Disclosure

Truemind Investment Adviser Pvt. Ltd. is a SEBI Registered Investment Advisory with RIA Code – INA100017089.

TM is a fee-only advisory firm that offers conflict-free premium, personalized and high-quality professional advice on personal finance, financial planning and investment management.

We do not earn from commissions. Our only source of revenue is fee received directly from our clients.

As per the Regulation 18 of SEBI IA Regulations, 2013, below are the necessary disclosures for the clients.

Disciplinary History: None

Affiliations with other intermediaries: None

Below is the holding in the financial products or securities which are subject matter of advice of TM and Key Persons. The information will be updated when there would be any changes.

Sr. No.Scheme Name
1Franklin Asian Equity Fund (Growth) - Direct Plan
2Franklin India Feeder Franklin US Opp (Growth) - Direct Plan
3Franklin India Money Market Fund (Growth) - Direct Plan
4Franklin India Technology Fund (Growth) - Direct Plan
5HDFC Defence Fund (Growth) - Direct Plan
6HDFC Flexi Cap Fund (Growth) - Direct Plan
7ICICI Pru Banking and Financial Services (Growth) - Direct Plan
8ICICI Pru Business Cycle Fund (Growth) - Direct Plan
9ICICI Pru Energy Opp Fund (Growth) - Direct Plan
10ICICI Pru Equity Arbitrage Fund (Growth) - Direct Plan
11ICICI Pru India Opportunities Fund (Growth) - Direct Plan
12ICICI Pru Pharma Healthcare And Diagnostics Fund (Growth) - Direct Plan
13ICICI Pru Technology Fund (Growth) - Direct Plan
14ICICI Pru US Bluechip Equity Fund (Growth) - Direct Plan
15ICICI Pru Ultra Short Term Fund (Growth) - Direct Plan
16Parag Parikh Flexi Cap Fund (Growth) - Direct Plan
16SBI Banking & Financial Services Fund (Growth) - Direct Plan
17SBI Contra Fund (Growth) - Direct Plan
18SBI Gold Fund (Growth) - Direct Plan
19SBI Magnum Low Duration Fund (Growth) - Direct Plan