Disclosures

Earnings from various Investments Products

Upfront Commission Annual Trail Commission
Debt Mutual Fund 0% 0.03% - 0.75%
Equity Mutual Fund 0% 0.1% - 1%
Portfolio Management Services 0% - 1.25% 0.35% - 1.25%
Peer to Peer Lending 0.5% - 1.5% 0% - 0.5%
Alternate Investment Funds 0.5% - 4.5% 0%

Detail Disclosure of the Commission Structure

We may receive some consideration by way of remuneration or compensation or in any other form whatsoever, by us or any of our associates or subsidiaries for any distribution or execution services in respect of the products or securities for which the investment advice is provided to the client. (see the above table for details.)

We do not recommend a stock broker. If any stock broker is recommended by any of our representative, we do not receive any consideration by way of remuneration or compensation or in any other form whatsoever from stock broker or any other intermediary so recommended to client.

We are not associated in any manner with any issuer of products/ securities; this ensures that there is no actual or potential conflict of interest. This also ensures that objectivity or independence in the carrying on of investment advisory services is not compromised.

Investments are subject to market risk, though best attempts are made for predicting markets, but no surety of return or accuracy of any kind is guaranteed, while the performance sheet of various products is available but should not be considered as a guarantee for future performance of the products/services. Clients are advised to consider all the advice as just an opinion and make investment decision on their own. In case of clients seeking advice on any specific positions already made by the client, we will be able to suggest best possible action considering our view on the security or product. Such suggestion under any circumstances shall be considered as an opinion (not advice) from our company and we advise client to consider our opinion and not consultancy to make his/her final decision. We are not liable for any losses whatsoever client may incur in accepting this opinion.

Client is also advised to trade only if the advice suit his current risk appetite and risk bearing capacity, all such advices shall be considered as a view or opinion and client shall on his/her discretion decide actual execution. We are not associated with any intermediaries and do not recommend services of any specific intermediaries.

No litigations have been filed against the company since the incorporation of the company.

All the advices which are suggested by our company are communicated in written, no verbal communication from any of the executives or otherwise under any circumstances shall be considered as advice by our company.

We do not guarantee any return.


Sample Agreements

We execute an agreement and do the periodic risk profiling for all our clients, see the documents listed below for details.