Client Disclosure
Last updated: Jul 31, 2025
This Disclosure Document has been prepared in accordance with SEBI (Investment Advisers) Regulations, 2013.No proprietary trading by the Company
The Company does not engage in any form of proprietary trading. We do not invest in mutual funds, ETFs, stocks, derivatives, or any other securities on our own account.Employee investments
Employees of the Company may, in their personal capacity, invest in securities such as equities, derivatives, mutual funds, or ETFs. Where employees invest through our platform, they do so following the same process, risk-profiling, and terms as any other client, without preferential treatment.No conflict with client advice
Our investment advice is solely based on each client’s financial goals and risk profile. Employee investments or personal trading activities have no bearing on the advice or portfolios recommended to clients.Mutual fund distributor registration
The Company is also registered as a Corporate Mutual Fund Distributor with AMFI (ARN code: ARN-313007). This registration was acquired solely to facilitate switching from regular plans to direct plans through the BSE platform, as such switches are not possible unless the entity holds a distribution license. At present, the Company does not have any active clients under this Mutual Fund Distributor division, other than a few test transactions carried out for system checks. If the Company pursues distribution activities in future, such activities will be operated as a separate division, fully segregated from the Investment Advisory function, and with appropriate disclosures to clients.Direct plan advisory
All investment advice and portfolio recommendations provided on our app are exclusively in direct plans of mutual funds and ETFs. Clients under the advisory division are never advised to invest in regular mutual funds.Transparency & compliance
We maintain internal policies and records to monitor employee trading activity. Any potential conflict of interest is managed through disclosures, internal controls, and compliance with SEBI Investment Adviser Regulations.