Rules, Regulations & Policies

1. General Disclaimer

• Sach Mitra Finserv provides general information about mutual funds, SIPs, and investment strategies.

• This does not constitute financial, tax, legal, or investment advice tailored to your individual circumstances. You should consult a professional before making any investment decisions.

 

2. Risk Disclosure

All investments carry risk, including the possible loss of principal. Mutual Fund schemes are subject to market volatility, economic risks, and fund manager decisions. Investors must carefully read Scheme Information Documents (SID), Key Information Memorandum (KIM), and other related materials before investing.

 

3. Client Data Sharing

To provide services, we may need to share information with:

• Mutual Fund Houses and Registrars.

• Regulatory bodies such as SEBI and Income Tax authorities.

• Service providers assisting us in delivering services.

This sharing will be in accordance with applicable law and our Privacy Policy.

 

4. No Guaranteed Returns

Mutual fund returns are not guaranteed. Performance may vary based on market conditions and fund risks.

 

5. Amendment to Policies

Sach Mitra Finserv reserves the right to amend any of the above policies at any time. Updated versions will be posted on the website.