Disclosure & Regulatory Information
Important regulatory and compliance information for investors
As a financial services provider, we are committed to transparency and regulatory compliance.
1. Regulatory Status
Addwise Financials® operates under applicable securities laws and regulations in India. We maintain the highest standards of compliance and transparency in all our business operations.
2. SEBI Registration
For information about our SEBI registration and compliance status, please visit:
3. Key Information Memorandum (KIM)
Every mutual fund scheme is required to have a KIM that provides essential information about the scheme, including its objectives, risk profile, and performance. KIMs are available on the respective mutual fund websites and with registered distributors.
4. Statement of Additional Information (SAI)
SAI contains detailed information about the scheme's operations, investment strategies, and fund management. You can request SAI from any AMC (Asset Management Company) or download it from their website.
5. AMFI Code of Conduct
We adhere to the Association of Mutual Funds in India (AMFI) Code of Conduct, which sets ethical standards for mutual fund distributors. This ensures transparency, fair dealing, and investor protection.
6. Risk Disclosure
Mutual fund investments are subject to market risks. The value of your investment may go up or down depending on the performance of the market. Past performance is not indicative of future results.
- Equity funds carry higher market risk
- Debt funds have interest rate and credit risks
- Hybrid funds combine equity and debt risks
- Money market funds have lower risk but lower returns
7. Fee and Expense Disclosure
All fees, commissions, and expenses are clearly disclosed in the mutual fund scheme's prospectus. We ensure full transparency regarding any charges associated with the funds we recommend.
8. Grievance Redressal
We have a robust grievance redressal mechanism. If you have any complaints or concerns, please contact us immediately:
Email: connect@addwisefin.com Phone: +91 98234 13161 / +91 74477 73161
9. Suitability of Investment
Before recommending any investment, we assess your financial goals, risk tolerance, and investment horizon. We ensure that all recommendations are suitable for your specific circumstances.
10. Conflict of Interest Policy
We maintain a comprehensive conflict of interest policy to ensure that all recommendations are made in your best interest, free from any bias or external pressure.
Important: Read all scheme related documents carefully before investing. Mutual fund investments are subject to market risks. Past performance does not guarantee future returns.
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