Investments
Investments, through Trustner Asset Services
Trustner Asset Services distributes investment products and looks after the clients who hold them. This page lists everything it offers and where each is handled.
Operated by Trustner Asset Services Pvt. Ltd. · AMFI ARN-286886
What is offered
Nine things, one company
Mutual funds
A mutual fund pools money from many investors and invests it under a stated objective.
Handled on merasip.com
SIP
A systematic investment plan (SIP) invests a fixed amount in a mutual fund scheme at a regular interval, usually monthly.
Handled on merasip.com
Specialised investment funds (SIF)
A specialised investment fund is a category created by SEBI that sits between mutual funds and portfolio management services.
Handled on merasif.com
Portfolio management services (PMS)
In a portfolio management service, a SEBI-registered portfolio manager runs a portfolio of securities held in your own name.
Handled by enquiry
Alternative investment funds (AIF)
An alternative investment fund is a privately pooled fund regulated by SEBI, investing in things a mutual fund usually does not: private credit, long-short strategies, unlisted companies.
Handled by enquiry
NPS
The National Pension System is a long-term retirement account regulated by PFRDA.
Handled by enquiry
Bonds
A bond is a loan you make to a government or a company, which pays interest and returns the principal at maturity.
Handled by enquiry
Global investing
Resident Indians can invest outside India under the Reserve Bank's Liberalised Remittance Scheme, within its yearly limit.
Handled by enquiry
Stock broking
For clients who want to buy and hold shares directly, a demat and trading account is opened through a stock-broking partner.
Handled by enquiry
Calculators and fund research
Trustner does not keep calculators or fund pages on this site. They are on the company's own platforms.
How the company is paid
A distributor, and what that means
Trustner Asset Services Pvt. Ltd. is a distributor. It helps you choose among products for a goal you have stated, completes the paperwork and services the investment afterwards. It is not a SEBI-registered investment adviser and does not manage money.
It charges you no fee. Fund houses and product providers pay it a commission, which is disclosed. The details are on the commission disclosure page.
For help planning towards retirement, tax saving or a child's education, see planning.
Frequently asked questions
Is Trustner Asset Services a SEBI-registered investment adviser?
No. Trustner Asset Services Pvt. Ltd. is a mutual fund distributor registered with AMFI (ARN-286886). It helps you choose among schemes for a goal you state, completes your KYC and transactions, and services the investment afterwards. It is not a SEBI-registered investment adviser and does not manage money.
Does Trustner charge a fee for investing in mutual funds?
No. Trustner Asset Services Pvt. Ltd. charges you no fee. On regular plans the fund house pays it a trail commission out of the scheme's expense ratio, and that commission is disclosed. Direct plans, bought without a distributor, carry a lower expense ratio.
Where do I start a SIP or compare mutual funds?
On MeraSIP (merasip.com), the mutual fund platform run by Trustner Asset Services, ARN-286886. Fund research, SIP set-up and the calculators are there. trustner.in lists what the company offers and sends you to the right place for each.
How can I check that Trustner Asset Services is registered?
Search for ARN-286886 on the website of AMFI, the Association of Mutual Funds in India. The company's CIN is U66301AS2023PTC025505. Every registration of the group, and where to verify it, is on the licences page of this site.
Get in touch
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