Trust Investment PMS – Review, Strategies, Returns, Charges & more

Trust Investment PMS is ranked to be one of India’s leading full service broking house which offers one of the greatest Portfolio Management Service in  the country.

The company’s partnership with clients includes capital market services, investment banking, asset management and advisory, family office advisory needs and wealth management.

We provide an in-depth analysis on Trust Investment Portfolio Management Services and its Strategies, Commission Models, Yearly Returns, Benefits and much more.

PMS Offers

Trust Investment PMS – Customer Ratings & Review

Find Client ratings of Trust Investment Portfolio Management Services –

Returns Performance3.5 / 5
Services3.4 / 5
Charges3.5 / 5
Experience3.3 / 5
Strategies3.2 / 5
Client Support3.4 / 5
Overall Ratings3.4 / 5
Star Ratings★★★★★

Overview of Trust Investment Portfolio Management Services

Find a detailed overview of the Trust Investment portfolio management service in the table given below-

Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipNipa Utpal Sheth
Yr. of Establishment2006

The Trust Investment is a well-known portfolio management service which provides solutions and services. This is a private based company whose registered location is in Mumbai, Maharashtra. Nipa Utpal Sheth established the Trust Investment PMS in the year 2006.

Now, we will have a discussion about Trust Investment portfolio management service company review, its PMS returns, PMS charges and more.

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    Types of Trust Investment PMS

    There are 2 types of Trust Investment Portfolio Management Services –

    Types of PMS

    Trust Investment PMS works on both the PMS types such as Discretionary and Non-Discretionary.

    It has been seen that most of all the clients tend to go for Discretionary PMS as in this kind of PMS; the investment portfolio is totally managed by the fund managers.

    On the other hand there are some clients who prefers for going for Non- Discretionary as they feel more reliable to consult their own preferred consultancy to make some useful investment decisions.

    Trust Investment PMS Fund Managers Details

    The table given below is providing the entire details about the fund manager of Trust Investment PMS company.

    Fund Manager’s Details
    NameNipa Utpal Sheth
    Experience17 Yrs
    Highest QualificationCFA
    AUM (in Cr.)560 Cr.
    Number of Clients194
    Investment Tenure3yrs

    The Trust Investment PMS Fund Managers are huge in number who handles portfolio of all clients. But among all of them, Nipa Utpal Sheth stands out to be the most prolific one.

    Nipa Utpal Sheth has 17 years of experience as a director in the company. Ms Nipa Utpal Sheth is honoured with the degree of CFA. The Fund Managers of Trust Investment PMS hold Rs 560 cr as AUM and handle 194 clients.

    It has been noticed that investment tenure in the broking house is at least a period of 3 years.

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    Trust Investment PMS Strategies

    The below table is providing details about the Trust Investment portfolio management service strategies-

    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    The broking house already has all types of strategies for the clients. The PMS strategies make use of Large CAP Strategy, Diversified Strategy and Small-Midcap Strategy.

    The broking house provide the following Trust Investment PMS Strategies for the clients-


    In this fast-evolving fixed income market, Trust Investment house provides value added access to both platform including Wholesale Debt market and Debt Derivative for the large and varied set of clients.

    The value added access encloses credit, interest rates, securitization products and services.


    This broking house focus mainly on intermediation services which is applied for the institutional clients and HNI’s. All the trades are executed from the broking house through both ways, in cash and derivatives market.

    This kind of strategy is well supported by access to insightful differentiated research, placement of high value trades, corporate management.

    Real Estate

    The broking house tends to offer all kind of financing solutions across the life cycle. The financing solutions are provided to the residential, commercial and mall real estate developers both at company and project level.

    Trust Investment PMS Returns / Performance

    The below table is giving details about Trust Investment PMS returns and performance-

    Returns (CAGR)
    3 Year8.7%
    5 Year9.5%
    7 Year12.5%
    10 Year7.3%
    11 Year Plus9.7%

    All clients seek for getting a good rate for their investments and the broking house promises to offer a satisfactory Trust Investment PMS Broking house for the clients.

    This broking house can easily beat 10 years Mutual Fund Returns. The performance of the company for 3 years is around 8.7%, for 5 years it is 9.5%, for 7 years it is 12.5%.

    With performance for 10 years, the Trust Investment PMS return is 7.3% whereas with more than 11 year, the PMS return is 9.7%.

    This is the kind of return rate which motivates the clients to choose Trust Investment PMS.

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    Trust Investment PMS Investment Plans

    Below the given table is providing details about the Trust Investment portfolio management service investment plans.

    Investment Plans
    Bronze (25L – 50L)Yes
    Silver (50L – 1 Cr.)Yes
    Gold (1 Cr. – 5 Cr.)Yes
    Platinum (5 Cr. Plus)Yes

    The broking house PMS offers different kinds of Investment slabs for the clients. The minimum investment amount that is mandatory for this broking house PMS is Rs 25 lakh.

    The Trust Investment offers Trust Investment PMS Investment plans at all ranges. The Bronze Plan starts with the range of INR 25 lakh to INR 50 lakh.

    The Gold Plan is available for the range of Rs 50 lakh and 1 crore. The Gold Plan can be sealed by investing in between Rs 1 crore and 5 crore.

    The clients, who choose to invest for more than Rs 5 crore, can seize the Platinum plan.

    Trust Investment PMS Fee Structure or Commission Slabs

    Find the details about the types of commission models or fees structure offered by Trust Investment PMS house are as follows-

    Commission / Fees Structure
    Prepaid CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    The broking house PMS provides a decent fee structure. The Trust Investment PMS Commission is classified into 3 types of categories- Prepaid Commission, Volume% Commission and Profit Sharing% Commission.

    Trust Investment PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.35% of Investment
    Investment  – 50L – 1 Cr.1.20% of Investment
    Investment – 1 Cr. – 5 Cr.1.00% of Investment
    Investment – 5 Cr. Plus0.80% of Investment

    In the Trust Investment Portfolio Management Services Prepaid Commission, an advance payment is needed to be done prior the actual tenure. The amount of investment that is done by the client is depended on the commission model.

    When an investments fall between Rs 25 lakh and 50 lakh, then the prepaid commission that is required to be paid is 1.35% of investment.

    If an investment falls somewhere between 50 lakh and 1 crore, then the prepaid commission needed to be paid is 1.20% of investment.

    When the invest stays between Rs 1 crore and Rs 5 crore, then the prepaid commission that is needed to be paid is 1.00% of investment.

    The investment when at some point goes beyond the value of Rs 5 crore, and then the management fees would be 0.80% of investment.

    Trust Investment PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.122% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.112% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.102% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.088% of Total Transaction Volume

    The Fees Structure of the Volume% Commission is depended on the Fund Manager’s overall transaction that is done.

    When the yearly transaction volume stays between Rs 25 lakh and 50 lakh, then the management fees required to pay is 0.122% of total transaction volume.

    If the transaction volume is somewhere between 50 lakh and 1 crore, then the management fees needs to be paid is 0.112% of total transaction volume.

    As per Trust Investment Portfolio management Services Volume Commission, when an investment starts from 1 crore and upto 5 crore, then the charge is 0.102% of total transaction volume.

    When the transaction volume beats the value over Rs 5 crore, the Management fees that is charged by Trust Investment PMS is 0.088% of total transaction volume.

    Trust Investment PMS Profit Sharing% Commission

    The table given below is showing details about profit sharing% commission model-

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L22.5% of Profit
    Profit Amount – 5L – 10L20.9% of Profit
    Profit Amount – 10L – 50L18.5% of Profit
    Profit Amount – 50L Plus15.9% of Profit

    The Trust Investment PMS Profit Sharing Commission is a very suited and reliable model for the investors. After the profit is realized, the investor pays the Management fee in this type of model.

    In the Profit Sharing Commission model, a very high percentage of commission is charged whereas the risk involved is low.

    When the profit scales up between Rs 2.5 lakh and 5 lakh, then the profit sharing is 22.5% of profit, if the profit stays between 5 lakh and 10 lakh, then the profit sharing is 20.9% of profit.

    The profit sharing becomes 18.5% of portfolio that achieves profit in a range of Rs 10 lakh and 50 lakh. 15.9% is the Profit volume that is shared with the PMS house for the profit more than 50 lakh.

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    Trust Investment PMS Charges

    The below-given table is giving information about Trust Investment Portfolio Management Service Charges-

    Management FeesAs per commission model
    Upfront Fees0.65% – 0.84% of Asset Value
    Brokerage Charges0.007% – 0.032% of Total Transaction Value
    Custodian Charges0.16% – 0.31% of Asset Value
    Depository Charges0.15% – 0.25% of Asset Value
    Exit Load – within 12 months0.82% – 1.18% of Withdrawal Value
    Exit Load – post 12 monthsFree

    Above the commission fees, the following Trust Investment PMS charges are required to be paid to the Trust Investment PMS Group:

    Management Fees: The management fees of the Trust Investment PMS would be according to the commission model that is agreed mutually between the PMS team and the client.

    Upfront Fees: An upfront fee in the broking house is more like a prepaid value that is needed to be paid beforehand. The charge in upfront fees ranges between 0.65% and 0.84% of Asset Value.

    Brokerage Charges: Trust Investment PMS also charges brokerage ranging from 0.007% to 0.032% of Asset value to the investors for all the transactions that is done by the Fund Managers.

    Custodian Charges:  The Custodian charges are available in the broking house for the clients. The Custodian charges stays between 0.16% and 0.31% of Asset Value.

    Depository Charges: The Depository charges ranging between 0.15% and 0.25% of Asset Value are available in the company.

    Exit Load: The clients who prefer to withdraw money from their account within 12 months will be charged to pay exit load ranging between 0.82% and 1.18% of withdrawal value. On the other hand, withdrawing money after 12 months would be free.

    Trust Investment PMS Benefits

    Find the details about Trust Investment PMS advantages in the table given below-

    Benefits / Advantages
    Top-up FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    The Trust Investment PMS offers a wide range of benefits for the clients:

    • Firstly, the company offers the top-up facility for clients to experience huge satisfactory while investing.
    • The company even ensured to provide a full access to the back office login for the clients so that the clients can go through their investment portfolio to check entire details and reports.
    • The client as per their convenience can get all the required updates regarding all the transaction that happens in their portfolio account through SMS and Email update.
    • The Trust Investment PMS benefit the clients with offering flexible Commission model and Investment Plans.
    • The Trust PMS house has massive experience in the asset management sector.

    Trust Investment PMS Customer Care

    The table given below is showing a detailed view of Trust Investment PMS Customer Care.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 10 Times a month
    Issue Resolving TAT21 working days

    The Broking PMS provide excellent Trust Investment Portfolio Management Services Customer Care support to all of their clients for their convenience.

    The clients are allowed to call directly in case of any kind of queries or to resolve any issues. The Email Support is activated for the clients and the clients can also take support from the Relationship manager that is provided by the PMS house.

    Clients have the facility of calling 10 times a month to the fund manager. This broking house takes 21 working days for resolving TAT issue.

    Trust Investment PMS Conclusion

    The strategies provided by the Trust Investment PMS have been given some of the excellent and satisfactory result to all of its clients.

    As Trust Investment PMS Conclusion, the company offers a wide range of benefits like providing top-up facility, Email update, SMS update, back office report facility, flexible investment plans and much more.

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