Disclosures
Distributor
Mutual fund orders are placed through BSE StAR MF and NSE.
What Trezana does
Trezana is a cash-forecasting software company. It provides a week-by-week view of a business's cash position for a flat monthly subscription fee. Investments are not made by Trezana. They are placed through Harsha Bhattad, AMFI-registered Mutual Fund Distributor, ARN-373517, named above. Trezana never receives, holds or routes customer money. Fund options are presented as options matched to when the cash is needed; the business decides.
Commission
The distributor receives commission from fund houses. The monthly software subscription is charged separately by Trezana and is not affected by whether a business invests.
Market risk
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Grievances
For any complaint about the software service or about a mutual fund transaction placed through the distributor named above, write to hello@trezana.in.