Disclosures & disclaimers
Draft: to be reviewed by compliance before launch.
Registration details
- Profitise Asset Services: AMFI registered Mutual Fund Distributor, ARN-[XXXXXX]
- EUIN: E[XXXXXX]
- Registration: [LLP / Company registration no.]
- Insurance: [Insurance registration details]
- SEBI registration (if applicable): [details]
Mutual fund risk disclaimer
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance of any scheme is not indicative of its future performance. The value of investments can go up as well as down.
Nature of our role
Profitise Asset Services acts as a distributor of mutual funds and other financial products, and earns commission from the product providers (fund houses, insurers and others) for the products it distributes. [Confirm wording, and whether any advisory services are offered under a separate registration.]
Risk profiling
Every recommendation we make is based on the investor's risk profile, assessed through a risk profiling questionnaire before investing. Investors should invest only in products that match their risk profile and should read all product documents carefully.
PMS, AIF and SIF
Portfolio Management Services, Alternative Investment Funds and Specialised Investment Funds carry higher risk, minimum investment amounts and, in some cases, lock-in periods, as specified by SEBI. They are suitable only for eligible investors who understand these risks.
Insurance
Insurance is the subject matter of solicitation. Please read the policy document and sales brochure carefully before concluding a sale. [Add insurance registration details.]
General
Information on this website is for general awareness only and does not constitute an offer or solicitation to buy or sell any financial product. Please consult us for advice specific to your situation.