SK

Sameer Kaul

MD and CEO

TrustPlutus

Mumbai, Maharashtra


Contact Information

Email
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Company Information

Company
TrustPlutus
Industry
financial services
Employees
84.0
Seniority
C suite
Annual Revenue
1741000.0

Technologies

Outlook Microsoft Office 365 Amazon AWS Amazon SES YouTube Mobile Friendly Facebook Custom Audiences Google Tag Manager Apache Ubuntu Google Analytics Google Play Android Uipath React Native Micro AI

Keywords

wealth management financial planning multi family office asset allocation financial advisory investment advisory tax advisory equity advisory real estate advisory multi-family office portfolio management risk profiling succession planning philanthropy investment solutions real estate services offshore investments non-discretionary pms compliance services proprietary wealth solutions next generation education customized investment solutions financial reporting client-centric approach open architecture model due diligence investment products capital markets structured products fixed income equity investments wealth preservation client relationship management insurance solutions life insurance health insurance general insurance regulatory compliance fiduciary responsibility investment performance tracking investment strategies alternative investment funds estate planning servicing high net worth individuals structured debt customized asset management financial literacy programs consolidated investment reports global investment opportunities family wealth solutions client advisory services investment risk management market research personal loans investment management financial services financial consulting consulting management consulting law practice legal services

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