Trust Investment Advisors PMS strategies
Trust Investment Advisors runs 3 portfolio management strategies listed with APMI, managing ₹951 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Chanakya Wealth Creation Plan | Equity | Mr. Nishit Rathi | ₹788 Cr | +3.52% | -2.54 pts | — | ₹50 Lakhs | Sep 2026 |
| Trust Anchor | Multi Asset | — | ₹160 Cr | — | — | — | ₹50 Lakhs | — |
| Debt Portfolio Plan | Debt | — | ₹2.74 Cr | +36.65% | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS