Plutus Advisors $($PA$)$ is a boutique independent wealth management firm founded in $2011$ taking on

established banks and financial institutions. The founders of PA$,$ Himanshu Kohli and Sanjay Kaurav,

both had extensive backgrounds in wealth management with illustrious investment banks, and each

had worked for over $20$ years. It is structured as a limited liability partnership with its headquarters

located in Bangalore, India. The firm's dedication to make financial planning as engaging as possible

is what sets it apart. Despite its competitors' ravenous adoption of technology, it uses technology

selectively due to its dedication to individualized services. This subsequently evolved into a

distinctive competitive edge for the company, which garnered a substantial clientele. PA maintains

the view that managing wealth involves both protecting and growing wealth which is a continually

evolving process that, in order to achieve success, requires constant vigilance in monitoring

investment decisions and a rebalancing of holdings to account for changing market conditions. At

the same time, PA is steadfast in the belief that building wealth requires careful research and the

discovery of investments with the potential to make a profit. Once these investments are included to

the portfolio, sufficient time must be allowed to guarantee their success. Clients always receive the

greatest attention from PA because their wealth is precious and because the firm has expert staff, a

tried$-$and$-$true methodology, and an outstanding performance record. Investment consulting, wealth

management, family governance, charitable giving, estate planning, and asset transfer are all part of

PA's extensive service offering. Investment decisions are made by the core team, which consists of

three research analysts, one portfolio manager, three key account managers, and the two founders.

PA oversees approximately INR$360$ million in assets under management across $124$ client accounts.

It exercises discretionary authority over the majority of these accounts, although it does not have

physical custody of client funds or securities$.$