Investment Advisory Disclosure
Effective Date: 23 August 2026
Investax India provides investment-related guidance and advisory services within the scope of the applicable client engagement. Investment advice is subject to applicable law, the agreed terms of service and the client information available at the time of advice.
Nature of Investment Advice
Investment advice, portfolio reviews, asset-allocation suggestions and recommendations are based on information and assumptions available at the time. They are not promises of future performance or protection from market losses.
Risk Profiling and Suitability
Where applicable, advisory recommendations may consider the client’s objectives, financial circumstances, existing investments, investment horizon, risk appetite and capacity to absorb loss. Clients should provide complete and accurate information and notify Investax India of material changes.
No Assured or Guaranteed Returns
No investment recommendation should be interpreted as a guarantee of profit, a minimum return, a target return or protection from loss. Past performance is not indicative of future performance.
Product and Transaction Documents
Clients should review the relevant product documents, costs, risks, tax considerations and transaction terms before making an investment decision. Where implementation involves another intermediary, platform or product provider, that party’s terms and disclosures also apply.
Fees
Any applicable advisory or service fee will be communicated in the relevant engagement or fee disclosure. Payment of a fee does not create an entitlement to a particular investment result.
Regulatory Status
Where Investax India undertakes an activity that is regulated or requires registration, the applicable regulatory status, registration details and disclosures should be verified from the current official records and the relevant engagement documents. This website should not be treated as a substitute for those disclosures.
Important
This page is a general disclosure. It does not replace client agreements, fee disclosures, risk documents, product documentation, regulatory disclosures or other documents applicable to an individual client.
For questions about the scope of an advisory engagement, contact info@investaxindia.com.
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