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Regulatory Disclosures
Disclosures
FinAtoZ Disclosures
Disclaimer & Disclosure
"Investment in securities market are subject to market risks. Read all the related documents carefully before investing."
"Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors"
Here is what that means in plain terms:
- Investing can lose money. Past results do not promise future results.
- You may lose some or all of the money you invest.
- We give investment advice only. We do not buy or sell for you unless the rules allow it.
- Shares, bonds, mutual funds and similar products can rise or fall. Some can be hard to sell quickly.
- Our fees are fixed or based on assets under advice. Fees stay within SEBI limits. Where it applies, we do not take commission or referral fees for advice.
- We tell you about conflicts of interest, including links to group companies.
- Where it applies, no SEBI action has been taken against us.
- To raise a concern: contact our grievance officer, use our internal process, or use the SEBI SCORES portal.
- Our updates are for information only. We do not promise returns.
- We do not control third-party data, links or tools.
- This website is not an offer to sell. We only serve places where the law allows it.
Commission ranges
The table below shows commission ranges that may apply to products linked to advice. Figures are ranges, not promises.
| Product | Upfront Commission | Annual Trail Commission |
|---|---|---|
| Debt Mutual Fund | 0% | 0.05% - 0.75% |
| Equity and Hybrid Mutual Fund | 0% | 0.5% - 1.5% |
| Portfolio Management Services | 0% | 0.5% - 1.5% |
| Peer to Peer Lending | 0% | 0.5% - 1.5% |
| Alternate Investment Funds | 0% - 1.5% | 0.5% - 1.5% |
| Real Estate based Financial Products | 0% - 1.5% | 0.5% - 1.5% |
Detail Disclosure of the Commission Structure
- We or our group companies may earn fees when we help with products linked to our advice. See the table above.
- We do not recommend a stock broker. If someone on our team names a broker, we do not get paid by that broker.
- Markets are hard to predict. Past product results are not a promise for the future.
- Treat our views as opinions. You choose what to do with your money.
- If you ask about investments you already hold, our reply is an opinion, not a promise. We are not liable for losses if you follow that opinion.
- Only act if it fits your risk level. You decide whether to buy or sell.
- No court cases have been filed against the company since it started.
- Advice from us is only in writing. Spoken comments are not advice.
- We do not guarantee any return.