Description

Mutual Funds Provider in Ahmedabad, Gujarat, India. Mutual Funds: Your Path to Wealth Creation Build a diverse, professionally managed portfolio for your long-term goals. Investing in mutual funds is one of the most effective ways to achieve your financial goals. With Tre Sessanta Financial Services, you get access to a wide range of investment products from India's leading Asset Management Companies (AMCs). We guide you through the complexities of the market and help you build a portfolio that aligns with your risk tolerance and financial aspirations. How Mutual Fund Investment Helps You Mutual funds are a powerful tool for individual investors, offering numerous benefits:  Professional Management: Your money is managed by a team of experienced fund managers who make informed decisions on where to invest, saving you the time and effort of market research.  Diversification: By pooling money from many investors, mutual funds can invest in a wide variety of stocks, bonds, or other securities. This diversification helps to reduce the risk associated with investing in a single asset.  Affordability: You can start investing with a small amount through a Systematic Investment Plan (SIP), making it accessible to a wide range of investors.  Liquidity: You can easily buy or sell your mutual fund units on any business day, providing you with flexibility to access your money when needed. How Mutual Fund Investment Helps India The growth of the mutual fund industry has a significant positive impact on the Indian economy:  Capital Formation: Mutual funds channel small savings from individuals into productive assets like stocks and bonds, which helps companies and the government raise capital for growth and infrastructure development.  Financial Inclusion: By making investing accessible to a larger population, mutual funds promote a culture of saving and investing, thereby enhancing financial inclusion across the country.  Market Stability: The disciplined and long-term investment approach of mutual funds provides stability to the capital markets, reducing volatility caused by short-term trading. Understanding Mutual Funds A mutual fund is a trust that collects money from many investors and invests it in various securities. The returns are then distributed to investors in proportion to their investment. The price of each unit is known as the Net Asset Value (NAV), which is calculated at the end of each business day. Key Points and Why Choose Us  Regulatory Compliance: We adhere to the strict guidelines of AMFI (Association of Mutual Funds in India) and SEBI (Securities and Exchange Board of India), ensuring your investments are secure and transparent.  Expert Guidance: Our team of experts provides personalized advice to help you choose the right funds that match your financial goals and risk profile.  Comprehensive Services: Tre Sessanta offers free of cost services and assistance & various reports to keep you informed about your investments. • Portfolio reviews and rebalancing • Fund switch suggestions • Tax reports and capital gains summaries • SIP setup and tracking • Goal-based investment planning  We also handle hassle-free change of broker requests. These services are useful if you’re new to investing or want someone to manage your portfolio. Eligibility and Documents Required Investing in mutual funds is a straightforward process with minimal documentation. Basic Eligibility Criteria  Identification: You must be an Indian citizen with a valid PAN and Aadhaar card.  Bank Account: A bank account in your name is mandatory for all transactions. Basic Documents Required  Proof of Identity (POI): PAN Card (mandatory).  Proof of Address (POA): Aadhaar Card, Passport, or Voter ID.  Proof of Bank Account: A cancelled cheque or the first page of your bank passbook.  Demat Account: While not mandatory for all funds, a valid Demat account is required for investing in some schemes. FAQs a. What is a Systematic Investment Plan (SIP)? A SIP is a method of investing a fixed amount of money at regular intervals (e.g., monthly) into a mutual fund. It helps in rupee cost averaging and promotes disciplined investing. b. What is the difference between an AMC and a mutual fund? An AMC (Asset Management Company) is the entity that manages the mutual funds. A mutual fund is a scheme or product offered by the AMC. c. What are the main risks of investing in mutual funds? The primary risk is market risk, which means the value of your investment can fluctuate based on market conditions. Other risks include credit risk and liquidity risk, particularly in certain debt funds. d. What is the role of Tre Sessanta? We act as your trusted partner and a registered mutual fund distributor, providing you access to a platform to invest in a wide range of funds and offering expert guidance and support throughout your investment journey. Statutory Disclaimer & Important Information The information provided on this site is for general awareness and does not constitute advice or recommendation. Tre Sessanta Financial Services Pvt. Ltd. Corporate ARN Details: • ARN No.: 331296 | ARN Start Date: June 16, 2025 valid till June 15, 2028 Tre Sessanta Financial Services Pvt. Ltd. (as a franchisee of Choice Broking): • NSE Registration Code: AP2486036143 | BSE Registration Number: AP01329901173085 General Investment Disclaimer Investment in securities market are subject to market risks. Read all scheme-related documents carefully before investing Mutual fund investments are subject to market fluctuations. Past performance is not indicative of future results.  Tre Sessanta does not guarantee returns or capital protection in any investment product.  Investors are advised to consult with a certified financial advisor before making investment decisions.  Regulatory Disclaimer  Tre Sessanta Financial Services Pvt. Ltd. is a registered mutual fund distributor under ARN 331296, valid from June 16, 2025 to June 15, 2028.  We operate as an authorized partner for registered Mutual fund Distributors.  All investment services are provided under the regulatory framework of SEBI, AMFI, NSE, and BSE. Service Scope Disclaimer  Tre Sessanta provides distribution and facilitation services only.  We do not manage or sponsor mutual fund schemes.  Our role is limited to offering access to investment platforms, documentation support, and post-investment services like SIP tracking, fund switches, and tax reports.  All investment decisions are made solely by the investor. Risk Disclosure  Mutual funds carry risks including but not restricted to: Market Risk: Value of investments may fluctuate due to market conditions. Credit Risk: Applicable in debt funds where issuers may default. Liquidity Risk: Some funds may have limited redemption flexibility.  Investors must assess their risk profile, investment horizon, and financial goals before investing. Platform & Data Disclaimer  All services, including account opening and investment facilities, are provided by the respective Demat account service provider.  Tre Sessanta does not store, invest, use or process investor funds.  Data shared by clients is handled in accordance with applicable privacy laws and the policies of the respective platform providers. Legal & Statutory Disclaimer  The information provided on Tre Sessanta’s website, brochures, or communications is for general awareness and does not constitute financial advice.  All investments are subject to the terms and conditions of the respective Asset Management Company (AMC).  Clients are advised to refer to the final legal documents before making any investment decisions. Tax Disclaimer  Tre Sessanta provides capital gains summaries and tax reports for convenience.  These reports are indicative and not a substitute for professional tax advice.  Investors should consult a qualified tax advisor for filing and compliance. Regulatory & Risk Disclosures • Mutual Funds are market-linked instruments. Their value may fluctuate due to changes in equity, debt, interest rates, currency, and macroeconomic factors. • Past performance is not indicative of future returns. No AMC or distributor can assure or guarantee returns. • Mutual Funds are not deposit products and are not insured or guaranteed by the AMC, sponsor, or any government agency. • Investors must evaluate their risk appetite, investment horizon, and financial goals before investing. • Tre Sessanta Financial Services Pvt. Ltd. acts as a registered distributor and does not provide investment advice or portfolio management services. • All investments are routed through SEBI-registered AMCs and platforms. Tre Sessanta does not accept investor funds directly. Code of Conduct Compliance • Tre Sessanta adheres to the AMFI Code of Conduct for mutual fund distributors, including: o Full disclosure of scheme features, risks, and costs. o No assurance or indication of returns unless explicitly stated in scheme documents. o Avoidance of misrepresentation, churning, or commission-driven recommendations. o Promotion of investor education and suitability-based product facilitation. Due Diligence Investors must read offer documents, term sheets, and disclosures carefully. Tre Sessanta is not liable for any loss arising from reliance on incomplete or inaccurate information. Platform Limitation Tre Sessanta acts solely as a facilitator. It does not assume responsibility for delays, defaults, or disputes between investors and issuers.