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Anand, Ahmedabad, Vadodara

Investment Risk Disclosure Statement

Important Information for Investors

Investments in mutual funds and financial instruments carry inherent risks, including but not limited to market fluctuations, liquidity risk, interest rate risk, and economic conditions. By investing through WeCare Freedom Wealth Pvt. Ltd., you acknowledge and understand the following:

  1. Market Risk – The value of investments may fluctuate due to market movements and external factors. Past performance of financial instruments does not guarantee future returns.
  2. No Guaranteed Returns – Mutual funds and other investment products do not assure or guarantee any fixed or minimum returns. There is a possibility of capital loss.
  3. Exit Loads & Charges – Investors should be aware of exit loads, expense ratios, and other costs associated with their investments. These details must be reviewed before making investment decisions.
  4. Regulatory Changes – Policies and regulations governing financial products may change over time, impacting investment performance and taxation.
  5. Investment Suitability – Investors are responsible for assessing the suitability of investments based on their financial goals, risk appetite, and time horizon.
  6. Direct vs. Regular Plans – WeCare deals exclusively in Regular Plans, where we earn a commission. Investors also have the option to invest in Direct Plans, which offer lower expense ratios but do not involve commission earnings for distributors.
  7. Independent Advice – WeCare does not provide personalized investment advisory services. Investors are encouraged to consult independent financial advisors before making investment decisions.

By proceeding with investments, you acknowledge that you have read, understood, and accept the risks associated with financial products.

For more information, please contact us.