Disclosures

Mutual Fund Distribution Disclosure:

  • Mutual funds are subject to market risks, read all scheme-related documents carefully before investing.

  • Past performance of mutual funds is not indicative of future results.

  • Investments in mutual funds are subject to market risks and there is no assurance or guarantee that the objectives of the scheme will be achieved.

  • In accordance with SEBI circulars and AMFI guidelines, commissions received for mutual fund distribution are earned strictly on a trail basis and are paid directly by the respective Asset Management Companies (AMCs) out of the scheme’s Total Expense Ratio (TER), at no additional direct cost to the investor. The indicative annual trail commission ranges from 0.20% to 1.50% for Equity schemes, 0.10% to 1.20% for Hybrid schemes, and 0.05% to 1.00% for Debt schemes.

  • Please note that these commission rates are subject to change quarterly and may vary based on the AMC, scheme category, investor location, and prevailing regulatory guidelines. All scheme recommendations are made purely on suitability and client risk profile, independent of the commission structure.

Insurance Planning Disclosure:

  • Insurance is a subject matter of solicitation.

  • Insurance plans are underwritten by respective insurance companies.

  • Premiums paid towards insurance are eligible for tax benefits under Section 80C of the Income Tax Act.

Retirement Planning Disclosure:

  • Retirement planning is a long-term investment and requires careful consideration.

  • The rate of return on investments can vary widely over time, especially for long-term investments.

  • Investing in retirement plans involves risks, including the possible loss of principal.

Investment Planning Disclosure:

  • Investing in securities involves risks, including the possible loss of principal.

  • Investment values may fluctuate and are subject to market risks.

  • There are no guarantees that any investment strategy will be successful.

General Disclosure:

  • Simpliwealth is not responsible for any errors or omissions on this website or any third-party websites linked to this website.

  • Simpliwealth does not guarantee the accuracy or completeness of any information provided on this website or any third-party websites linked to this website.

  • All information provided on this website is for informational purposes only and should not be considered as financial advice.

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