Trust
Consult Fund
- Fund Category
- Portfolio Management
- Sub Category
- Discretionary Portfolio Management Services
- Structure
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- Inception Date
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- Benchmark
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- Exit Option
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- Fund Manager
- Mr. Chetan Pandya
- Additional Information
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Investment Objective
Trust Consult is a solution for clients who prefer a customized asset allocation across various asset classes and solutions.Investment Strategy
In Trust Consult, the portfolio will be created in line with risk tolerance and risk expectations of client’s. We will follow an open architecture approach. Underline portfolio can consist off direct equities, direct debt, mutual funds, and unlisted securities.About Fund Manager
Chetan Pandya
Managing director & Principal Officer PMS (Prajana Advisors Private Limited)
25+ years in banking and investments, blending insight, simplicity, and resilience in client portfolio strategies.
Key Advantage
A Unique Investment Proposition
Type of Service
Discretionary Portfolio Management Services
Strategy
Multi-Asset
Types of Securities
Listed Equity, REITs, InvITs, Gold ETF, Debt, MF, Bonds. For liquidity or defensive considerations or pending deployment, the Portfolio Manager may invest in debt, money market instruments, mutual fund schemes or debt ETFs
Regulatory and Compliance Information
- Disclosure Document
- Client Agreement
- Risk Disclosures
- Performance Reporting
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Principal Officer Information
Mr. Chetan Pandya I chetan.pandya@prajana-alternatives.com I +91 22 6274 6000 / 6052
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Compliance Officer Information
Mr. Uddhavraj Yadav I uddhavraj.yadav@prajana-alternatives.com I +91 22 6274 6000 / 6052
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Custodian Information
Name of Entity: Prajana Advisors Private Limited
Registered Office Address: The Registered Office of the company situated at 109/110, 1st Floor, Balarama Premises, Bandra Kurla Complex, Bandra East, Mumbai- 400051.
Contact Person: Mr. Uddhavraj Yadav
Contact Number: +91 22 6274 6000 / 6052
Email Id: pms@prajana-alternatives.com
Other Information
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Contact Information
Name of Entity: Prajana Advisors Private Limited
Registered Office Address: The Registered Office of the company situated at 109/110, 1st Floor, Balarama Premises, Bandra Kurla Complex, Bandra East, Mumbai- 400051.
Contact Number: +91 22 6274 6000 / 6052
Email Id: pms@prajana-alternatives.com
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SEBI Registration Verification: Information and a link to verify the PMS firm's SEBI registration status add credibility will be added
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Broker List: A list of brokers with whom the firm is affiliated will be provided
Ready to Invest?
Get in Touch with Our Team.
