Your money stays in your company's name.
You approve every investment. Trezana never receives or holds your funds, and redemptions return only to your company's registered bank account.
Your money never passes through us.
Trezana stays outside the flow of funds.
Investment
Your company bank account
BSE / NSE platform
Folio in your company's name
Redemption
Company folio
Your registered company bank account
Trezana provides forecasts, alerts and approvals. It never takes custody of your money.
You stay in control.
Review before approving
See the amount, fund, risks and costs.
Approve every order
No approval means no order.
Set your limits
Set your mandate limit. Cancel anytime.
Your data has one job.
To power your cash forecast and alerts.
Used for the service
Bank statements and accounting data power your forecast.
No bank credentials
We never ask for passwords or net-banking access.
Protected and controlled by you
Your data is protected, and you can request deletion.