Wealth Management

Provides comprehensive wealth management services like mutual funds, IPOs, Bonds, Loans, and Portfolio Management.


smallcases

Invest in ideas you believe in.

smallcases are portfolios of stocks or ETFs, weighted intelligently to track a theme, strategy or objective.

With smallcases, you diversify & lower your risks by investing in multiple stocks. This protects you against volatility in a specific stock.

Always stay in total control with smallcases. Invest without lock-in periods & earn dividends directly in your bank account.

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Mutual Funds

Mutual Funds

Mutual Funds

We help you plan your Investment Goals.

With systematic planning and investment, ensure all your dreams come to life, whether it is a significant purchase, retirement, or simply just building wealth.

You may also aim to grow your wealth, along with saving your tax by investing in the right mutual fund. Download our Mutual Fund application on your Android and iOS device, now.

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Bonds

Investments with smart interest returns and also tax benefits.

We are registered with the leading lead managers for facilitating investment in bonds and fixed deposits.

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Bonds

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Trustline Securities Ltd. SEBI Reg. No.- BSE Cash: INZ000211534 | CDSL: IN-DP-496-2020 | NSDL: IN-DP-496-2020 | PMS: INP000004268 | NSE Cash: INZ000211534 | NSE F&O: INZ000211534 | NSE Currency Derivative: INZ000211534 | SEBI Reg. No.- MCX: INZ000211534 | CIN NO-U74899DL1995PLC064753 | Research Analyst Reg. No. INH100000528 | AMFI ARN - 44980 [ Registered Address: Property No. 85, 1st Floor, Namberdar Estate, Taimoor Nagar, New Friends Colony, New Delhi - 110025]

Trustline Insurance Brokers Pvt Ltd. [CIN:U74140DL2008PTC180546] [Registered Address: Property No. 85, 1st floor, Namberdar Estate, Taimoor Nagar, New Friends Colony, New Delhi, Delhi, India - 110025], is an IRDAI licensed Direct Broker bearing License No. DB-462 / 10, license dated 27/12/2022 valid till 26/12/2025 rendering advice on various insurance covers suitable to all kinds of needs. Prospective client(s) are advised to go through all comparable products available in the market, the product notes, terms and conditions of the product selected, before taking the decision. Insurance is a subject matter of solicitation.

Attention Investors

We are not allowing any trading in securities which falls under Graded Surveillance Measure (GSM).
To understand the concept of GSM kindly Click Here.

"Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your Stock brokers & Depository Participant. Receive information of your transactions directly from Exchange & CDSL/NSDL on your mobile/email at the end of the day. issued in the interest of investors.

"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."

"No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account."

"Investment in Securities Market/Commodity Market is subject to Market Risk."

"Clients Are Suggested Not To Blindly Follow Tips / Rumors Circulated By Various Agencies Via Various Mediums Such As Social Networks, Sms, Whatsapp, Blogs Etc. And Invest After Conducting Appropriate Analysis Of Respective Companies"

Caution towards unsolicited communication

It has come to the notice of the National Stock Exchange and Securities and Exchange Board of India (SEBI) that letter dated February 21, 2018 purported to have been issued by SEBI to NSE to furnish Futures & Options data of all Clients who are keeping their Futures position open at the end of the settlement i.e on 22nd February of PSU Bank Futures contracts. It is clarified by SEBI that no such letter is issued and NSE has not received any such letter from SEBI. Please click here to read the full circular.

Risk Disclosures on Derivatives

  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to ₹ 50,000
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost
  • Source: Click Here
    SEBI study dated January 25, 2023 on “Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) Segment”, wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22.

SMART ODR: In accordance with SEBI circular dated July 31, 2023, w.e.f August 16, 2023, all disputes against Trading Members shall be filed on the ODR Portal. Link to ODR portal is https://smartodr.in/login


Investor Awareness regarding the revised guidelines on margin collection.

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