Regulatory & Compliance

Disclaimer & Legal Disclosures

Important regulatory disclosures and investment terms governing WelaWorth Investment Services.

About Us & Distributor Registration

WelaWorth Investment Services is an AMFI-registered Mutual Fund Distributor entity operating through its registered proprietors:

Proprietor

SAMPATHKUMAR LAKSHMANRAO HUNSHAL

ARN-36943

Proprietor

PRIYA SAMPATH

ARN-166280

We are engaged exclusively in the distribution of regular plans of mutual fund schemes and other permissible third-party financial products as a distributor/referrer. We may receive commission directly from Asset Management Companies (AMCs) and product manufacturers. For complete transparency, details are published on our Commission Disclosure page.

No Investment Advice

The information, calculators, research charts, and analytical tools provided on this portal are strictly for general educational and informational convenience. Nothing contained on this platform constitutes financial advice, investment analysis, portfolio recommendation, or an offer to buy/sell securities. WelaWorth Investment Services acts strictly as an AMFI Registered Mutual Fund Distributor and is not a SEBI-registered Investment Adviser (RIA) or Research Analyst (RA). Any interaction or scheme discussion is strictly limited to incidental distribution services.

Risk Factors & Market Fluctuations

  • Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Net Asset Values (NAVs) fluctuate in accordance with aggregate market movements and underlying portfolio holdings.
  • Past performance is no guarantee of future returns. Calculator outputs and illustrative growth projections assume hypothetical rates of return and must not be treated as promised returns.
  • Investors must review the Scheme Riskometer, Scheme Information Document (SID), and Key Information Memorandum (KIM) to evaluate risk profiles and asset allocation prior to subscription.
  • Tax treatments depend on prevailing income tax legislation and individual tax status. Investors should seek guidance from their independent chartered accountant or tax advisor.

Regulatory Adherence

Certifications from AMFI / NISM and registrations with regulatory authorities in no way guarantee returns or insulate investors against market losses. WelaWorth Investment Services strictly complies with the AMFI Code of Conduct. Investors are encouraged to verify credentials using our registered ARNs directly on the AMFI portal.

Third-Party Portals & Tools

External links to AMCs, registrars (CAMS/KFintech), regulators, and educational resources are provided solely for user ease. WelaWorth Investment Services exercises no control over third-party server uptime, availability, or accuracy of third-party external content.

Limitation of Liability

While every effort is made to maintain accurate and updated information across all web pages, WelaWorth Investment Services and its proprietors shall not be held liable for any direct, indirect, incidental, or consequential losses arising from the use of, or reliance upon, data, valuations, calculators, or materials presented on this site.

Investor Grievance Redressal

For operational queries, service requests, or complaints, please reach out directly to our principal contacts:

Contact via Email ARN-36943 / ARN-166280

AMFI Registered Mutual Fund Distributor | ARN-36943 & ARN-166280