Disclaimer

Balagopal G, BG Capital
ARN-357975

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1. INVESTOR PROTECTION — PLEASE READ CAREFULLY

  • Do not transfer funds to any personal or business bank account of BG Capital. All mutual fund investments must be made directly to the respective scheme accounts through approved banking channels and authorised platforms only.
  • BG Capital does not accept cash payments for any mutual fund investment or related transaction.
  • No fees are payable directly to BG Capital for regular mutual fund investments. As a registered distributor (ARN-357975), BG Capital receives trail commissions from Asset Management Companies (AMCs) as per SEBI and AMFI regulations — not from investors

2. INVESTMENT RISKS

  • Mutual fund investments are subject to market and regulatory risks, including possible loss of principal. Past performance is not indicative of future results. Please read all scheme-related documents carefully before investing.
  • International and sector-specific funds carry additional risks including currency risk, geopolitical risk, and concentration risk. Investors should assess these carefully before investing.
  • AMFI registration and ARN certification do not guarantee investment performance, returns, or investor protection against market losses.

3. TAX & REGULATORY

  • Tax benefits, if any, are subject to prevailing laws and may change with amendments to applicable regulations. Investors are advised to consult a qualified tax advisor for guidance specific to their situation.

4. TRANSACTIONS & OPERATIONS

  • Investors should independently verify scheme details, designated bank account information, and transaction confirmations with the respective AMC or RTA before completing any investment transaction.
  • Delay or failure in providing accurate KYC, FATCA, or banking information may impact transaction processing and ongoing account servicing.
  • NAV applicability, transaction timelines, and platform availability are governed by AMC, RTA, and banking system processes, including applicable cut-off timings. BG Capital is not responsible for delays arising from these systems.

General Note

  • This disclaimer is for informational purposes only and does not constitute investment advice. BG Capital (ARN-357975) acts solely as a registered mutual fund distributor and not as an investment advisor.
    For scheme-specific information, refer to the respective Scheme Information Document (SID) and Key Information Memorandum (KIM) available on the respective AMC’s website or at amfiindia.com.