Disclaimer

Mutual Funds’ Investments are subject to market risk, please read all scheme related documents carefully, Before Investing.

Even if one is taking Dividend Option, please note that dividend payment is not assured and there may not be any dividends if the fund fails to generate any surpluses.

We never try to Predict Markets., Past performance may or may not sustain in the future.

Any Changes if your doing- Name, Address, Mobile, Mail etc Please update us with new details.

Must Change Nominee/Joint Holder, if Expires immediately Visit at our Office with Proofs.

Visit for Review Meeting Once in a year at least.

After Investments you can receive statements in mail from AMC’s, Still you want any physical reports, you can also collect from office. You just have to call a day prior, so that we can take printouts.

In Valuation Report, NAV and Value is as per last transaction date, You will get NAV as per transaction date as per cutoff time.

But all the information contained in the reports & mobile application is solely meant for informational purposes for use of the recipient only. While we have taken due care and caution in the compilation of the data and the contents herein, no representation is made as to the reasonableness of the assumptions made within or the accuracy of any data in this report. The recipient of the reports alone shall be fully responsible and liable for any decision taken pursuant to or based on these statements.

Lockin Period and Exit load and Taxation for various categories of schemes.

Lockin Period:
Retirement Fund / Children's Gift Fund: Lumsum Investment has a lockin period of 5 years, (In case of SIP, Each installment has a lock-in period of 5 years).

Tax Saver / ELSS Fund: Lumsum Investment has a lock-in period of 3 years, (In case of SIP, Each installment has a lock-in period of 5 years).

Exit load is bit different in case of SIP and lumsum, It depends on Schemes also (In case of SIP, Every SIP is treated as fresh purchase and if redemed before 12 to 24 months Exit Load is applicable So exit load may be charged as per scheme according to SIP installment and redemption amount)

Taxation : STCG & LTCG are applicable as per existing taxation rules it varies from Scheme to Scheme and Investment Date, Redemption Date, Investment Holding time.

Investors are advised to consult their tax advisor before doing any transaction: Purchase / Switch / Redemption / STP / SWP
Tax benefits are subject to change in Tax Laws
We reserve the right to rectify errors/discrepancies in the reports, if any are observed or brought to our notice at any point in time, without being liable for such discrepancies.

We deal only in regular plans