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Master Trust Refer and Earn

Master Trust

Demat Account

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Join Master Trust Refer and Earn, invite friends with your Master Trust referral link and earn ₹750 per new account. Don’t miss out offer valid until Jun 30, 2024.

Q: What is Master Trust?

A: Master Trust is a financial services firm that offers a wide range of investment options and tools.

Q: What kinds of Mutual Funds does Master Trust offer?

A: Master Trust offers mutual funnds options including both equity and debt funds. They also support investing through Lump Sum or SIP (Systematic Investment Plan).

Q: What is mastertrust’s Refer and Earn program?

A: The Refer and Earn program allows anyone with a mastertrust account to refer friends, family, or colleagues to open an account and earn monetary rewards.

Q: Can I make referrals if I'm an existing mastertrust client?

A: Yes, you need to have an active Trading and Demat account with mastertrust.

Q: What if the person I referred is an existing client or a prospect for mastertrust?

A: The details of the referred client should not already exist in the mastertrust database. Mastertrust reserves the right to exclude such accounts from the referral reward scheme.

Q: How can I refer someone for the Refer and Earn program?

A: Log into your account, then go to my reports and click on Refer and Earn. You can directly email your friends, family, colleagues, etc or share the referral link with them on WhatsApp and other social media platforms.

Q: Is there any charge for participating in mastertrust’s Refer and Earn program?

A: No, this program is free for everyone.

Q: How will I get the referral code?

A: Once you sign up for the program, an auto-generated referral code for every offer we publish will be provided to you.

Q: When will I be eligible for the referral reward?

A: Once your referees open and activate an account using your referral code, you will be awarded.

Q: How will I receive my referral rewards?

A: The reward amount will be credited to your trading ledger account by the 15th of the subsequent month in which the referred client opens an account with us.

Q: What happens if my friend signs up without using my referral link or uses an incorrect referral code?

A: Unfortunately, no credits will be given to you in such a scenario.

Q: Where can I view the status of all my referrals?

A: You can see details of your referees who have successfully opened an account with us on your Refer and Earn dashboard.

Q: Is the status of my referrals updated in real-time?

A: Yes, the status of your referrals is updated as soon as their accounts are activated.

Q: Can I refer multiple people at the same time?

A: Absolutely, you can refer as many people as you want.

Q: How is the TDS calculated for Refer & Earn?

A: If any client gets a referral credit of more than Rs. 15,000 in any financial year, TDS shall be deducted on the whole amount.

Q: What happens if two people refer the same individual?

A: The person who referred first will be considered. The timestamp on the database will verify this.

Q: Can mastertrust's employees and their family members participate in the Refer & Earn program?

A: No, the Refer & Earn program is not available to employees of mastertrust and their family members.

Q: What kind of research support does Master Trust provide?

A: Trust has both technical and fundamental research teams to provide you with excellent researched ideas for investment.

Q: How does Goal Planning work with Master Trust?

A: Master Trust's goal-based financial planning helps customers to achieve more in their life by making their monetary resources work for them.

Q: What trading platforms are available with Master Trust?

A: Master Trust has state-of-the-art trading platforms that lets users stay on top of the markets.

Q: What is the total customer asset value with Master Trust?

A: Master Trust has customer assets valued at over INR 20,000 Crores.

Q: How many customers does Master Trust serve?

A: Master Trust serves over 300,000 customers across 24 states in India.

Q: What are some of the awards and achievements of Master Trust?

A: Master Trust has been awarded with 'Regional Broker of the Year Award' in 2016, 'NSDL Order-Of-Merit Award' in Skoch BSE Awards in 2017, and 'NSDL Best Account Growth Rate Award' in 2013, among others.

Q: Can I access Master Trust from different devices?

A: Yes, you can trade using Master Trust from desktop, laptop or mobile phone. They also provide real-time updates and informations instantly.

Q: Who are some of the clients of Master Trust?

A: Master Trust serves numerous clients including, Anshu Khattar (Investor’s Clinic), Ajay Puri (White Rhino Brewing Company), Ajay Kapoor (Hitkari Potteries Ltd), and Gaurav Dhingra (Quantx Capital LLP).

Q: What are the operational hours of Master Trust?

A: Master Trust offers 24x7 access to your account, letting you trade anytime, anywhere.

Q: How does Master Trust help with wealth management?

A: Master Trust provides professional, well-researched, and relevant wealth management services that are personalized for each client's needs.

Q: What kind of trading platforms does Master Trust offer?

A: Master Trust offers real-time trading platforms which are secure and can be accessed across all devices.

Q: How does Master Trust handle account opening process?

A: Master Trust managed to win the NSDL 2nd Highest Number of Accounts Opened Award in 2017, indicating their efficiency in handling the account opening process.

Q: Can Master Trust help me simplify and rationalize my investment portfolio?

A: Yes, Master Trust specializes in offering comprehensive wealth management solutions to help simplify and optimize your investment portfolio.

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