Online Financial Proof Updation
- Online Financial Proof Updation
- As per the guidelines issued by SEBI, it is mandatory for clients to update financial details on a yearly basis to ensure compliance.
- Please fill the basic details and Verify Details. After successful verification select the proof you want to update and select the file to upload
- Scan copy of self attested financial proofs are accepted from list below:
- 1. Latest 6 months bank account statement.
- 2. Latest salary slip
- 3. Copy of ITR acknowledgement
- 4. Copy of Form 16 in case of salary income
- 5. Net worth Certificate issued by a Chartered Accountant
- Only PDF, JPG, PNG, BMP files are accepted with Size upto 2MB
- For any queries, please get in touch with our CRF team at
0120-4663333 ext: (351).
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Research & SMS Disclaimer
Trustline Securities Ltd. / Trustline Commodities Pvt Limited (Trustline ) Research is aimed to service the clients of Trustline . This document has been prepared by Trustline . Affiliates of Trustline may have issued other reports that are contrary with and reach different conclusion from the information presented in this report.
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DISCLOSURE FOR PORTFOLIO MANAGEMENT SERVICES
TRUSTLINE SECURITIES LIMITED
(FORMERLY KNOWN AS K & A SECURITIES PRIVATE LIMITED)
SEBI REGISTRATION NO.- INP000004268
- The Document has been filed with the Board along with the certificate in the prescribed format in terms of Regulation 14 of the SEBI (Portfolio Managers) Regulations, 1993 as amended from time to time.
- The purpose of the Document is to provide essential information about the portfolio services in a manner to assist and enable the investors in making informed decisions for engaging a Portfolio Manager.
- The necessary information about the Portfolio Manager required by an investor before investing is disclosed in the Disclosure document.
- The Disclosure Document dated October 26, 2015 contain necessary information about the Portfolio Manager i.e. Trustline Securities Limited, required by the investors before investing for Portfolio Management Services. The investors are also advised to retain the documents for future reference.
- The Disclosure Document supersedes the Disclosure Document dated April 29, 2015.
- The investors should read this Document carefully before making an investment decision.
- Investors may also like to seek clarification or obtain further information after the date of this document from the service provider.
- All the securities market intermediaries involved in our Portfolio Management Services are registered with SEBI as on the date of the document.
Details of the principal officer:-Name: Vinay Kumar Gupta
Address: Trustline Tower, B-3, Sector-3, Noida-201301 (U.P.)
PMS office:-Address: First Floor, Trustline Tower, B-3, Sector-3, Noida-201301 (U.P.)
We have verified the books of account and other records maintained by Trustline Securities Limited “The Company” and also disclosures made by the Company in its Disclosure Document of even date (“the Document”) for Portfolio Management Services as required by the Securities and Exchange Board of India (Portfolio Managers) Regulations, 1993 and the amendments made thereto from time to time. For the purpose of identification we have initialed the said document and the same is attached with the certificate.
To the best of our knowledge and on the basis of our verification and information provided to us, we certify that disclosures made in the document are true. Further the disclosures made in the document are in our opinion, fair and adequate in order for the investor to take an informed decision.
The Certificate has been issued pursuant to a request made by the Company for the purpose of submitting the same to SEBI.
for Sangal & Associates
CA. Rahul Sangal
M. No. 519545
Date: October 26, 2015
Place: New Delhi