Risk Disclosures & Disclaimers

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Compliance Disclosure

Risk Disclosures & Disclaimers

This page sets out important risk disclosures and disclaimers applicable to the investment advisory services provided by FinAtoZ.

General Market Risk

Investment in securities markets are subject to market risks. Investors are advised to read all related documents carefully before investing. Registration granted by the Securities and Exchange Board of India, membership of BASL, or certification from NISM does not guarantee the performance of the Investment Adviser or provide any assurance of returns to investors.

Nature of Advisory Services

FinAtoZ provides investment advisory services in accordance with applicable regulations. Investment advice is based on the client's risk profile, financial situation, investment objectives, and time horizon.

All investments carry risk, including the potential loss of capital, and past performance of any investment or strategy does not guarantee future results. Market conditions, economic factors, interest rate movements, and geopolitical events may affect investment outcomes.

Asset Class and Product Risks

The services offered by FinAtoZ are limited to investment advisory. The firm does not guarantee returns and does not provide assured or fixed returns under any circumstances.

Investments across asset classes such as equities, mutual funds, debt instruments, and other securities may involve risks including market volatility, liquidity risk, credit risk, and interest rate risk. Clients should evaluate these risks carefully before making investment decisions.

Fee Disclosure

Advisory fees charged by FinAtoZ are in accordance with limits prescribed under the regulations of the Securities and Exchange Board of India and may be structured as fixed fees or based on Assets Under Advice (AUA), depending on the agreed engagement model.

The firm follows a transparent fee-based advisory approach and does not provide any guarantee of investment performance.

Website Content Disclaimer

Information provided on this website, including articles, tools, calculators, insights, and other materials, is intended solely for informational and educational purposes.

Such information should not be interpreted as a guarantee of returns or as a substitute for personalized financial advice. While reasonable care is taken to ensure accuracy, FinAtoZ does not warrant the completeness or reliability of third-party data, external links, or information sourced from external platforms.

Jurisdiction and Investor Responsibility

Nothing contained on this website shall be construed as an offer or solicitation to buy or sell securities in any jurisdiction where such offer or solicitation would be unlawful.

The services described are intended only for investors where such services are legally permitted. Investors are encouraged to independently evaluate investment decisions or seek professional advice where necessary.

Grievance Escalation

In case of any grievance regarding the services provided, investors may contact FinAtoZ directly through the contact details provided on the website.

If the complaint is not resolved satisfactorily, investors may lodge a complaint through the SCORES platform operated by the SEBI Complaints Redress System.

SCORES portal: https://scores.sebi.gov.in

Contact Information

EntityRightFocus Investments Pvt. Ltd. (FinAtoZ)
Emailinfo@finatoz.com
Complaint Emailcomplaint@finatoz.com
Phone+91-6364319090
Office Address3rd Floor, BKN Ambaram Estates, 648/L Old Madras Road, Indiranagar, Bengaluru - 560038

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