TrustPlutus Information

WEALTH MANAGEMENT WITH A CONSCIENCE TrustPlutus is a multi family office that places our clients in the centre and recommends products and services that address client need(s), meet suitability criteria from a risk and return standpoint and are priced with a value for money orientation. We believe in an open architecture and do not carry any bias in favour of our own products in our recommendations. Our aim is to become your trusted advisor and serve you and your family across generations Determine your risk profile We will ask you relevant questions to determine your risk profile using the "FinaMetricaTM"​ tool Help create an asset allocation that suits your risk profile We will create an asset allocation that suits your risk profile and allocate money as per the desired asset allocation Invest into recommended products Allocation is towards products that are thoroughly due diligenced and approved by our Investment Advisory Board Perform periodic portfolio reviews We periodically review your portfolio and track its performance versus our agreed goal