Disclaimer

Mutual Fund Investments

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.

Past performance is not indicative of future returns. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments.

NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market.

There is no assurance or guarantee that the objectives of the scheme will be achieved.

Trustner Asset Services Pvt. Ltd. (ARN-286886) is a AMFI registered Mutual Fund Distributor and not an Investment Advisor. The information provided herein is for general informational purposes only and should not be construed as investment advice.

Tax Information

Tax benefits are as per the Income Tax Act, 1961, and are subject to amendments made thereto from time to time. Please consult your tax advisor for details.

Insurance Products

Insurance is the subject matter of solicitation. For more details on risk factors, terms & conditions, please read the sales brochure carefully before concluding a sale.

Insurance products are distributed by Trustner Insurance Brokers Private Limited. IRDAI License No. 1067.

KYC Compliance

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary.

FATCA / CRS

As per the provisions of the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards (CRS), investors are required to provide self-certification regarding their tax residency status.

Data & Privacy

We collect and process your personal data in accordance with the Digital Personal Data Protection Act, 2023 (DPDPA). Please refer to our Privacy Policy for details.

Market data and NAV information is sourced from AMFI and other reliable sources. Data is for informational purposes only. Please verify with the official source before making investment decisions.

Grievance Redressal

For any grievance, you may contact our Compliance Officer: Vinita Kabra at wecare@wealthyhub.in.

You may also reach out to SEBI through the SCORES portal or visit AMFI.

Entity Information

Mutual Fund Distribution: Trustner Asset Services Pvt. Ltd. | ARN-286886 | CIN: U66301AS2023PTC025505

Insurance Broking: Trustner Insurance Brokers Private Limited | IRDAI License No. 1067 | CIN: U66220AS2024PTC025948