For you
Find your starting point
The same services, arranged by who is asking. Pick the one closest to you.
Audiences
Families
Most families need the same three things in the same order: protection first, then regular investing, then a plan that ties them to real goals.
- · Health and life cover
- · A SIP towards a goal
- · A plan for retirement and education
Business owners
A business owner carries two balance sheets, the firm's and the family's. Both need cover, and money left idle in either loses value.
- · Cover the business
- · Group health for employees
- · Invest surplus
HNI and family offices
Beyond mutual funds there are portfolio managers, alternative funds, specialised funds and markets outside India. Each one starts with what you need the money to do, written down, before a product is named.
- · PMS and AIF
- · Specialised investment funds
- · Global investing
NRIs
Trustner is licensed in India and serves Indians wherever they live. From abroad, three things come up most often.
- · Investing in India
- · Insurance for parents in India
- · A call in your time zone
Partners
People who already serve clients in their own town can work under the group's licences. There are two routes, one for each regulated company, and they are separate.
- · Insurance: become a POSP
- · Mutual funds: become a sub-distributor
- · Training