Disclosures & disclaimers
Transparency is part of how we work. The disclosures below apply across everything INVEST does.
Commission Disclosure
As per SEBI regulations, INVEST discloses that it may receive commission from Asset Management Companies in the form of trail commission for mutual fund distribution. The commission structure is available at the point of sale and upon request. This disclosure ensures transparency and helps you make informed decisions.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
- 01
Risk Profiling
INVEST recommends mutual fund schemes only after understanding your risk profile, investment horizon, and financial goals. Past performance is not indicative of future results.
- 02
Distributor vs Advisor
Varun Malhotra is an AMFI registered mutual fund distributor and does not provide portfolio management services or investment advisory services requiring SEBI RIA registration.
- 03
No Assured Returns
Mutual funds do not guarantee returns. Investments are subject to market fluctuations.
- 04
Confidentiality
All client information is kept confidential and used only for the purpose of mutual fund distribution as per SEBI/AMFI guidelines.
- 05
Business Days
Mutual fund transactions and NAV updates happen only on business days as per SEBI regulations.
ARN-85889 · AMFI Registered Mutual Fund Distributor