This website is owned and operated by entities associated with the Udani Group. The content available on this website is provided solely for general information and investor education purposes and should not be construed as investment advice, research advice, portfolio advisory services, legal advice, tax advice, or an offer or solicitation to buy or sell any securities or financial products.
Nothing contained on this website constitutes a recommendation or opinion regarding the suitability of any financial product or investment strategy for any investor.
AMFI Registration & Mutual Fund Distribution
The following persons/entities are AMFI Registered Mutual Fund Distributors:
- Pratik C Udani – ARN: 83725
- Chandrakant Udani – ARN: 17879
- Udani Fortumax Broking LLP – ARN: 140247
- Niyama Management & Broking Services LLP – ARN: 165254
- Udani Capital Services LLP – ARN: 175671
- Shreeyam Capital Services – ARN: 295334
- Shermanwood UCS Finserv – ARN: 330663
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future results. The value of investments may fluctuate, and investors may not get back the amount originally invested.
Distribution of Mutual Fund schemes is carried out strictly in accordance with SEBI and AMFI regulations. No assurance or guarantee is provided regarding returns on investments.
Insurance Products
Insurance products are distributed as per the terms and conditions of the respective insurance companies.
Insurance is the subject matter of solicitation.
Policy benefits, coverage, exclusions, premiums, and claim settlement are governed solely by the policy document issued by the insurer. The distributor does not provide any assurance or guarantee regarding policy performance or claim settlement.
Portfolio Management Services (PMS)
Portfolio Management Services (PMS) are offered by SEBI-registered Portfolio Managers.
Information provided on this website is not an offer or solicitation to invest in any PMS product.
Investments in PMS are subject to market risks and may involve higher risk, including potential loss of capital. Past performance of the Portfolio Manager or investment strategy does not guarantee future performance.
Alternate Investments
Alternate Investment products, including but not limited to Alternative Investment Funds (AIFs), structured products, unlisted securities, and other non-traditional investment avenues, are high-risk investment products.
Such investments may be illiquid, complex, and suitable only for investors with a higher risk tolerance and longer investment horizon. Returns are not assured or guaranteed.
Investors are advised to carefully review all relevant offer documents before investing.
No Advisory Relationship
Use of this website does not create any client-advisor relationship.
Investment decisions shall be taken by investors based on their own assessment of financial situation, investment objectives, and risk appetite.
Accuracy of Information
While reasonable care is taken to ensure that the information provided on this website is accurate and up to date, no representation or warranty, express or implied, is made regarding its completeness, accuracy, reliability, or suitability. Information is subject to change without notice.
Limitation of Liability
The Udani Group entities shall not be liable for any direct, indirect, incidental, consequential, or special losses or damages arising out of the use of or reliance on the information provided on this website.
Regulatory Compliance
All activities are conducted in accordance with applicable regulations, guidelines, and circulars issued by the Securities and Exchange Board of India (SEBI), Association of Mutual Funds in India (AMFI), and other relevant regulatory authorities, as applicable.
Third-Party Links
This website may contain links to third-party websites. The Udani Group does not control or endorse the content of such websites and shall not be responsible for any information or services provided therein.
Changes to Disclaimer
The Udani Group reserves the right to modify, amend, or update this Disclaimer at any time without prior notice. Users are advised to review this page periodically.
Mandatory Disclosure
Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.