01Registrations
- AMFI Registered Mutual Fund Distributor: ARN 174062
- APMI Registration: APRN-04975
Registration with AMFI or APMI does not guarantee the performance of any product or of the distributor, and does not assure any returns.
02Our role
Financial Wisdom distributes mutual funds and portfolio management services and helps clients choose, invest in and review them in line with their goals and risk profile.
We are not a SEBI-registered Investment Adviser. Any guidance we give is provided as a distributor and not as investment advisory services under the SEBI (Investment Advisers) Regulations, 2013.
03Mutual funds
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
Past performance of any scheme is not indicative of its future performance. The value of investments and the income from them can go down as well as up.
04Portfolio management services
Investments in PMS are subject to market risks. Please read the Disclosure Document of the portfolio manager carefully before investing. PMS carries a regulatory minimum investment and may not suit every investor.
05No assured returns
We do not promise or guarantee returns. Figures in illustrations, calculators and examples use stated assumptions and are not forecasts.
06Tax
Tax treatment depends on your individual circumstances and may change. We plan investments alongside the advice of your chartered accountant, who should confirm tax matters.
07Website content
Content on this website is for information and education. It is not an offer to buy or sell any product, nor a recommendation for any individual.