Disclaimer

By accessing this website, you have read, understood and agreed to be legally bound by the terms of the following disclaimer:

This website is created for informational purposes only. Nothing contained in this website should be construed as investment advice or personal recommendation to buy / sell / hold any investment product. We make no representation or warranty (expressed or implied) to any investor on advisability of investing in any investment product or its future performance.

All Mutual Funds are subject to market risks. We suggest investment products keeping in mind the suitability profile of the client. It is also brought to investors’ notice of the general risks and scheme-specific risks associated when investing through mutual funds. The risks that the investor might face include but are not limited to (1) Returns being subject to market risk including loss of capital on account of market volatility, force majeure events, changes in the political and economic environment, default by issuers of securities to mutual funds, bankruptcy or insolvency of issuers and potential segregation of portfolio by AMC in such circumstances. (2) Suspension of redemption facility in case the scheme faces a liquidity crisis. (3) Risks associated with the subscription to a new fund offering of the scheme such as price volatility risk, liquidity risk and delisting risk. (4) Winding up of schemes on account of illiquid instruments, higher volume of redemption requests from the investors or on account of unforeseen market events. We urge investors to go through offer documents/key information memorandum before deciding to make investments. Returns are not guaranteed in mutual funds. Investors are encouraged to conduct their own due diligence before making investment decisions.

This website may present indicative summaries, analysis and information relating to various investment products including mutual fund schemes. Unless otherwise specified, all analysis, expense ratio, returns, NAV, etc are historical and for illustration purposes only and are subject to change. This website does not purport to disclose all risks and other significant issues relating to any mutual fund. While we have taken due care and caution in the compilation of the data and the contents herein, no representation is made as to the reasonableness of the assumptions privileged and confidential made within or accuracy or completeness of any data on past-performance of schemes or historical analysis and any other analysis of any investment products. We specifically state that we cannot be held liable for any damages (monetary, legal or otherwise) caused by any error, omission, interruption, deletion, defect, failure and that we have no financial liability whatsoever to any user on account of the use of the information provided on our website. Further, the transaction data and other information may be obtained from a third-party feed, and we are not responsible for verifying the accuracy of the same. Please note that the information in this website may be updated from time to time.

We are under no obligation to provide investment advice concerning any investment product for you. However, with respect to mutual fund schemes, we endeavour to distribute only such mutual fund products which are suitable and appropriate for you as allowed under the AMFI Guidelines or the various circulars issued thereunder. We do not make any warranty (express or implied) of any investment product and do not assume any responsibility for, and shall not be liable for any losses or damages of any kind resulting from investment in any investment product arising due to market loss of the investment product. Please note that we are not registered investment advisers and do not provide investment advice on any investment product.

We consider ourselves and intend to be subject to the jurisdiction only of the courts of Gurgaon, Haryana in India. If you don’t agree with any of our disclaimers above, or the terms and conditions provided on the website, please do not access the material on our website and immediately exit from the website.

Manish Gulati is a Mutual Fund Distributor registered with the Association of Mutual Funds in India (AMFI), holding ARN No. 165746.

Shaina Gulati is a Mutual Fund Distributor registered with the Association of Mutual Funds in India (AMFI), holding ARN No. 197034.

About Us

We are here to simplify your financial journey.

505, Vipul Trade Centre,
Sohna Road, Sector 48, Gurugram, Haryana -18

+91 98298 07915
+91 98190 03158

Bodhi Tree Wealth is a brand owned by Manish Gulati. Manish Gulati is a CFP® and a QPFP®. We are AMFI registered Mutual Fund Distributor.