Founded in 2012, Plutus Capital is a Gurgaon based SEBI registered Investment Advisory Firm providing wealth and stock advisory services. Our focus is the Indian capital market, and we cater to family offices and individuals from India and globally.

1. PLUTUS CAPITAL
SEBI Registered Investment Advisor
MARCH 2022
Private & Confidential – FOR INTENDED RECIPIENT ONLY
www.plutuscapital.co

2. Investment Advisor
Founded in 2012, Plutus Capital is a SEBI
registered Investment Advisory Firm
providing wealth and stock advisory
services. Our focus is the Indian capital
market, and we cater to family offices and
individuals from India and globally
Ankur Kapur, CFA, CFP
Ankur Kapur is the founder of Plutus Capital, an
independent investment advisory firm. Ankur has
over 17 years of experience in the financial
services industry and is passionate about making
a positive impact on his clients’ lives.
Investors find confidence in knowing that Plutus
Capital uses a carefully structured process for
choosing investments and aiming to minimize
risk.
The most important thing we truly listen to our
clients in order to understand their stories and
what they’re going through. It’s our goal to help
the people we work to protect their assets and
make the most of their wealth.
We look out for our client’s best interests.
www.plutuscapital.co

3. Services
All Weather Strategy
(AWS)
Conservative Strategy
(CS)
Personal Advisory
(CFO)
India Opportunities
Strategy (IOS)
A pre-set asset allocation
based on the current
market conditions.
Investor can set up either
monthly or lumpsum
investments in his/her own
Demat account.
Allocate in multi-cap
equity strategy that has
beaten all the Indian
mutual funds. We invest
in high quality companies
considering the
profitability, growth and
corporate governance
issues.
Our personalized service
offers you active guidance
through the process of idea
evaluation, identification of
the right solutions for your
unique needs and
implementation of your
investment plan.
Dynamic allocation to
generate a return better
than a fixed deposit by
using PSU bonds, REITs,
and high dividend yielding
government businesses.
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4. India Opportunities Strategy (IOS)
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5. India Opportunities
Strategy (IOS)
• Multicap Indian equity
strategy focused on high
quality, well managed
and clean businesses
• Suitable for investors
who have moderate to
high risk tolerance
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6. All Weather Strategy (AWS)
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7. All Weather
Strategy (AWS)
• We tactically decide on
the asset allocation with
an objective to generate
return with reduced
volatility
• This strategy is suitable
for conservative to
moderate risk profile
investors
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8. Conservative Strategy (CS)
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9. Conservative Strategy
(CS)
• Tax-efficient alternative
to certain fixed income
instruments (like bank
fixed deposits)
• Suitable for investors
who have Conservative
risk tolerance
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10. Plutus Capital's advisory service
offers you active guidance through
the process of idea evaluation,
identification of the right solutions
for your unique needs and
implementation of your investment
plan.
ExchangeTraded Funds
Mutual Funds
Direct Equity
Corporate Bonds
Government and RBI Bonds
Personal Advisory (Personal CFO)
www.plutuscapital.co

11. Step-by-step Personal Advisory Process
1
Risk Assessment
As an investment advisor,
we first do the risk
assessment to
understand the risk
tolerance of the investor.
Based on the results, we
discuss with the investor
if there is any gap in the
assessment.
2
Net-worth & Cash
Flows
We asses where you are
and where you want to
be.
3
Asset Allocation
Asset allocation is a
critical step in the
exercise that incorporates
risk profile, net-worth and
cash flow assessment.
There is no product level
discussion until this point.
4
Investment
Management
Investment management
is an ongoing exercise and
includes product
selection, to begin with.
Each idea is backed by
intense analysis and
research.
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12. How Does It Work?
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13. Fees
All Weather Strategy
(AWS)
1.5% + GST per
annum
Conservative Strategy
(CS)
0.5% + GST per
annum
Personal Advisory (CFO)
Fees starts from
1.0% per annum
but reduces as the
quantum of
investments
increase
India Opportunities
Strategy (IOS)
2.5% + GST per
annum

14. Disclaimer
Note: The above material is neither investment research, nor investment advice. Plutus Capital is regulated by the Securities
and Exchange Board of India (“SEBI”) as a Registered Investment Advisor. No content of this publication including the
performance related information is verified by SEBI. If any recipient or reader of this material is based outside India or US,
please note that Plutus Capital may not be regulated in such jurisdiction and this material is not a solicitation to use Plutus
Capital’s services. No liability whatsoever is assumed by Plutus Capital as a result of the recipient or any other person relying
upon the opinion unless otherwise agreed in writing. The recipient acknowledges that Plutus Capital may be unable to
exercise control or ensure or guarantee the integrity of the text of the material/email message and the text is not warranted
as to its completeness and accuracy. The material, names and branding of the investment style do not provide any
impression or a claim that these products/strategies achieve the respective objectives. Plutus Capital and/or its associates,
employees, the authors of this material (including their relatives) may have financial interest by way of investments in the
companies covered in this material. This material may contain confidential or proprietary information and user shall take
prior written consent from Plutus Capital before any reproduction in any form. Data/information used in the preparation of
this material is dated and may or may not be relevant any time after the issuance of this material. Plutus Capital takes no
responsibility of updating any data/information in this material from time to time. The recipient of this material is solely
responsible for any action taken based on this material. Actual results may differ materially from those suggested in this
note due to risk or uncertainties associated with our expectations with respect to, but not limited to, exposure to market
risks, general economic and political conditions in India and other countries globally, inflation, etc. There is no assurance or
guarantee that the objectives of the investment strategy/approach will be achieved. This material may include “forward
looking statements”. All forward-looking statements involve risk and uncertainty. Any forward-looking statements contained
in this document speak only as of the date on which they are made. Further, past performance is not indicative of future
results. Plutus Capital and any of its officers, employees and any other persons associated with this shall not be liable for
any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary, consequential, as
also any loss of profit in any way arising from the use of this material in any manner whatsoever and shall not be liable for
updating the document.
www.plutuscapital.co