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The Firm provides portfolio management and investment advisory services to eligible investors in terms of the SEBI (Portfolio Managers) Regulations, 1993 and such other statutes and/ or regulations as are applicable from time to time. It is important for any eligible investor to read very carefully the disclosure document and all related literature as provided on the website, consult your tax and investment adviser(s) to assess and understand the tax implications, product suitability, associated risks in relation to capital market investment and then take an informed decision. Providing access to the disclosure document and related literature on the website does not in any manner constitute a distribution, an offer to buy or sell or the solicitation of any offer to buy or sell any investment product of the Firm or any security in any jurisdiction in which such distribution, sale or offer is not authorised. Merely providing the disclosure document and related literature on the website does not constitute legal and/ or investment advice.
No one should take any decision without understanding the services provided by the Firm, the risks involved in availing the services of the portfolio manager, risk associated with investing in capital market, determining and understanding the product suitability, determining and understanding if he/ she is permitted to avail the services of the portfolio manager under applicable regulatory system, also consult his/ her tax and/ or financial advisor and then take well informed decision.
Political instability or changes in the Government could adversely affect economic conditions in India generally and the Portfolio Manager’s business in particular. The companies in which portfolio investment is made may be affected by interest rates, changes in Government policy, taxation, social and civil unrest and other political, economic or other developments in or affecting India.
Inflation and rapid fluctuations in inflation rates have had, and may have, negative effects on the economies and securities markets of the Indian economy. International crude oil prices and interest rates will have an important influence on whether economic growth targets in India will be met. Any sharp increases in interest rates and commodity prices, such as crude oil prices, could reactivate inflationary pressures on the local economy and negatively affect the medium-term economic outlook of India.
Changes in state and central taxes and other levies in India may have an adverse effect on the cost of operating activities of the investment entities. The Government of India, State Governments and other local authorities in India impose various taxes, duties and other levies that could affect the performance of the investment entities. An increase in these taxes, duties or levies, or the imposition of new taxes, duties or levies in the future may have a material adverse effect on the Client Portfolio’s profitability. Furthermore, the tax laws in relation to the Client Portfolio are subject to change, and tax liabilities could be incurred by Clients as a result of such changes.
Redemption of investment ahead of the maturity or prescribed optimal timeline of investment may result in depressed realisation of the value. Administrative charges applicable for early redemption will further reduce the returns on investment.