Disclaimer and Disclosure Statement for Mutual Fund Distribution Service

Disclaimer

1. Investments in mutual funds are subject to market risks, including the possible loss of principal amount invested. Please read all scheme-related documents carefully before investing.

2. Past performance of mutual funds is not indicative of future returns.

3. The mutual fund recommendations provided are based on publicly available information and research and do not guarantee any specific returns.

4. I do not provide any assurance of achieving specific financial goals or returns through investments in mutual funds.

Disclosure

1. As a SEBI-registered Research Analyst (RA) and Mutual Fund Distributor, I maintain complete segregation between research services and mutual fund distribution activities to avoid conflicts of interest, as mandated by SEBI regulations.

2. I may earn commissions from Asset Management Companies (AMCs) for distributing their mutual fund schemes, which may range from 0.05% to 1.5%. For more info on commissions in mutual fund, client at any time can email us on our email id : eftiwealth@gmail.com .

3. My role as a mutual fund distributor is limited to facilitating investments and providing information; investment decisions are solely the responsibility of the investor.

4. Recommendations provided, if any, are unbiased and based on the investor's financial goals, risk tolerance, and time horizon, and are not influenced by commissions. No personalised recommendation is provided, all the recommendations are general in nature, not specific for any client.

5. Clients are advised to conduct their own due diligence or consult their financial advisor before making investment decisions.

6. I do not handle client funds or execute transactions on behalf of the client. All investments are made directly by the client through approved channels.

Grievance Redressal

In case of any complaints or queries related to mutual fund transactions, you may reach out to the Asset Management Company’s customer support or raise your concerns directly with me at eftiwealth@gmail.com

Important Note

• The mutual fund schemes selected by the investor may vary in terms of performance due to market fluctuations and other external factors.

• It is the investor's responsibility to update their KYC information periodically as required by SEBI and mutual fund regulations.