Terms of service

What the service is

Trezana provides cash-forecasting software. It does not receive, hold or route customer money, and it does not execute mutual fund transactions.

Investments

Any mutual fund transaction is placed through Harsha Bhattad, AMFI-registered Mutual Fund Distributor, ARN-373517, acting in her individual capacity. Fund options are presented as options; the customer decides. Every transaction requires the customer's confirmation and an OTP.

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Forecasts

Forecasts are estimates built from the data you give us. They depend on that data being complete and current, and they are not a statement of what will happen.

Your responsibilities

Give us accurate and current information, keep the statement email set up as agreed, and make sure that anyone who approves a transaction on behalf of your business is authorised to do so.

Ending the service

You can stop using the service at any time by writing to us. Any investments remain in your company's own folio.

Governing law

These terms are governed by the laws of India.

Contact

Questions about these terms: hello@trezana.in.

Last updated: 12 November 2026.