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 |
|---|---|
| 1 | Franklin Asian Equity Fund (Growth) - Direct Plan |
| 2 | Franklin India Feeder Franklin US Opp (Growth) - Direct Plan |
| 3 | Franklin India Money Market Fund (Growth) - Direct Plan |
| 4 | Franklin India Technology Fund (Growth) - Direct Plan |
| 5 | HDFC Defence Fund (Growth) - Direct Plan |
| 6 | HDFC Flexi Cap Fund (Growth) - Direct Plan |
| 7 | ICICI Pru Banking and Financial Services (Growth) - Direct Plan |
| 8 | ICICI Pru Business Cycle Fund (Growth) - Direct Plan |
| 9 | ICICI Pru Energy Opp Fund (Growth) - Direct Plan |
| 10 | ICICI Pru Equity Arbitrage Fund (Growth) - Direct Plan |
| 11 | ICICI Pru India Opportunities Fund (Growth) - Direct Plan |
| 12 | ICICI Pru Pharma Healthcare And Diagnostics Fund (Growth) - Direct Plan |
| 13 | ICICI Pru Technology Fund (Growth) - Direct Plan |
| 14 | ICICI Pru US Bluechip Equity Fund (Growth) - Direct Plan |
| 15 | ICICI Pru Ultra Short Term Fund (Growth) - Direct Plan |
| 16 | Parag Parikh Flexi Cap Fund (Growth) - Direct Plan |
| 16 | SBI Banking & Financial Services Fund (Growth) - Direct Plan |
| 17 | SBI Contra Fund (Growth) - Direct Plan |
| 18 | SBI Gold Fund (Growth) - Direct Plan |
| 19 | SBI Magnum Low Duration Fund (Growth) - Direct Plan |