Intrinsic Series (PMS): Salient Features
  • Based on deep Value Investment Model
  • Focus on Capital Preservation with Market-beating Returns
  • Focused portfolio with bottom-up approach
  • Investing in businesses with strong & rising cash-flows
  • Compounded Annualized Returns of 13.78% over last 54 months ( based on NAV as on 30th Jun 2012)
  • Relative Annualized Out-performance of 17.11%+ over Sensex over the above period .
  • SEBI registered ( Registration No. INP 000002254)

Company Profile

TrustLine Holdings Pvt Ltd , incorporated in March 2004 , is a leading Chennai based Equity Research and Asset Management company. Financial Research is the core activity of TrustLine. The company tracks and studies over 500+ businesses in the small and medium Cap sector as part of its investment and equity research.

The company took the major initiative of obtaining SEBI registration for Portfolio Management Services in April 07 and availed the registration vide Reg. No. INP 000002254 in July 07. As part of this initiative, the company undertook major investments in the core areas of operations such as research and client investment management by IT enabling these functions.

These investments underscore our strong commitment to grow this portfolio management services business in a focused and dedicated manner. We believe that specialization often produces very good business economics and builds durable competitive edge. At TrustLine, Portfolio Management is our specialization and we will continue to focus on this space to grow our business. From this perspective we are an unique organization that is only into Portfolio Management with no other intermediary business like broking or any other related services. This sets us apart from competition and gives us a unique competitive advantage. In Portfolio Management and Advisory business, TrustLine has built a very strong clientele of Senior professionals from leading organizations.

Asset Under Management has grown at a healthy clip over the last 4 years and the portfolio returns has consistently
out-performed the benchmark indices by a wide margin ( over 20%+ annualized out-performance over Sensex). Such a strong out-performance is a direct outcome of our robust research process and unique stock-picking skills.

The company is founded and run by a team headed by Mr. N. ArunaGiri. Arun is an Engineering Graduate from REC, Trichy with additional qualification in "Business Finance and Financial Analysis" from ICFAI. He also has to his credit a background of rich Industry Experience spanning over 18 years. Significant part of his career was with one of the Most Admired IT Services Co in India, wherein he held various senior positions across diverse functions. He also brings with him an enviable track record in Equity and Financial Research. Arun is supported by a team of senior professionals in the board.