Finanza Solutions intends to provide clear information about products and services. The information and data in the Website are generic in nature. Our efforts are to offer accurate and responsible data. We are not responsible for any sort of discrepancies.
There is no purpose of violating any copyright or intellectual copyrights issues. All information provided on the portal Finanza Solutions is subject to the discretion of the same and is likely to change without any notice. Though, any changes in public utility will be communicated immediately in our portal.
There is no assurance or guarantee that the goals planned for will be achieved and the same is subject to the investment performance of the schemes.
We have tried to maintain high standards in quality, clarity, and accuracy of the material posted on the portal. Finanza is not legally responsible for the same in any matter whatsoever. The information provided on the portal is of financial planning, Mutual funds, insurance, and CA/CS Services. It is a mutual understanding that customers association with the portal will be at the customer's preference and risk. The list of recommendations is non-obligatory and merely seeks to guide investors as to the suitability of Mutual fund schemes for various investment time periods.
The returns assumed are merely indicative and are based on past trends and there is no assurance or guarantee of any kind that these returns will be achieved.
Past performance of the schemes is neither an indicator nor a guarantee of future performance, and may not be considered as the basis for future investment decisions. The recommendation given is based on the inputs provided by you regarding the investment goals including the target amount and investment horizon.
We do not promise that the investments you make based on this plan will be profitable. The investments are subject to various market, currency, economic, political and business risks
This Financial plan offered to you is based on information detailed in your personal Client Information and personal discussions with you.
We have relied on information supplied to us by you, which, we have assumed to be correct. No responsibility can be accepted if the information that you have provided is incorrect or inaccurate. This plan is prepared solely for the use of the client to whom it is addressed.
This Mutual fund plan is a forward-looking document. The words "forecast", "anticipate", "estimate", "project", "intend", "expect", "should", "believe", and similar expressions are intended to identify forward-looking statements. These forward-looking statements involve, and are subject to known and unknown risks, uncertainties and other factors, which could cause actual results, performance or achievements to differ from the future results, performance or achievements expressed or implied by such forward-looking statements.
This Mutual fund plan is based on your current situation and goals, which will change with the passage of time and your age. Any material change in your financial situation will necessarily render the contents of the plan out of date.
We strongly recommend that a) you review this plan periodically to ensure that your plan's actual performance is consistent in meeting your goals, and b) you update your plan annually to ensure that your plan is updated for your changing situation and goals.
All Mutual funds and securities investments are subject to market risks and there is no guarantee that the investment objective of the scheme will be achieved.
The NAV of the units issued by the Mutual Fund under the scheme can go up or down depending on various factors and forces affecting securities markets.
Past performance of the Sponsor, its affiliates/the AMC/the mutual fund or its schemes does not indicate the future performance of the scheme. The sponsor is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Investments in the scheme are subject to various investment risks such as trading volume risk, settlement risk, liquidity risk, default risk, risk of possible loss of principal, etc.
Equity and equity related instruments are volatile by nature. Investments in gold exchange traded funds if any are subject to market risk, risks associated with investment in physical gold, liquidity risk, counterparty risk, etc. For detailed risk factors, please refer to the SID. Mutual Fund Investments are subject to market risks. Please read the Scheme Information Document and Statement of Additional Information (SID & SAI) carefully before investing.
Goals/ targets mentioned are for illustration purpose only and there is no guarantee that goals/ targets will be achieved.
I/We agree that Finanza Solutions is in no way responsible for the consequences of my/our investment decision(s).