1. Introduction
This website (https://aksharinvest.com) is owned and operated by Akshar Invest, a Partnership Firm, AMFI Registered Mutual Fund Distributor (ARN-110756) and APMI Registered PMS Distributor (APRN03748), with its registered office at 15-16, Ramnath Mahadev Complex, Opp. Silver Point, Borsad-388540, Dist. Anand, Gujarat. By accessing or using this website, you agree to be bound by these Terms & Conditions.
2. Nature of Services
Akshar Invest provides mutual fund distribution services (both Advisory and Execution-Only) and PMS distribution services (facilitating access to SEBI-registered PMS providers). We also provide related investor servicing including KYC facilitation, portfolio review, transaction support, and investor awareness. Akshar Invest is NOT a SEBI Registered Investment Adviser under SEBI (Investment Advisers) Regulations, 2013. Nothing on this website should be construed as investment advice.
3. No Assured Returns
Mutual Fund investments and PMS investments are subject to market risks. We do not guarantee or assure any returns on investments made through us. Past performance of any mutual fund scheme or PMS strategy is not indicative of future results. The value of investments may go up or down. Please read all scheme-related documents (SID, SAI, KIM) carefully before investing.
4. Risk Factors
Investments carry various risks including market risk, liquidity risk, credit risk, interest rate risk, inflation risk, and regulatory risk. PMS investments carry additional risks including concentration risk, fund manager risk, and fee structure risk. Investors should assess their risk tolerance and investment objectives before investing.
5. Commission & Compensation
Akshar Invest receives trailing commission from AMCs for distributing Regular Plan mutual fund schemes. This commission is embedded in the scheme’s Base Expense Ratio (BER) and does NOT represent an additional cost to the investor. Akshar Invest may also receive distribution fees from PMS providers under APRN03748. Commission rates are disclosed on our Commission Disclosure page. Standard SEBI-prescribed transaction charges (where applicable) are separate from commissions.
6. User Obligations
7. Data Protection
Your personal data is handled in accordance with our Privacy Policy and applicable laws including the Digital Personal Data Protection Act, 2023 (DPDPA). Please refer to our Privacy Policy page for full details on data collection, use, storage, sharing, and your rights.
8. Calculator Disclaimer
All calculators and tools provided on this website are for illustration purposes only. Actual returns may vary based on market conditions, scheme performance, and other factors. The maximum assumed CAGR used in our calculators is 12% as per firm policy (AMFI guideline cap: 13% per AMFI BPG Circular 109/2023-24). The results do not constitute investment advice or any guarantee of returns.
9. Third-Party Links
This website may contain links to external websites including AMC websites, regulatory portals, and service providers. Akshar Invest does not control and is not responsible for the content, accuracy, or security of these external websites.
10. Limitation of Liability
Akshar Invest makes no warranties or representations, express or implied, regarding the accuracy, completeness, reliability, suitability, or availability of the information, products, services, or related graphics contained on this website. We shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of this website or reliance on any information provided herein. Investments in securities markets are subject to market risks.
11. Grievance Redressal
For any complaints or grievances, please refer to our Grievance Redressal page. You may also file a complaint on SEBI SCORES portal at https://scores.sebi.gov.in/ or approach SMART ODR at https://smartodr.in for online dispute resolution.
12. Governing Law & Jurisdiction
These Terms & Conditions are governed by and construed in accordance with the laws of India. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts at Anand, Gujarat.
13. Amendments
Akshar Invest reserves the right to update or modify these Terms & Conditions at any time without prior notice. The latest version will always be available on this page. Continued use of the website after any changes constitutes your acceptance of the updated Terms.
