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Trustline Holding PMS – Review, Strategies, Returns, Charges & more

Trustline Holding PMS is a renowned portfolio management company in the southern states of the country with presence over all of the major cities as well.

The firm has been in the investment industry for long and gets to portfolio management in a few years more than the last one decade.

The article below will cover all the intricate details about the company, how it works, who are heads running the firm and making the crucial investment decision and how much you have to pay them in order to take their services and many such details which as an investor you would like to know.

So, this Trustline Holding Portfolio Management Services review is going to deliver all such information along with the analysis of the firm’s returns and commission model and other charges.PMS Offers


Trustline Holding PMS – Customer Ratings & Review

Ratings
Returns Performance3.2 / 5
Services3.1 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.2 / 5
Client Support3.1 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of Trustline Holding Portfolio Management Services

Find a detailed overview of the Trustline Holding portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationChennai, Tamil Nadu
LeadershipN. ArunaGiri
Yr. of Establishment2007

Trustline Holding Portfolio Management Services is a private organization led by N. Aruna Giri and it was established in the year 2007.

The firm has been putting all its efforts in order to deliver the best possible services for the investors and outperform each year.

Trustline Holdings started with the headquarters in the city of Chennai in Tamil Nadu and at present, it has acquired a great response and popularity amongst the investors of the city and in other parts of the country as well through its branches and operations.

The firm has a clear vision of investment objectives and they follow the same while performing the investments.

The investment firm has N. Ulaganathan as the director of the firm and Vijay Kumar as the research consultant while N. Aruna Giri being the founder and the leader of the firm holds the Managing Director’s position and also the Chief Investment Officer.

With a huge client base, this firm has been delivering phenomenal returns to the clients over a long period of time which makes them more attractive for the investors who are looking for investment.

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


Types of Trustline Holding PMS

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

The services of Trustline Holding PMS are categorized under two sections which are –

Discretionary services

Trustline Holdings when taking the full charge of the client’s portfolio then it is known as the discretionary services.

To elaborate the same, if you as an investor do completely rely on the fund manager for the portfolio of yours that is he only takes all the decision about your portfolio then you have to opt for this service.

Here, the fund manager does his own research and analysis and according to your risk-return profile, builds a portfolio and keeps on tracking it to generate the expected returns.

Non-Discretionary Services

Here you are the ultimate person who takes all the decision. The fund manager and the research consultant of the firm provide you consultation services for which they charge their commission and also tracks and implement your decision on the portfolio.

The decision about asset allocation, timing of investments, how much to invest and everything is decided by the investor himself.

The investor may give some prior guidelines about his portfolio and the way he wants it to be handled and the fund manager/s need to follow the same.


Trustline Holding PMS Fund Managers Details

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

Fund Manager’s Details
NameArunaGiri N
Experience21 yrs.
Highest QualificationC.F.A
AUM (in Cr.)Approx 300 cr
Number of Clients400+
Investment Tenure3yrs

The investors of Trustline Holding PMS Fund Manager trust him with all their investment because of huge experience in the investment industry and he is here for the last twenty-one years.

N. Aruna Giri is a CFA by qualification with more than 400 and above clients under his management. He is investing all their investments which is close to Rs. 300 crore if taken together.

The investment tenure of the fund manager is around 3 years on an average and changes to this are made according to the need of the portfolio.


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Trustline Holding PMS Strategies

The below table is providing details about the Trustline Holding portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

The main aspect behind the Trustline Holding PMS Strategies is intrinsic value. The firm provides two different kinds of the portfolio depending upon the risk profile of the investor.

Intrinsic Deep Value Fund

The first one is the Intrinsic DeepValue Fund that invests in the small-cap companies and the mid-scale ones which are deeply undervalued and have a high margin of safety as well. Here the primary concern is to preserve the capital investment and create wealth on the same.

From the investment universe of small and midcap funds, a certain number of stocks are selected who market value are lower than their intrinsic value and then the stocks are added to the portfolio for a certain amount of time close to 3 years and more when the stocks are anticipated to increase in price.

Intrinsic Floater Fund

The second portfolio type is known as the Intrinsic Floater Fund where the fund manager invests in such fund whose value will rise in short period of time due to certain corporate events in the company or in the industry that will impact the company’s share price. Here the strategy is applied using arbitrage method.


Trustline Holding PMS Returns / Performance

The below table is giving details about Trustline Holding PMS returns and performance-

Returns (CAGR)
3 Year7.5%
5 Year7.8%
7 Year9.1%
10 Year10.2%
11 Year Plus9.6%

If you see the above table and compare with other firms in the industry you might find that the returns for the last 3 years to 5 years are quite lower than the average in the market.

The 7-year return is quite good though and so is the ten years returns and above that period. So, it can be concluded that in the last few years the firm has been generating a sluggish return which is affecting the investor’s portfolio as well.


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Trustline Holding PMS Investment Plans

Below the given table is providing details about the Trustline Holding 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 Trustline Holding PMS Investment Plans are varied and well thought off. They have a plan for investors with any amount of investment budget whether it is as low as Rs. 25 lakhs or it can go up to any amount they want to invest.

For every plan, there is a particular investment bracket as you can see in the above table. The minimum investment has to be Rs. 25 lakhs which is the norm in the industry only.

The maximum amount of investment can be anything as much as the investor wants to invest. The investment brackets are made so that the commission can be fixed according to the brackets.


Trustline Holding PMS Fee Structure or Commission Slabs

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

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

The Trustline Holding PMS Fee Structure is standing on three pillars which are –

  • The prepaid commission is paid on the basis of the investment made. This is the amount which you invest in Trustline Holdings and according to the same you have to pay a commission as per the slabs.
  • The next is the volume% commission which is charged on the basis of the transactions you make out of the invested amount.
  • Finally, there is the profit-sharing % commission which is charged on the amount of profit generated by the firm for the clients.

Trustline Holding 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

The Trustline Holding PMS Prepaid Commission is more or less in sync with the market ratio only. The firm doesn’t charge anything exponential.

As you can check in the table above, the commission is more for the minimum investments when you raise the investment your commission lowers.

The commission for the first three brackets is actually a little higher than what other firms charge while when you surpass the Rs. 5 crore mark then you have to pay a commission which is quite on the lower end as per the market as well.


Trustline Holding PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.130% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.120% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.110% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.100% of Total Transaction Volume

The Trustline Holding PMS Volume% Commission is little on the higher side of the spectrum as you can see in the table it is more when the transactions are less and vice versa. So, in order to lessen your commission, you can increase the transaction volume in your portfolio.


Trustline Holding PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.1% of Profit
Profit Amount – 5L – 10L21.6% of Profit
Profit Amount – 10L – 50L20.6% of Profit
Profit Amount – 50L Plus18.0% of Profit

The Trustline Holding PMS Profit Sharing Commission is against the amount of profit the firm generates for the clients.

The table above shows how the commission varies across the slabs and it is minimum when the profit exceeds Rs. 50 lakhs limit.

The commission in this section is pretty much close to the market average for the same or a little higher for some of the slabs.


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Trustline Holding PMS Charges

The below-given table is giving information about Trustline Holding Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.62% – 0.92% of Asset Value
Brokerage Charges0.005% – 0.025% of Total Transaction Value
Custodian Charges0.18% – 0.32% of Asset Value
Depository Charges0.16% – 0.30% of Asset Value
Exit Load – within 12 months0.7% – 1.00% of Withdrawal Value
Exit Load – post 12 monthsFree

The Trustline Holding PMS Charges includes brokerage charges which are quite low from other PMS companies in the industry.

The upfront fees are at par with the market and the custodian fee is on the higher side of the scale. The deposit charges are required to be paid to the Trustline Holding only which is more or less average in the market.

If you want to withdraw any amount from the fund then the charges will be 0.7% to 1% which is little lower than what other firms charge and for withdrawals after 12 months, there is no exit load.


Trustline Holding PMS Benefits

Find the details about Trustline Holding 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 Trustline Holding PMS Benefits you will be entitled to when you become its client is –

  • You will be a part of a huge investment network with eminent and professional people working. The team is a highly qualified and huge experience they have in the investment market.
  • Variety of investment plans gives the scope for various investors to invest via Trustline Holding.
  • The commission model is simple
  • Portfolio view is offered along with the back office reports from time to time
  • There is a top-up facility on the investment
  • Email and SMS updates are available

Trustline Holding PMS Customer Care

The table given below is showing a detailed view of Trustline Holding PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 Times a month
Issue Resolving TAT17 working days

The Trustline Holding PMS Customer Care can be contacted via email and call. You can mail them any query and complaints. They take 17 working days to address and resolve any issue. The maximum time you can call the fund manager in a month is fixed at 6 times.


Trustline Holding PMS Conclusion

The Trustline Holding PMS Conclusion can be made as this firm is an experienced firm with a lot of accolades under its belt. It offers great valuable services at great prices.

The charges are not that high and the commission models are pretty justifiable for the returns it gives to the clients.


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