Disclaimers:
Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Offer Document carefully before investing.
SEBI has vide its circular dated November 26, 2010, stipulated that with respect to purchase of units of income/ debt oriented schemes (other than liquid schemes) with amount equal to or more than 1 Cr., irrespective of the time of application, the closing NAV of day on which funds are available for utilisation shall be applicable. All Investors are advised to keep in mind said circular while investing in income/ debt-oriented schemes (other than liquid schemes).
Investment in Securities markets are subject to market risks, read all the related documents carefully before investing.
*Brokerage will not exceed the SEBI prescribed limit. The securities quoted are exemplary and not recommendatory. Margins, as prescribed by Exchanges/SEBI, will be applicable.
Insurance, NPS are not Exchange-traded products and Wealth India Financial Services Pvt Ltd is just acting as distributor.
All disputes with respect to the distribution activity, would not have access to the Exchange Investor Redressal Forum or Arbitration mechanism
Investments in Specialised Investment Funds (SIFs) involve substantial risk, including the potential loss of principal. These are not guaranteed products and are subject to market volatility, liquidity constraints, concentration risks and other risks as described in the relevant offer documents. Minimum investment thresholds apply. You should read all Scheme-related documents carefully and consult independent financial, tax and legal advisors before investing. Past performance is not indicative of future results. This communication is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities.
Investment in the securities market is subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, and certification from NISM, in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Wealth India Financial Services Pvt. Ltd. (with ARN code 69583) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services.
Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f. 1st September 2020.
Update your email and mobile number with your stock broker / depository participant and receive OTP directly from the depository on your e-mail and/or mobile number to create a pledge.
Pay 20% upfront margin of the transaction value to trade in cash market segment.
Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 and BSE vide notice no. 20200731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 dated August 31, 2020 and other guidelines issued from time to time in this regard.
Check your securities / mutual funds / bonds in the consolidated account statement issued by NSDL/CDSL every month.
Sharing of trading credentials – login id & passwords including OTPs: Keep Your Password/Pin and OTP’s private & confidential to avoid any misuse or unauthorised trades. - Please ensure that you do not share it with anyone.
Trading in leveraged products like options without proper understanding, which could lead to losses Writing/ selling options or trading in option strategies based on tips, without basic knowledge & understanding of the product and its risks.
Dealing in unsolicited tips through WhatsApp, Telegram, YouTube, Facebook, SMS, calls, etc. Trading in “Options” based on recommendations from unauthorised / unregistered investment advisors and influencers.
As per regulations Stock broker (WEALTH INDIA FINANCIAL SERVICES PVT LTD) is permitted to receive/pay money from/to investor through designated bank accounts only named as ‘client bank accounts’. Hence, the following ‘client bank account(s)’ only is/are to be used for the purpose of dealings in your trading account with us.
Insurance is subject to market risks and is a subject matter of solicitation. It is the users’ responsibility to understand the restrictions and risks involved in different insurance products/policies. Under no circumstances can/will Wealth India Financial Services Limited take any liability for this. We request users to read and understand the offer and subject documents carefully.
Please use this account for transferring funds for the purpose of trading: Account name: Wealth India Financial Services Pvt. Ltd; Bank: HDFC Bank; A/C No.: 00820340000525 ; IFSC Code: HDFC0000082; Branch: NUNGAMBAKKAM BRANCH, Chennai 600034; A/C Type: Current. The details of these client bank accounts are also displayed by Stock Exchanges on their website under “Know/ Locate your Stock Broker”.
Alternative Investment Funds (AIFs) are privately pooled investment vehicles regulated by the Securities and Exchange Board of India (“SEBI”) under the SEBI (Alternative Investment Funds) Regulations, 2012.
Investments in AIFs are subject to market risks including possible loss of principal. AIF investments may involve higher risk, limited liquidity and longer investment horizons compared to traditional investment products such as mutual funds.
Past performance may or may not be sustained in the future and should not be used as a basis for investment decisions. Any projections, forecasts or estimates from asset managers are forward-looking statements and are not guarantees of future performance.
AIF units are issued through private placement and are not publicly offered. Investment in AIFs is intended for sophisticated investors who understand and are willing to bear the risks associated with such investments.
Registration granted by SEBI does not imply that SEBI approves, recommends or guarantees the performance of the AIF.
Investors should carefully read the Private Placement Memorandum (PPM), Contribution agreement and related documents before making any investment decision and should consult their financial, legal and tax advisors if necessary.
No Offer / Solicitation Disclaimer
The information provided on this website is for informational purposes only and should not be construed as an offer to sell or solicitation to buy any securities or investment products in any jurisdiction where such offer or solicitation would be unlawful.
Suitability Disclaimer
Investment in AIFs and PMS products may not be suitable for all investors. Investors should evaluate their investment objectives, financial situation and risk tolerance before investing.
Portfolio Management Services (“PMS”) are offered by SEBI registered Portfolio Managers under the provisions of the SEBI (Portfolio Managers) Regulations, 2020. The information provided on this platform is for informational and distribution purposes only.
Wealth India Financial Services Pvt Ltd acts only as a distributor / facilitator of PMS products offered by SEBI registered Portfolio Managers and does not act as a Portfolio Manager unless specifically stated.
Investments through Portfolio Management Services are subject to market risks including the possible loss of capital. PMS strategies may involve higher risk compared to traditional investment products and may be suitable only for investors with an appropriate risk appetite and investment horizon.
Past performance may or may not be sustained in the future and should not be used as a basis for investment decisions.
As per SEBI regulations, the minimum investment amount for PMS is ₹50 lakh, or such other amount as may be prescribed by SEBI from time to time.
Registration granted by the Securities and Exchange Board of India does not imply that SEBI approves, recommends or guarantees the performance of the Portfolio Manager or the returns of the PMS strategy.
Any projections, forecasts or estimates provided are illustrative in nature and do not constitute a promise or guarantee of returns.
Wealth India Financial Services Pvt Ltd may receive distribution fees or commissions from the Portfolio Manager for distribution of PMS products.
The information provided should not be construed as investment advice, recommendation or solicitation to buy or sell securities. Investors are advised to independently evaluate the PMS strategy and consult their financial, legal and tax advisors before investing.
Investors should carefully read the PMS Disclosure Document, Client Agreement, and other related documents issued by the respective Portfolio Manager before making any investment decision.
Investment in PMS may not be suitable for all investors. Investors should evaluate their investment objectives, risk tolerance and financial situation before investing.
SEBI has vide its circular dated November 26, 2010, stipulated that with respect to purchase of units of income/ debt oriented schemes (other than liquid schemes) with amount equal to or more than 1 Cr., irrespective of the time of application, the closing NAV of day on which funds are available for utilisation shall be applicable. All Investors are advised to keep in mind said circular while investing in income/ debt-oriented schemes (other than liquid schemes).
Investment in Securities markets are subject to market risks, read all the related documents carefully before investing.
*Brokerage will not exceed the SEBI prescribed limit. The securities quoted are exemplary and not recommendatory. Margins, as prescribed by Exchanges/SEBI, will be applicable.
Insurance, NPS are not Exchange-traded products and Wealth India Financial Services Pvt Ltd is just acting as distributor.
All disputes with respect to the distribution activity, would not have access to the Exchange Investor Redressal Forum or Arbitration mechanism
Investments in Specialised Investment Funds (SIFs) involve substantial risk, including the potential loss of principal. These are not guaranteed products and are subject to market volatility, liquidity constraints, concentration risks and other risks as described in the relevant offer documents. Minimum investment thresholds apply. You should read all Scheme-related documents carefully and consult independent financial, tax and legal advisors before investing. Past performance is not indicative of future results. This communication is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities.
Research Disclaimer:
Investment in the securities market is subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, and certification from NISM, in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Wealth India Financial Services Pvt. Ltd. (with ARN code 69583) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services.
Guidelines on Margin Requirement:
Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f. 1st September 2020.
Update your email and mobile number with your stock broker / depository participant and receive OTP directly from the depository on your e-mail and/or mobile number to create a pledge.
Pay 20% upfront margin of the transaction value to trade in cash market segment.
Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 and BSE vide notice no. 20200731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 dated August 31, 2020 and other guidelines issued from time to time in this regard.
Check your securities / mutual funds / bonds in the consolidated account statement issued by NSDL/CDSL every month.
Cautionary Message:
Sharing of trading credentials – login id & passwords including OTPs: Keep Your Password/Pin and OTP’s private & confidential to avoid any misuse or unauthorised trades. - Please ensure that you do not share it with anyone.
Trading in leveraged products like options without proper understanding, which could lead to losses Writing/ selling options or trading in option strategies based on tips, without basic knowledge & understanding of the product and its risks.
Dealing in unsolicited tips through WhatsApp, Telegram, YouTube, Facebook, SMS, calls, etc. Trading in “Options” based on recommendations from unauthorised / unregistered investment advisors and influencers.
As per regulations Stock broker (WEALTH INDIA FINANCIAL SERVICES PVT LTD) is permitted to receive/pay money from/to investor through designated bank accounts only named as ‘client bank accounts’. Hence, the following ‘client bank account(s)’ only is/are to be used for the purpose of dealings in your trading account with us.
Insurance is subject to market risks and is a subject matter of solicitation. It is the users’ responsibility to understand the restrictions and risks involved in different insurance products/policies. Under no circumstances can/will Wealth India Financial Services Limited take any liability for this. We request users to read and understand the offer and subject documents carefully.
Please use this account for transferring funds for the purpose of trading: Account name: Wealth India Financial Services Pvt. Ltd; Bank: HDFC Bank; A/C No.: 00820340000525 ; IFSC Code: HDFC0000082; Branch: NUNGAMBAKKAM BRANCH, Chennai 600034; A/C Type: Current. The details of these client bank accounts are also displayed by Stock Exchanges on their website under “Know/ Locate your Stock Broker”.
Alternative Investment Fund (AIF) Disclaimer
Alternative Investment Funds (AIFs) are privately pooled investment vehicles regulated by the Securities and Exchange Board of India (“SEBI”) under the SEBI (Alternative Investment Funds) Regulations, 2012.
Investments in AIFs are subject to market risks including possible loss of principal. AIF investments may involve higher risk, limited liquidity and longer investment horizons compared to traditional investment products such as mutual funds.
Past performance may or may not be sustained in the future and should not be used as a basis for investment decisions. Any projections, forecasts or estimates from asset managers are forward-looking statements and are not guarantees of future performance.
AIF units are issued through private placement and are not publicly offered. Investment in AIFs is intended for sophisticated investors who understand and are willing to bear the risks associated with such investments.
Registration granted by SEBI does not imply that SEBI approves, recommends or guarantees the performance of the AIF.
Investors should carefully read the Private Placement Memorandum (PPM), Contribution agreement and related documents before making any investment decision and should consult their financial, legal and tax advisors if necessary.
No Offer / Solicitation Disclaimer
The information provided on this website is for informational purposes only and should not be construed as an offer to sell or solicitation to buy any securities or investment products in any jurisdiction where such offer or solicitation would be unlawful.
Suitability Disclaimer
Investment in AIFs and PMS products may not be suitable for all investors. Investors should evaluate their investment objectives, financial situation and risk tolerance before investing.
PMS DISCLAIMER
Regulatory Disclosure
Portfolio Management Services (“PMS”) are offered by SEBI registered Portfolio Managers under the provisions of the SEBI (Portfolio Managers) Regulations, 2020. The information provided on this platform is for informational and distribution purposes only.
Wealth India Financial Services Pvt Ltd acts only as a distributor / facilitator of PMS products offered by SEBI registered Portfolio Managers and does not act as a Portfolio Manager unless specifically stated.
Risk Disclosure
Investments through Portfolio Management Services are subject to market risks including the possible loss of capital. PMS strategies may involve higher risk compared to traditional investment products and may be suitable only for investors with an appropriate risk appetite and investment horizon.
Past performance may or may not be sustained in the future and should not be used as a basis for investment decisions.
Minimum Investment Requirement
As per SEBI regulations, the minimum investment amount for PMS is ₹50 lakh, or such other amount as may be prescribed by SEBI from time to time.
No Assurance / No Guarantee
Registration granted by the Securities and Exchange Board of India does not imply that SEBI approves, recommends or guarantees the performance of the Portfolio Manager or the returns of the PMS strategy.
Any projections, forecasts or estimates provided are illustrative in nature and do not constitute a promise or guarantee of returns.
Distributor Role & No Advisory
Wealth India Financial Services Pvt Ltd may receive distribution fees or commissions from the Portfolio Manager for distribution of PMS products.
The information provided should not be construed as investment advice, recommendation or solicitation to buy or sell securities. Investors are advised to independently evaluate the PMS strategy and consult their financial, legal and tax advisors before investing.
Documentation
Investors should carefully read the PMS Disclosure Document, Client Agreement, and other related documents issued by the respective Portfolio Manager before making any investment decision.
Suitability
Investment in PMS may not be suitable for all investors. Investors should evaluate their investment objectives, risk tolerance and financial situation before investing.