Legal
Legal
Legal
Legal
Disclaimer
Disclosure
Privacy Policy
Disclaimer
1.
It has come to our attention that unauthorized individuals or groups may impersonate Wealth Managers (India) Pvt. Ltd. using our name, logo, or executive identities on platforms like WhatsApp, Telegram, social media, or fake websites/apps to offer stock tips, investment advice, or schemes. We are not affiliated with any such groups, apps, or individuals promoting unauthorized services.
We do not solicit investments via social media, unsolicited emails, or apps outside our official channels.
Minimum investment requirements apply as per SEBI regulations (e.g., INR 50 lakh for PMS).
Report suspicious activities to cybercrime authorities (e.g., 1930 helpline or https://www.cybercrime.gov.in).
Wealth Managers (India) Pvt. Ltd. shall not be responsible for any losses from reliance on these fraudulent sources. For authentic information, contact us via official channels: [email/phone] or visit www.wealthmanagersindia.com."
2.
This Website is not intended for use by residents of the United States of America (USA), Canada, or any 'US Person' as defined under US securities laws. Products/services are not registered under the US Securities Act and may not be offered/sold in the USA except under exemptions. By accessing this site, you confirm you are not a US/Canada resident or US Person, are located in India, and comply with local laws. Wealth Managers (India) Pvt. Ltd. disclaims liability for any false confirmations or non-compliance.
3.
Investment in securities involves market risks; read the PMS Disclosure Document carefully before investing. There is no assurance that investment objectives will be achieved. Performance data is not verified by SEBI and is provided for illustrative purposes only."
The content of this Website is for general information purposes only and under no circumstances is the information therein to be used or considered as constituting an offer to buy or sell, or solicitation of any offer to buy or offer or recommendation to acquire or dispose of any security, commodity or investment or to engage in any other transaction. The information contained herein is not to be used for any other purpose or made available to anyone not directly associated with the determination of any such interest.
Wealth Managers (I) Pvt. Ltd. offers different products and services. These products are offered to investors in accordance with applicable laws and regulations. The information provided on this Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. All persons and entities accessing this Website do so of their own initiative and are responsible for compliance with such applicable local laws and regulations. This Website is not directed to any person in any jurisdiction where the publication or availability of this Website is prohibited by reason of that person’s investment profile, nationality, residence or otherwise.
Forward looking statements and past performance
The contents of this Website may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Investment Manager, or its investments. Assumptions are based upon certain assumptions, management forecasts and analysis of information available as at the date of this document and reflects prevailing conditions and our views as of the date of the document, all of which are accordingly subject to change at any time without notice and the PMS and the Investment Manager are under no obligation to notify you of any of these changes. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. Investment Manager undertakes no obligation to update, amend or clarify forward-looking statements, whether as a result of new information, future events or otherwise.
Furthermore, certain information herein may be based in part on hypothetical assumptions and past performance. Past performance is neither indicative nor a guarantee of future performance. No representation is being made to the effect that any investment will or is likely to achieve profits or losses similar to those achieved in the past or that significant losses will be avoided. The actual performance and outcomes may differ materially, from that set forth in this document. Nothing contained herein shall constitute any representation or warranty as to future performance or business strategy of the products offered by Investment Manager. All opinions, figures, charts/graphs, estimates and data included in this document are as on date and are subject to change without notice. Readers shall be fully responsible/liable for any decision taken on the basis of this document. Carefully consider the products’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the constitutive documents pertaining to each product that Investment Manager offers.
Any opinions or statements expressed herein are subject to change. The information contained herein does not and does not attempt to, disclose all the risks and other significant aspects of entering into any transaction. For tax consequences, each investor is advised to consult his/her own professional tax advisor. Readers shall solely be responsible for any liability incurred by them in this regard and will indemnify Investment Manager for any liability it may incur in this respect. Performance related information provided has not been verified by the Securities and Exchange Board of India (SEBI)
As with any investments in listed securities, the value of the portfolio may go up or down depending on the various factors and forces affecting the capital markets.
International access to this website
Due to the global nature of the Internet, this Website may be accessed by users in countries other than India. Investment Manager makes no warranties that materials on this Website are appropriate or available for use in such jurisdictions. Where it is illegal or prohibited in the user’s country of origin to access or use this Website, then the user should refrain from doing so. Those who choose to access this Website from outside India do so on their own initiative and are responsible for compliance with all applicable laws and regulations.
Other Disclaimers and Risk factors
Wealth Managers India Private Limited ("WMIPL") or ("Portfolio Manager") is a SEBI registered Portfolio Manager (Registration No INP000001660) registered under SEBI (Portfolio Managers) Regulations, 2020. Performance related information is not verified by SEBI. The views constitute only the opinions and do not constitute any guidelines or recommendation on any course of action to be followed by the readers.
This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. The Portfolio Manager, it's Holding Company, associate concerns or affiliates or any of their respective directors, employees or representatives do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information.
Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate, in accordance with the applicable laws, rules and regulations and the opinions given, if any are fair and reasonable.
Recipients of this information should rely on information/data arising out of their own investigations. Readers are advised to seek independent professional advice and arrive at an informed investment decision before making any investments.
None of the Portfolio Manager, its Holding Company, associate concerns or affiliates or their respective directors, employees or representatives shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way from the information contained in this material.
The information contained in this document should not be reproduced or redistributed or passed on directly or indirectly in any form to any other person or published, copied, in whole or in part, for any purpose.
Investments in PMS strategies are subject to market risks and there are no assurances or guarantees that the objectives of the Strategy will be achieved. The investments in the Portfolios may not be suited to all categories of investors. Portfolio may be exposed to various risks depending on the investment objective, investment style and the asset allocation pattern of the Portfolio.
The value of the portfolio can go up or down depending on various market factors. Past performance of the Portfolio Manager does not indicate the future performance of the Strategy or any other future Strategies of the Portfolio Manager. Investors are not being offered any guaranteed or indicative returns through the Strategy. The name of the Strategy does not in any manner indicate its prospects or returns.
The value of the portfolio investments may be affected generally by factors affecting financial markets, such as price and volume, volatility in interest rates, currency exchange rates, changes in regulatory and administrative policies of the Government or any other appropriate authority (including tax laws) or other political and economic developments. Consequently, there can be no assurance that the objective of the Portfolio would achieve. The value of the portfolios may fluctuate and can go up or down. Prospective investors are advised to carefully review the Disclosure Document, Client Agreement, and other related documents carefully and in its entirety and consult their legal, tax and financial advisors to determine possible legal, tax and financial or any other consequences of investing under this Portfolio, before making an investment decision. The composition of the portfolio is subject to changes within the provisions of the disclosure document. The benchmark of the portfolios can be changed from time to time in the future. Stocks referred to in this document are not an endorsement of their soundness or a recommendation to buy or sell. The same may or may not be a part of the Portfolio in future or any other existing PMS Strategies launched from time to time.
Disclaimer
Disclosure
Privacy Policy
Disclaimer
1.
It has come to our attention that unauthorized individuals or groups may impersonate Wealth Managers (India) Pvt. Ltd. using our name, logo, or executive identities on platforms like WhatsApp, Telegram, social media, or fake websites/apps to offer stock tips, investment advice, or schemes. We are not affiliated with any such groups, apps, or individuals promoting unauthorized services.
We do not solicit investments via social media, unsolicited emails, or apps outside our official channels.
Minimum investment requirements apply as per SEBI regulations (e.g., INR 50 lakh for PMS).
Report suspicious activities to cybercrime authorities (e.g., 1930 helpline or https://www.cybercrime.gov.in).
Wealth Managers (India) Pvt. Ltd. shall not be responsible for any losses from reliance on these fraudulent sources. For authentic information, contact us via official channels: [email/phone] or visit www.wealthmanagersindia.com."
2.
This Website is not intended for use by residents of the United States of America (USA), Canada, or any 'US Person' as defined under US securities laws. Products/services are not registered under the US Securities Act and may not be offered/sold in the USA except under exemptions. By accessing this site, you confirm you are not a US/Canada resident or US Person, are located in India, and comply with local laws. Wealth Managers (India) Pvt. Ltd. disclaims liability for any false confirmations or non-compliance.
3.
Investment in securities involves market risks; read the PMS Disclosure Document carefully before investing. There is no assurance that investment objectives will be achieved. Performance data is not verified by SEBI and is provided for illustrative purposes only."
The content of this Website is for general information purposes only and under no circumstances is the information therein to be used or considered as constituting an offer to buy or sell, or solicitation of any offer to buy or offer or recommendation to acquire or dispose of any security, commodity or investment or to engage in any other transaction. The information contained herein is not to be used for any other purpose or made available to anyone not directly associated with the determination of any such interest.
Wealth Managers (I) Pvt. Ltd. offers different products and services. These products are offered to investors in accordance with applicable laws and regulations. The information provided on this Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. All persons and entities accessing this Website do so of their own initiative and are responsible for compliance with such applicable local laws and regulations. This Website is not directed to any person in any jurisdiction where the publication or availability of this Website is prohibited by reason of that person’s investment profile, nationality, residence or otherwise.
Forward looking statements and past performance
The contents of this Website may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Investment Manager, or its investments. Assumptions are based upon certain assumptions, management forecasts and analysis of information available as at the date of this document and reflects prevailing conditions and our views as of the date of the document, all of which are accordingly subject to change at any time without notice and the PMS and the Investment Manager are under no obligation to notify you of any of these changes. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. Investment Manager undertakes no obligation to update, amend or clarify forward-looking statements, whether as a result of new information, future events or otherwise.
Furthermore, certain information herein may be based in part on hypothetical assumptions and past performance. Past performance is neither indicative nor a guarantee of future performance. No representation is being made to the effect that any investment will or is likely to achieve profits or losses similar to those achieved in the past or that significant losses will be avoided. The actual performance and outcomes may differ materially, from that set forth in this document. Nothing contained herein shall constitute any representation or warranty as to future performance or business strategy of the products offered by Investment Manager. All opinions, figures, charts/graphs, estimates and data included in this document are as on date and are subject to change without notice. Readers shall be fully responsible/liable for any decision taken on the basis of this document. Carefully consider the products’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the constitutive documents pertaining to each product that Investment Manager offers.
Any opinions or statements expressed herein are subject to change. The information contained herein does not and does not attempt to, disclose all the risks and other significant aspects of entering into any transaction. For tax consequences, each investor is advised to consult his/her own professional tax advisor. Readers shall solely be responsible for any liability incurred by them in this regard and will indemnify Investment Manager for any liability it may incur in this respect. Performance related information provided has not been verified by the Securities and Exchange Board of India (SEBI)
As with any investments in listed securities, the value of the portfolio may go up or down depending on the various factors and forces affecting the capital markets.
International access to this website
Due to the global nature of the Internet, this Website may be accessed by users in countries other than India. Investment Manager makes no warranties that materials on this Website are appropriate or available for use in such jurisdictions. Where it is illegal or prohibited in the user’s country of origin to access or use this Website, then the user should refrain from doing so. Those who choose to access this Website from outside India do so on their own initiative and are responsible for compliance with all applicable laws and regulations.
Other Disclaimers and Risk factors
Wealth Managers India Private Limited ("WMIPL") or ("Portfolio Manager") is a SEBI registered Portfolio Manager (Registration No INP000001660) registered under SEBI (Portfolio Managers) Regulations, 2020. Performance related information is not verified by SEBI. The views constitute only the opinions and do not constitute any guidelines or recommendation on any course of action to be followed by the readers.
This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. The Portfolio Manager, it's Holding Company, associate concerns or affiliates or any of their respective directors, employees or representatives do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information.
Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate, in accordance with the applicable laws, rules and regulations and the opinions given, if any are fair and reasonable.
Recipients of this information should rely on information/data arising out of their own investigations. Readers are advised to seek independent professional advice and arrive at an informed investment decision before making any investments.
None of the Portfolio Manager, its Holding Company, associate concerns or affiliates or their respective directors, employees or representatives shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way from the information contained in this material.
The information contained in this document should not be reproduced or redistributed or passed on directly or indirectly in any form to any other person or published, copied, in whole or in part, for any purpose.
Investments in PMS strategies are subject to market risks and there are no assurances or guarantees that the objectives of the Strategy will be achieved. The investments in the Portfolios may not be suited to all categories of investors. Portfolio may be exposed to various risks depending on the investment objective, investment style and the asset allocation pattern of the Portfolio.
The value of the portfolio can go up or down depending on various market factors. Past performance of the Portfolio Manager does not indicate the future performance of the Strategy or any other future Strategies of the Portfolio Manager. Investors are not being offered any guaranteed or indicative returns through the Strategy. The name of the Strategy does not in any manner indicate its prospects or returns.
The value of the portfolio investments may be affected generally by factors affecting financial markets, such as price and volume, volatility in interest rates, currency exchange rates, changes in regulatory and administrative policies of the Government or any other appropriate authority (including tax laws) or other political and economic developments. Consequently, there can be no assurance that the objective of the Portfolio would achieve. The value of the portfolios may fluctuate and can go up or down. Prospective investors are advised to carefully review the Disclosure Document, Client Agreement, and other related documents carefully and in its entirety and consult their legal, tax and financial advisors to determine possible legal, tax and financial or any other consequences of investing under this Portfolio, before making an investment decision. The composition of the portfolio is subject to changes within the provisions of the disclosure document. The benchmark of the portfolios can be changed from time to time in the future. Stocks referred to in this document are not an endorsement of their soundness or a recommendation to buy or sell. The same may or may not be a part of the Portfolio in future or any other existing PMS Strategies launched from time to time.
Disclaimer
Disclosure
Privacy Policy
Disclaimer
1.
It has come to our attention that unauthorized individuals or groups may impersonate Wealth Managers (India) Pvt. Ltd. using our name, logo, or executive identities on platforms like WhatsApp, Telegram, social media, or fake websites/apps to offer stock tips, investment advice, or schemes. We are not affiliated with any such groups, apps, or individuals promoting unauthorized services.
We do not solicit investments via social media, unsolicited emails, or apps outside our official channels.
Minimum investment requirements apply as per SEBI regulations (e.g., INR 50 lakh for PMS).
Report suspicious activities to cybercrime authorities (e.g., 1930 helpline or https://www.cybercrime.gov.in).
Wealth Managers (India) Pvt. Ltd. shall not be responsible for any losses from reliance on these fraudulent sources. For authentic information, contact us via official channels: [email/phone] or visit www.wealthmanagersindia.com."
2.
This Website is not intended for use by residents of the United States of America (USA), Canada, or any 'US Person' as defined under US securities laws. Products/services are not registered under the US Securities Act and may not be offered/sold in the USA except under exemptions. By accessing this site, you confirm you are not a US/Canada resident or US Person, are located in India, and comply with local laws. Wealth Managers (India) Pvt. Ltd. disclaims liability for any false confirmations or non-compliance.
3.
Investment in securities involves market risks; read the PMS Disclosure Document carefully before investing. There is no assurance that investment objectives will be achieved. Performance data is not verified by SEBI and is provided for illustrative purposes only."
The content of this Website is for general information purposes only and under no circumstances is the information therein to be used or considered as constituting an offer to buy or sell, or solicitation of any offer to buy or offer or recommendation to acquire or dispose of any security, commodity or investment or to engage in any other transaction. The information contained herein is not to be used for any other purpose or made available to anyone not directly associated with the determination of any such interest.
Wealth Managers (I) Pvt. Ltd. offers different products and services. These products are offered to investors in accordance with applicable laws and regulations. The information provided on this Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. All persons and entities accessing this Website do so of their own initiative and are responsible for compliance with such applicable local laws and regulations. This Website is not directed to any person in any jurisdiction where the publication or availability of this Website is prohibited by reason of that person’s investment profile, nationality, residence or otherwise.
Forward looking statements and past performance
The contents of this Website may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Investment Manager, or its investments. Assumptions are based upon certain assumptions, management forecasts and analysis of information available as at the date of this document and reflects prevailing conditions and our views as of the date of the document, all of which are accordingly subject to change at any time without notice and the PMS and the Investment Manager are under no obligation to notify you of any of these changes. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. Investment Manager undertakes no obligation to update, amend or clarify forward-looking statements, whether as a result of new information, future events or otherwise.
Furthermore, certain information herein may be based in part on hypothetical assumptions and past performance. Past performance is neither indicative nor a guarantee of future performance. No representation is being made to the effect that any investment will or is likely to achieve profits or losses similar to those achieved in the past or that significant losses will be avoided. The actual performance and outcomes may differ materially, from that set forth in this document. Nothing contained herein shall constitute any representation or warranty as to future performance or business strategy of the products offered by Investment Manager. All opinions, figures, charts/graphs, estimates and data included in this document are as on date and are subject to change without notice. Readers shall be fully responsible/liable for any decision taken on the basis of this document. Carefully consider the products’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the constitutive documents pertaining to each product that Investment Manager offers.
Any opinions or statements expressed herein are subject to change. The information contained herein does not and does not attempt to, disclose all the risks and other significant aspects of entering into any transaction. For tax consequences, each investor is advised to consult his/her own professional tax advisor. Readers shall solely be responsible for any liability incurred by them in this regard and will indemnify Investment Manager for any liability it may incur in this respect. Performance related information provided has not been verified by the Securities and Exchange Board of India (SEBI)
As with any investments in listed securities, the value of the portfolio may go up or down depending on the various factors and forces affecting the capital markets.
International access to this website
Due to the global nature of the Internet, this Website may be accessed by users in countries other than India. Investment Manager makes no warranties that materials on this Website are appropriate or available for use in such jurisdictions. Where it is illegal or prohibited in the user’s country of origin to access or use this Website, then the user should refrain from doing so. Those who choose to access this Website from outside India do so on their own initiative and are responsible for compliance with all applicable laws and regulations.
Other Disclaimers and Risk factors
Wealth Managers India Private Limited ("WMIPL") or ("Portfolio Manager") is a SEBI registered Portfolio Manager (Registration No INP000001660) registered under SEBI (Portfolio Managers) Regulations, 2020. Performance related information is not verified by SEBI. The views constitute only the opinions and do not constitute any guidelines or recommendation on any course of action to be followed by the readers.
This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. The Portfolio Manager, it's Holding Company, associate concerns or affiliates or any of their respective directors, employees or representatives do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information.
Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate, in accordance with the applicable laws, rules and regulations and the opinions given, if any are fair and reasonable.
Recipients of this information should rely on information/data arising out of their own investigations. Readers are advised to seek independent professional advice and arrive at an informed investment decision before making any investments.
None of the Portfolio Manager, its Holding Company, associate concerns or affiliates or their respective directors, employees or representatives shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way from the information contained in this material.
The information contained in this document should not be reproduced or redistributed or passed on directly or indirectly in any form to any other person or published, copied, in whole or in part, for any purpose.
Investments in PMS strategies are subject to market risks and there are no assurances or guarantees that the objectives of the Strategy will be achieved. The investments in the Portfolios may not be suited to all categories of investors. Portfolio may be exposed to various risks depending on the investment objective, investment style and the asset allocation pattern of the Portfolio.
The value of the portfolio can go up or down depending on various market factors. Past performance of the Portfolio Manager does not indicate the future performance of the Strategy or any other future Strategies of the Portfolio Manager. Investors are not being offered any guaranteed or indicative returns through the Strategy. The name of the Strategy does not in any manner indicate its prospects or returns.
The value of the portfolio investments may be affected generally by factors affecting financial markets, such as price and volume, volatility in interest rates, currency exchange rates, changes in regulatory and administrative policies of the Government or any other appropriate authority (including tax laws) or other political and economic developments. Consequently, there can be no assurance that the objective of the Portfolio would achieve. The value of the portfolios may fluctuate and can go up or down. Prospective investors are advised to carefully review the Disclosure Document, Client Agreement, and other related documents carefully and in its entirety and consult their legal, tax and financial advisors to determine possible legal, tax and financial or any other consequences of investing under this Portfolio, before making an investment decision. The composition of the portfolio is subject to changes within the provisions of the disclosure document. The benchmark of the portfolios can be changed from time to time in the future. Stocks referred to in this document are not an endorsement of their soundness or a recommendation to buy or sell. The same may or may not be a part of the Portfolio in future or any other existing PMS Strategies launched from time to time.
Disclaimer
Disclosure
Privacy Policy
Disclaimer
1.
It has come to our attention that unauthorized individuals or groups may impersonate Wealth Managers (India) Pvt. Ltd. using our name, logo, or executive identities on platforms like WhatsApp, Telegram, social media, or fake websites/apps to offer stock tips, investment advice, or schemes. We are not affiliated with any such groups, apps, or individuals promoting unauthorized services.
We do not solicit investments via social media, unsolicited emails, or apps outside our official channels.
Minimum investment requirements apply as per SEBI regulations (e.g., INR 50 lakh for PMS).
Report suspicious activities to cybercrime authorities (e.g., 1930 helpline or https://www.cybercrime.gov.in).
Wealth Managers (India) Pvt. Ltd. shall not be responsible for any losses from reliance on these fraudulent sources. For authentic information, contact us via official channels: [email/phone] or visit www.wealthmanagersindia.com."
2.
This Website is not intended for use by residents of the United States of America (USA), Canada, or any 'US Person' as defined under US securities laws. Products/services are not registered under the US Securities Act and may not be offered/sold in the USA except under exemptions. By accessing this site, you confirm you are not a US/Canada resident or US Person, are located in India, and comply with local laws. Wealth Managers (India) Pvt. Ltd. disclaims liability for any false confirmations or non-compliance.
3.
Investment in securities involves market risks; read the PMS Disclosure Document carefully before investing. There is no assurance that investment objectives will be achieved. Performance data is not verified by SEBI and is provided for illustrative purposes only."
The content of this Website is for general information purposes only and under no circumstances is the information therein to be used or considered as constituting an offer to buy or sell, or solicitation of any offer to buy or offer or recommendation to acquire or dispose of any security, commodity or investment or to engage in any other transaction. The information contained herein is not to be used for any other purpose or made available to anyone not directly associated with the determination of any such interest.
Wealth Managers (I) Pvt. Ltd. offers different products and services. These products are offered to investors in accordance with applicable laws and regulations. The information provided on this Website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. All persons and entities accessing this Website do so of their own initiative and are responsible for compliance with such applicable local laws and regulations. This Website is not directed to any person in any jurisdiction where the publication or availability of this Website is prohibited by reason of that person’s investment profile, nationality, residence or otherwise.
Forward looking statements and past performance
The contents of this Website may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Investment Manager, or its investments. Assumptions are based upon certain assumptions, management forecasts and analysis of information available as at the date of this document and reflects prevailing conditions and our views as of the date of the document, all of which are accordingly subject to change at any time without notice and the PMS and the Investment Manager are under no obligation to notify you of any of these changes. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. Investment Manager undertakes no obligation to update, amend or clarify forward-looking statements, whether as a result of new information, future events or otherwise.
Furthermore, certain information herein may be based in part on hypothetical assumptions and past performance. Past performance is neither indicative nor a guarantee of future performance. No representation is being made to the effect that any investment will or is likely to achieve profits or losses similar to those achieved in the past or that significant losses will be avoided. The actual performance and outcomes may differ materially, from that set forth in this document. Nothing contained herein shall constitute any representation or warranty as to future performance or business strategy of the products offered by Investment Manager. All opinions, figures, charts/graphs, estimates and data included in this document are as on date and are subject to change without notice. Readers shall be fully responsible/liable for any decision taken on the basis of this document. Carefully consider the products’ investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the constitutive documents pertaining to each product that Investment Manager offers.
Any opinions or statements expressed herein are subject to change. The information contained herein does not and does not attempt to, disclose all the risks and other significant aspects of entering into any transaction. For tax consequences, each investor is advised to consult his/her own professional tax advisor. Readers shall solely be responsible for any liability incurred by them in this regard and will indemnify Investment Manager for any liability it may incur in this respect. Performance related information provided has not been verified by the Securities and Exchange Board of India (SEBI)
As with any investments in listed securities, the value of the portfolio may go up or down depending on the various factors and forces affecting the capital markets.
International access to this website
Due to the global nature of the Internet, this Website may be accessed by users in countries other than India. Investment Manager makes no warranties that materials on this Website are appropriate or available for use in such jurisdictions. Where it is illegal or prohibited in the user’s country of origin to access or use this Website, then the user should refrain from doing so. Those who choose to access this Website from outside India do so on their own initiative and are responsible for compliance with all applicable laws and regulations.
Other Disclaimers and Risk factors
Wealth Managers India Private Limited ("WMIPL") or ("Portfolio Manager") is a SEBI registered Portfolio Manager (Registration No INP000001660) registered under SEBI (Portfolio Managers) Regulations, 2020. Performance related information is not verified by SEBI. The views constitute only the opinions and do not constitute any guidelines or recommendation on any course of action to be followed by the readers.
This document has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. The Portfolio Manager, it's Holding Company, associate concerns or affiliates or any of their respective directors, employees or representatives do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information.
Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate, in accordance with the applicable laws, rules and regulations and the opinions given, if any are fair and reasonable.
Recipients of this information should rely on information/data arising out of their own investigations. Readers are advised to seek independent professional advice and arrive at an informed investment decision before making any investments.
None of the Portfolio Manager, its Holding Company, associate concerns or affiliates or their respective directors, employees or representatives shall be liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way from the information contained in this material.
The information contained in this document should not be reproduced or redistributed or passed on directly or indirectly in any form to any other person or published, copied, in whole or in part, for any purpose.
Investments in PMS strategies are subject to market risks and there are no assurances or guarantees that the objectives of the Strategy will be achieved. The investments in the Portfolios may not be suited to all categories of investors. Portfolio may be exposed to various risks depending on the investment objective, investment style and the asset allocation pattern of the Portfolio.
The value of the portfolio can go up or down depending on various market factors. Past performance of the Portfolio Manager does not indicate the future performance of the Strategy or any other future Strategies of the Portfolio Manager. Investors are not being offered any guaranteed or indicative returns through the Strategy. The name of the Strategy does not in any manner indicate its prospects or returns.
The value of the portfolio investments may be affected generally by factors affecting financial markets, such as price and volume, volatility in interest rates, currency exchange rates, changes in regulatory and administrative policies of the Government or any other appropriate authority (including tax laws) or other political and economic developments. Consequently, there can be no assurance that the objective of the Portfolio would achieve. The value of the portfolios may fluctuate and can go up or down. Prospective investors are advised to carefully review the Disclosure Document, Client Agreement, and other related documents carefully and in its entirety and consult their legal, tax and financial advisors to determine possible legal, tax and financial or any other consequences of investing under this Portfolio, before making an investment decision. The composition of the portfolio is subject to changes within the provisions of the disclosure document. The benchmark of the portfolios can be changed from time to time in the future. Stocks referred to in this document are not an endorsement of their soundness or a recommendation to buy or sell. The same may or may not be a part of the Portfolio in future or any other existing PMS Strategies launched from time to time.
Wealth Managers (India) Private Limited is a registered Portfolio Manager registered with SEBI (Registration No.: INP000001660). CIN : U67190KA2003PTC191180.
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