan Chowdhury
Client Coverage (Kolkata)
CFP, MBA (IISWBM Kolkata)
Dipanjan has over 17 years of work experience in Banking and Wealth Management with core competence in client engagement and Wealth Advisory for High Net worth Clients. Prior to joining TrustPlutus, Dipanjan was associated with RBS N.V. handling High Net worth Clients. Dipanjan is an Engineering Graduate from Bangalore University and an MBA from IISWBM Kolkata. Dipanjan is also a CERTIFIED FINANCIAL PLANNER from FPSB, India.
Hitesh Teckwani
Client Coverage (Bangalore)
CFP, PG in Marketing Management
Hitesh has over 20 years of experience in the Wealth Management industry in NRI Business, Branch Banking and Insurance. Prior to joining TrustPlutus, Hitesh was associated with RBS N.V., ABN AMRO Bank N.V., Tata AIG & HDFC Standard Life Insurance in various capacities. Hitesh is a Post Graduate in Marketing Management from Tolani Institute of Management Studies. Hitesh is also a CERTIFIED FINANCIAL PLANNER from FPSB, India.
Vaishali Lale
Client Coverage (Pune)
M.Sc (Biochemistry), Diploma in Marketing Management
Prior to joining TrustPlutus, Vaishali was associated with Wealth Advisors India Pvt. Ltd. where she was working as Vice President responsible for corporate wealth management for rest of Maharashtra region. Her areas of expertise also include retail banking and financial analysis. She has been instrumental in setting up Private banking business in Pune region. In her earlier assignments, she was associated with HDFC Bank, Aptech Limited and Sea Consortium (UK) Pvt Ltd, Singapore. Vaishali has completed her Master of Science with specialisation in BioChemistry from G.S. Medical College, Mumbai University. She is also a Diploma holder in Marketing Management from NIS, N.I.I.T (1996.)
Rishi Tiwari
Client Coverage (New Delhi)
MBA (Marketing)
Rishi Tiwari has over 2 decades experience across private banking and investment banking. Prior to joining TrustPlutus, Rishi was associated with ICICI Securities. In his earlier assignments, he was associated with HDFC Bank, Bank Sarasin, Merrill Lynch and Standard Chartered. Rishi has completed his Master's in Business Administration with specialization in Marketing from Faculty of Management Studies, Delhi University (2004).
Reshma Sawant
Business Planning & Analytics
MBA (Finance)
Reshma has over 15 years of experience in Financial and Accounting functions across leading organizations. Prior to joining TrustPlutus, Reshma was associated with Axis Private Equity Limited, a fully-owned subsidiary of Axis Bank. Reshma is a Commerce Graduate, an MBA - Finance from Welingkar Institute of Management Development and Research.
Khanika Anand
Human Resources
PG in Human Resources
Khanika Anand has over fifteen years of experience in the HR function. Prior to joining TrustPlutus, Khanika was associated with Star India and Cadbury India Pvt. Ltd. Khanika has post graduate degree in Human Resources from NMIMS, Mumbai.
Soumya Mahajan
Compliance Officer
Ms. Soumya Mahajan is the Compliance Officer at TrustPlutus. She has prior experience in regulatory and secretarial compliances for private and listed organisations, including contract drafting and getting a PSU listed on NSE and BSE. She holds a CS qualification (ICSI 2021), LLB (2019), and BBA from Panjab University (2016). Contact: jyotsna.dudye@trustplutus.com, +91 22 6274 6022.
Jyotsna Dudye
Compliance Officer
Bachelor's (Accounting and Finance), M.Com (Business Management)
Jyotsna Dudye possesses over seven years of professional experience in the investment advisory domain, with core competencies in compliance management, client reporting, and client servicing. She has been instrumental in overseeing regulatory requirements, ensuring strict adherence to applicable statutory and regulatory frameworks, and providing comprehensive support across operations and compliance functions. In her professional tenure, she has collaborated extensively with industry experts and senior leadership, contributing to process optimization initiatives and supporting the implementation of innovative solutions to enhance operational efficiency and service delivery standards. Jyotsna holds a Bachelor's degree in Accounting and Finance and a Master of Commerce in Business Management from the University of Mumbai.
Utpal Sheth
BoardChairman and Chief Mentor
Cost Accountant, CFA
CEO of Rare Enterprises, Asset Management arm of Rakesh Jhunjhunwala. Former Director of Insight Asset Management (India) Pvt. Ltd. - an equity research and portfolio advisory firm and HRS Insight Financial Intermediaries Pvt. Ltd. - a broking firm. Former Principal Relationship Manager of Investment Banking with Enam Financial Consultants Pvt. Ltd. Cost Accountant and CFA, ICFAI, India
Nipa Sheth
BoardDirector
Chartered Accountant, CFA
Promoter Director of Trust Group. Expanded Trust Group from being a distribution house of Debt Products in 2001 to a full fledged investment bank providing services across Origination, Intermediation, Advisory and Fund Management and Distribution.
Sameer Kaul
BoardMD & CEO
MBA
Sameer has spent 23 years working with Citibank in various roles across the consumer and institutional bank. He has had experience in Operations, has run the product management function for investment products, set up the insurance distribution business for the bank, ran the Mortgage business and was the head of the retail branch network for Citi in India covering wealth management and commercial banking products. In his last stint at Citi, Sameer ran the Private Bank which is the ultra high net worth practice providing coverage to clients across their wealth management and financing needs. Sameer has a Bachelors Degree in Economics from the University of Delhi and has done his MBA with concentration in Marketing and Finance from the University of Illinois at Urbana Champaign, USA.
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