Trust as MF investor

Tue, 12 May 2026 00:00:00 +0000

A trust as a mutual fund investor refers to any public or private trust constituted under the Indian Trusts Act, 1882, or under state public charitable trust legislation, that invests corpus or surplus funds in units of SEBI-registered mutual fund schemes. Trusts are a common vehicle for long-term wealth preservation in India, and their investment activity in mutual funds is governed by the trust deed, applicable law, and the investment guidelines issued by the Income Tax Department for registered trusts.

Zerodha trust account

Mon, 11 May 2026 00:00:00 +0000

Zerodha trust account is a trading and demat account opened in the name of a trust by Zerodha for managing the trust’s corpus or investable surplus in Indian financial markets. A trust in India is a legal arrangement whereby a settlor (the person creating the trust) transfers property to one or more trustees to hold for the benefit of specified beneficiaries, in accordance with the Indian Trusts Act, 1882 (for private trusts) or applicable public trust legislation (for charitable and religious trusts). Trusts are widely used for family wealth management, charitable endowments, and philanthropic activities.

Charitable Trust on WebNotes

Trust as MF investor

Zerodha trust account