Everything we'd want to know, if we were you.

Who we are

Name

Truffle Wealth

Registration

AMFI-Registered Mutual Fund Distributor

ARN

343815

ARN valid until

17 October 2027

EUIN

E654397

Office

IndiQube South Mile, South End Road, Vijayarangam Layout, Jayanagar, Bengaluru 560 004

You can check our ARN on the AMFI website at amfiindia.com.

How we're paid

You don't pay us a fee. The fund house pays us a trail commission on the regular plans you invest in. It's a small percentage of your invested value, paid every year for as long as you stay invested. It comes out of the fund's expense ratio, so it's reflected in what a regular plan returns. Every scheme also offers a direct plan with a lower expense ratio, on which we earn nothing.

Rates vary by fund house and scheme, and they can change. Before you invest, we show you the rate on every scheme we suggest. Your consolidated account statement also shows the commission paid to us for each scheme.

Other payments

SEBI allows fund houses to pay distributors a one-time additional commission for bringing in some first-time investors. This includes women investing in mutual funds for the first time. If your investment qualifies, we'll tell you before you invest.

We don't accept gifts, trips or other incentives from fund houses.

Conflicts of interest, named plainly

Commission differs between schemes.

We manage this by showing you the rate before you invest.

We earn more when your portfolio is larger.

That includes when you invest more. We'll never push you to invest beyond what fits your goals.

What we will never do

• Handle your cash. Your money goes straight from your bank account to the fund house.
• Ask you to sign blank forms or cheques.
• Offer rebates, gifts or free reviews to win your business.
• Promise you returns.

If something goes wrong

1. Tell us first. Write to us through our contact page. We'll acknowledge your complaint within 3 to 5 working days.
2. Contact the fund house. Every fund house has an investor service desk, listed on its website and in its scheme documents.
3. SEBI SCORES. If your complaint is still unresolved, you can file it with SEBI at scores.sebi.gov.in.
4. Smart ODR. For disputes that remain open, SEBI's online dispute resolution portal is at smartodr.in.

You can also raise concerns about a mutual fund distributor's conduct with AMFI.