Regulatory & Advisory Disclaimer
Last Updated: September 2026
1. Mutual Fund Investments & Market Risks
Mutual Fund investments are subject to market risks. Please read all scheme-related documents (Scheme Information Document - SID, Statement of Additional Information - SAI, Key Information Memorandum - KIM) carefully before making any investment decision. Past performance of any mutual fund scheme or asset class is not indicative of future results.
2. Nature of Services
Anand Financial Services (AFS) acts as a distributor and advisor facilitating access to financial products including Mutual Funds, Portfolio Management Services (PMS), Term Insurance, and Health Insurance / Mediclaim policies. The information and tools provided on this website are for educational and financial planning purposes only and do not constitute an offer, solicitation, or guarantee of investment returns.
3. No Guaranteed Outcomes
Financial markets fluctuate based on macroeconomic conditions, interest rate movements, corporate earnings, and geopolitical events. Anand Financial Services makes no representations or warranties regarding specific return percentages or risk-free growth. All allocations are subject to market volatility.
4. Portfolio Management Services (PMS)
Investments in PMS are subject to market risks, including the possible loss of principal amount invested. The statutory minimum ticket size of ₹50 Lakhs applies as per SEBI regulations. Prospective PMS investors must review the Disclosure Document provided by the respective portfolio manager prior to onboarding.
5. Contact for Clarifications
For any questions regarding regulatory disclosures or policy specifics, please contact Anand Financial Services at anandfinanceconsultant@gmail.com.