Mutual funds and other investments

Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance does not guarantee future returns.

Trustner Asset Services Pvt. Ltd. is an AMFI-registered mutual fund distributor (ARN-286886, EUIN E092119). It is not a SEBI-registered investment adviser or portfolio manager. It helps investors carry out transactions and does not manage funds or make investment decisions on behalf of asset management companies.

Risks

Market risk. The value of equity investments moves with the stock market and can fall sharply. Equity suits money you can leave invested for years.
Interest-rate risk. When interest rates rise, the value of existing bonds and debt funds falls, and the reverse. Longer maturities move more.
Credit risk. An issuer of a bond may fail to pay interest or principal. A rating downgrade can reduce a fund's value.
Liquidity risk. In stressed markets a fund may be unable to sell holdings at a fair price, which can affect its value and the timing of redemptions.
Tax and regulation. Tax rules and regulations change. A change can affect the value, cost or tax treatment of an investment already made.

No guarantee

There is no assurance that the objective of any scheme will be achieved. Neither Trustner Asset Services Pvt. Ltd. nor any of its directors or employees guarantees a rate of return or the performance of any product. You may get back less than you invested.

A systematic investment plan (SIP) is a method of investing. It does not assure a profit or protect against a loss in a falling market.

PMS, AIF and specialised investment funds

These carry higher risk, higher fees and lower liquidity than mutual funds, and have minimum investment amounts set by SEBI. Trustner Asset Services Pvt. Ltd. acts as a distributor only.

Before you invest

Read the Scheme Information Document, Statement of Additional Information and Key Information Memorandum of the scheme.
Deal only with AMFI-registered mutual fund distributors. You can verify a registration at amfiindia.com.
KYC is a one-time exercise in the securities market. Once done through a SEBI-registered intermediary, it need not be repeated with another.

Insurance

Insurance is the subject matter of solicitation. Trustner Insurance Brokers Pvt. Ltd. is an IRDAI-licensed direct broker (Licence No. 1067). IRDAI or its officials do not involve in activities like sale of any kind of insurance or financial products nor invest premiums.

Policy terms, exclusions and the outcome of any claim are decided by the insurer. Anything said on this website about a kind of cover is a general description; read the policy wording before you buy.

This website

Pages on this website are general information. They do not take your circumstances into account, and nothing here is investment advice or tax advice. Tax rules and regulatory limits change; confirm current provisions with a chartered accountant.

Figures about the group (clients, team, cities) are as stated by the company.

Links to the group's other sites, to regulators and to client portals are provided for convenience. Each of those sites has its own terms.

Services are offered in India under Indian regulation. Nothing on this site is an offer or solicitation in any other country.

The companies

Trustner Asset Services Pvt. Ltd.: AMFI-registered Mutual Fund Distributor, ARN-286886, EUIN E092119, CIN U66301AS2023PTC025505.

Trustner Insurance Brokers Pvt. Ltd.: IRDAI-licensed Direct Broker (Life & General), Licence No. 1067, CIN U66220AS2024PTC025948.

Registered office: Unit 2, 4th Floor, Sethi Trust Building, G.S. Road, Bhangagarh, Guwahati, Assam 781005. Full details are on the licences page.

Disclosures