Disclaimer

Wealth1 acts as an APMI-registered distributor and investment adviser in accordance with applicable regulations — APMI Registration No.: APRN06193. This website is intended solely for educative and information purposes and is not for distribution or use in any jurisdiction where such distribution or use would be contrary to applicable law.

Wealth1 is engaged in the distribution of Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) in India. Wealth1 operates as a partnership firm in which Mrs. Alisha Garg and Mr. Naren Agarwal hold partnership interests. Mr. Naren Agarwal also serves as the Chief Executive Officer of Wealth1.

INVasset LLP is a separate and independent entity and operates as a partnership firm with Mr. Anirudh Garg and Mr. Rajnish Garg as partners. Mr. Anirudh Garg is also the designated fund manager at INVasset LLP.

It is hereby disclosed that Mrs. Alisha Garg is the spouse of Mr. Anirudh Garg. This disclosure is provided in the interest of transparency and to disclose relationships that may be perceived as potential conflicts of interest. Wealth1 does not exercise any control over the investment decision-making, portfolio construction, fund management, or operational activities of INVasset LLP.

Distribution of any PMS or AIF products by Wealth1 is conducted strictly in accordance with applicable laws and regulations. Investors are advised to independently evaluate all investment products, associated risks, and relevant disclosures, and to seek independent professional advice before making any investment decision.

This Disclaimer governs the use of the Wealth1 website and the services offered by Wealth1. By accessing or using the website and/or availing the services of Wealth1, you acknowledge and accept this Disclaimer in full. Any individual or entity that does not agree with any part of this Disclaimer must refrain from using the website or availing the services of Wealth1.

Use of this website also implies acknowledgment that the exclusions and limitations of liability set out in this Disclaimer are reasonable and valid.

The information provided on this website is intended solely to offer users general and objective information regarding Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), other financial products, and related services offered by Wealth1. It is not intended to constitute investment advice, financial guidance, or personalized recommendations based on the specific financial needs or circumstances of any users, as Wealth1 operates solely as a non-advisory distributor of PMS/AIF products and does not hold an RIA license under SEBI (Investment Advisers) Regulations, 2013. It does not offer investment advisory or its own portfolio management services.

Any suggestions made by Wealth1 are based solely on the user profile and the information voluntarily provided by users. Users are solely responsible for the accuracy and completeness of the information they submit. Wealth1 assumes no liability for any risks or losses arising from inaccuracies, omissions, or incomplete data.

Wealth1 may suggest that users consider the services of certain Asset Management Companies ("AMCs"). However, Wealth1 does not guarantee the performance of any AMC and bears no responsibility for their actions or the outcomes of their services. Wealth1 operates as a distributor of Portfolio Management Services (PMS) in accordance with SEBI's regulatory framework. All PMS product suggestions are based on information provided by users and do not constitute personalized investment advice.

Wealth1 ensures that its distribution practices are in line with SEBI's circulars and compliance framework for Portfolio Management Services and Alternative Investment Funds. All product recommendations are made on a non-advisory basis after analyzing the risk profile submitted voluntarily by the user. Wealth1 does not engage in misrepresentation or mis-selling and maintains adherence to the SEBI Code of Conduct for Distributors.

All information presented on this website is for general informational purposes only. While Wealth1 endeavors to keep the information accurate and up to date, no representations or warranties of any kind, express or implied, are made regarding the completeness, accuracy, reliability, or suitability of the content, products, services, or related graphics contained on the website. Any reliance placed on such information is strictly at the user's own risk.

The information shared through Wealth1's official social media accounts is for informational purposes only. We encourage users to verify details before making any financial or investment decisions based on social media content.

Nothing contained on this website should be construed as financial, legal, or tax advice, nor should it be considered a comprehensive analysis of any financial or legal matter. Users are strongly advised to seek professional advice before making any investment or financial decisions. Suggestions made by Wealth1 regarding financial product suitability are indicative only, and the final decision and any consequences thereof rest solely with the user.

This Website is provided "as is" without any representations or warranties, express or implied. In no event will Wealth1 be liable for any loss or damage including, without limitation, indirect or consequential loss or damages, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this Website.

Wealth1 or INVasset LLP does not make any warranties or representations, express or implied, regarding the investment products or services offered through this platform. We shall not be held liable for any damages or losses, whether direct or indirect, arising from the use of, or reliance on, any products or services provided. All terms and conditions of the website apply.

As an AI and data-driven investment services firm, we offer informed investment options through focused and concentrated portfolios managed by experienced fund managers. We conduct thorough analyses and present data on product facts, performance metrics, and portfolio details to help investors make well-informed decisions. However, any representations or reviews on this website or in reports do not guarantee the future performance of the funds, nor do they assess the creditworthiness of the funds or the underlying securities.

PMS and AIF investment products are not insured by any governmental body and are subject to market risks, including the potential loss of the principal amount invested. Past performance is not indicative of future results. The value of investments may fluctuate, leading to potential appreciation or depreciation.

The final decision regarding any investment rests solely with the investor. Investments should only be made after careful consideration of all associated risks and independent discretion. Wealth1 shall not be responsible for any consequences arising from investment decisions made by the investor. It is the investor's responsibility to ensure that any investment is suitable for their financial situation, risk profile, and investment objectives.

Investors bear the risk of potential losses associated with any investment. The information provided does not constitute investment advice and should not be construed as such. Each investor is advised to independently assess the risks, goals, liquidity, taxes, and other factors before making any investment decisions.

All data has been compiled to the best of our ability, with sources acknowledged wherever applicable. Investments are subject to market risks. Please read the Scheme Information Documents (SID), Key Information Memorandum (KIM), and any related addendums or documents carefully before investing. Past performance is not indicative of future returns.

The performance of PMS and AIF strategies may or may not be sustained in the future, and the same is not to be used as a basis for comparison with other investments. Performance details are provided for informational purposes only. For verified data, refer to SEBI-mandated performance disclosures by respective Portfolio Managers.

Investing in PMS and AIFs involves inherent risks, including the risk of capital loss. Wealth1 does not guarantee returns, and the performance of any strategy may vary depending on market conditions. Users should carefully consider their risk tolerance before making investment decisions.

Past performance data provided by AMCs is for informational purposes only. Wealth1 does not guarantee future performance, and past performance should not be considered as an indicator of future returns. Always consider the risks involved before investing.

The names of the strategies do not indicate their prospects or returns in any manner. The data placed on this Website is extracted from the Factsheets/Disclosures of the respective AMCs, and from the investor statements distributed by Wealth1. Wealth1 has taken due care and caution in the compilation of data on this Website. In no event will Wealth1 be liable for any error or omissions in the information or the consequences of the use of the information on this Website.

Users agree and acknowledge that the use of this Website is done at their own risk. The information contained on the Website is a summary of the business of Wealth1, is provided for the understanding and convenience of the users and is subject to change without notice. Accordingly, any financial or investment decision must be made by users based on the information contained in the prospectus of Wealth1, and not solely on the contents of this Website.

Investing in PMS and AIFs involves inherent risks, including the risk of capital loss. Wealth1 does not guarantee returns, and the performance of any strategy may vary depending on market conditions. Users should carefully consider their risk tolerance before making investment decisions.

The users of this Website can link to other websites, which are not under the control of Wealth1. Wealth1 has no control over the nature, content, and availability of those sites. The inclusion of any link does not necessarily imply a recommendation or endorse the views expressed within them. Wealth1 does not guarantee the accuracy, relevance, or completeness of the information contained in these third-party sites.

This Website contains general clauses in relation to the business of Wealth1, and does not take into account specific investment goals, the financial situation, or specific requirements of individual users. In view of the same, individual users are required to obtain financial advice regarding the suitability of their financial situation and requirements prior to making an investment. Wealth1 accepts no liability for the individual users' sole reliance on the information contained in this Website.

Wealth1 affirms that not all financial products are suitable for all investors. It is the sole responsibility of the investor to understand and make an independent assessment of the suitability and appropriateness of the financial product. Wealth1 assumes no responsibility for the same.

Wealth1 takes all possible steps to ensure that the website runs smoothly. However, Wealth1 takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond its control.

Any reproduction of this Website, in whole or in part, is strictly prohibited. The users of the website agree and acknowledge that they will use, and they will instruct their advisors and professionals assisting them to use, the information on the website only for making decisions regarding investments, balancing risk against performance.

The users of this Website are not permitted to publish, transmit, or otherwise reproduce this Website or information from this Website, in whole or in part, in any format without the express written and signed consent of Wealth1 promoters / stakeholders.

The information shared through Wealth1's official social media accounts is for informational purposes only. We encourage users to verify details before making any financial or investment decisions based on social media content.

Wealth1 owns the intellectual property rights on the website and the material on the website, which are reserved. Republishing/reproduction of the contents on this website would amount to an infringement of the intellectual property rights of Wealth1.

The users agree and undertake to keep Wealth1 indemnified against any losses, damages, costs, liabilities, and expenses incurred or suffered by Wealth1 arising out of any breach of any of these terms and conditions or arising out of any claim because of the breach of the terms and conditions by the users.

Wealth1 takes all possible steps to ensure that this Website is free of viruses or other harmful components. However, Wealth1 does not warrant the website is free of the same.

Wealth1 may use cookies to enhance user experience, track website usage, and personalize content. By continuing to use this website, you consent to the use of cookies as outlined in our Privacy Policy.

Wealth1 is committed to protecting your personal data. We handle your data in accordance with our Privacy Policy, and any personal data submitted on this website will be securely stored and processed in compliance with applicable data protection laws.

Wealth1 reserves the right to amend this Disclaimer from time to time at its sole discretion. The revised Disclaimer will apply to the use of the website with effect from the date of publication of the revised Disclaimer on the website. The users are, therefore, required to visit this website Disclaimer on an ongoing basis to be apprised of any changes.

In the event of a breach of these terms and conditions by a user/users, Wealth1 is at liberty to take such action as Wealth1 deems appropriate to deal with the breach, including suspending the user/users' access to the website, prohibiting the user/users from accessing the website, blocking computers using the users' IP address from accessing the website, contacting the users' internet service provider to request that they block their access to the website, and/or initiating legal actions against the user/users.

Any disputes arising from this Disclaimer will be governed by the laws of India, with jurisdiction vested exclusively in the courts of Maharashtra, India.

This Disclaimer, together with the Privacy Policy and the Terms and Conditions of Use of Wealth1, constitutes the entire agreement between Wealth1 and the users in relation to the use of the website, and supersedes all previous agreements in respect of the use of the website.

This Disclaimer will be governed by and construed in accordance with Indian laws, and any disputes relating to this Disclaimer will be subject to the non-exclusive jurisdiction of the courts of Maharashtra, India.

Any disputes arising from this Disclaimer will be governed by the laws of India, with jurisdiction vested exclusively in the courts of Maharashtra, India.