1. Mutual Fund Disclaimer
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performance of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit Loads and other cost structure (BER — Base Expense Ratio) applicable at the time of making the investment before finalizing any investment decision.
2. SIF (Specialized Investment Fund) Disclaimer
Investments in Specialized Investment Fund involve relatively higher risk including potential loss of capital, liquidity risk, and market volatility. SIF products are designed for investors with specific risk appetite and investment understanding. Please read all investment-strategy-related documents carefully before making the investment decision. Past performance of any SIF scheme is not indicative of future results.
3. PMS (Portfolio Management Services) Disclaimer
Investing in Portfolio Management Service (PMS) products is subject to market risks. No guaranteed or assured returns are being offered by any Portfolio Manager. Past performance of the Portfolio Manager is not an indicator of future results. PMS investments are suitable only for investors who understand the risks involved and have a minimum investment capacity as prescribed by SEBI. Shrey Wealth is an APMI Registered PMS Distributor (APRN-02027) and NOT a Portfolio Manager. We distribute PMS products from SEBI-registered Portfolio Managers only.
4. Distribution & Commission Disclosure
Shrey Wealth deals in Regular Plans only for Mutual Fund and SIF Schemes and earns a trailing commission on client investments from the respective AMCs. No commission or fee is charged directly to investors for Mutual Fund or SIF distribution. The Direct-Plan option (lower expense ratio) is available to investors; we are not entitled to commission on Direct Plans and hence do not deal in Direct Plans.
5. Not an Investment Adviser
Shrey Wealth is an AMFI Registered Mutual Fund Distributor & SIF Distributor (ARN-255332) and APMI Registered PMS Distributor (APRN-02027). We are NOT a SEBI-registered Investment Adviser. We provide incidental advisory services only as permitted for mutual fund distributors under SEBI regulations. For personalized investment advice, please consult a SEBI-registered Investment Adviser.
6. Universal Closing Line
All Investments are subject to market risks, and investors must be aware that returns can be volatile and are not guaranteed.