Investments
Mutual funds
A mutual fund pools money from many investors and invests it under a stated objective. Trustner Asset Services distributes schemes from fund houses across the industry and helps you match a scheme to a goal.
Operated by Trustner Asset Services Pvt. Ltd. · AMFI ARN-286886
What to know
Research, comparison and fund pages live on MeraSIP, the company's mutual fund platform.
Who it is for
Anyone investing for a goal more than a few years away, from a first investment to a large portfolio.
Trustner Asset Services distributes regular plans and is paid a trail commission by the fund house. Direct plans, bought without a distributor, carry a lower expense ratio.
This takes you to merasip.com, run by Trustner Asset Services, ARN-286886.
How it works
Step by step
State the goal
What the money is for, when you need it, and how much movement in value you can live with.
Choose schemes
Schemes are shortlisted for that goal. You see the costs and the risks before you choose.
KYC and purchase
Paperless KYC, then the purchase is placed in your name with the fund house.
Review
A yearly review, and whenever the goal or your circumstances change.