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Wealth Management

Your Trusted Multigenerational Partner in Wealth Creation

Tailored for high-net-worth individuals and families, Wealth Management at TRUST Group focuses on capital preservation, growth, and succession planning. Our debt services offer customized fixed-income portfolios and advisory solutions to secure capital preservation. In equity, we provide portfolio management and equity advisory services, designed to maximize growth through targeted strategies. Our real estate advisory services cover estate planning and succession, optimizing wealth transfer across generations.

What We Offer

Advisory services

  • Wealth management & Investment Advisory
  • Proprietary Wealth Management Solutions
  • Taxation
  • Compliance

Wealth management services

  • Non-Discretionary PMS
  • Financing
  • Real Estate
  • Protection
  • Offshore solutions

Legacy services

  • Succession planning
  • Next generation education
  • Philanthropy

Our Client Reach

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Institutional

Banks|Insurance Companies|Mutual Fund|FIIs


Semi-Institutional

PF|Co.Op. Banks


Non-Institutional

Corporates|HNI|Others


Online Platform

Retail|HNI