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THIS IS A STORY OF A COMPANY
IN TAKING DREAMS
AND SETTING THEM ON THE GROUND
AND GIVING THEM SHAPE AND FORM,
AND BUILDING THEIR FOUNDATION
ON RESEARCH AND EXPERIENCE
IN PROMOTING FINANCIAL WISDOM,
IN GOING FAR DEEPER THAN OTHERS
TO DELIVER INCISIVE INSIGHTS AND IDEAS
AND BE ACCOUNTABLE FOR RESULTS.
THIS IS THE STORY OF TOGETHERNESS. THIS IS THE STORY OF
The terms and conditions prescribed hereunder by Wealth Wisdom (hereinafter referred
to as Wealth Wisdom) are in addition to other documents /disclaimer, provides facility
to enable the investors to carry out the online transactions in the units of the mutual funds through
"Online Mutual Fund Portal" of Wealth Wisdom holds a registration with Association of
Mutual Funds in India ("AMFI") and has obtained ARN Code bearing number 3080 to act a distributor of
mutual fund through its website,Wealth Wisdom (hereinafter
referred to as ("Website")
The investors, who have registered on the Website ("Registered Clients") shall be entitled to avail
the Online Mutual Fund Facility/Services, including but not limited to purchase, redemption and switch
of mutual fund units. Before availing the services, investors are requested to read and confirm all
the terms & conditions.
UNITS shall mean the interest of the investor in an undivided share in the net assets of a Scheme of
NAV means the net asset value of the Units of the Scheme and the plans and options therein, calculated
on every business day, in the manner provided in the Offer Document of the respective schemes or as
may be prescribed by SEBI Regulations from time to time. It is required to be disclosed by the mutual
funds on a regular basis – on all business days or weekly – depending on the type of scheme. As per
SEBI Regulations, the NAV of a scheme shall be calculated and published at least in two daily newspapers
at intervals not exceeding one week. The NAVs are also available on the websites of mutual funds. All
mutual funds are also required to put their NAVs on the website of Association of Mutual Funds in India
(AMFI) www.amfiindia.com and thus the investors
can access NAVs of all mutual funds at one place.
PURCHASE shall mean subscription to the Units of any of the Schemes of the Mutual Fund.
REDEMPTION shall mean sale of the units of the various schemes of the Mutual Fund.
SWITCH shall mean an option to the investor to shift his existing investment in any of the schemes
of the Mutual Fund to another scheme of the same Mutual Fund.
SYSTEMATIC INVESTMENT PLAN (SIP) Automatic Investment Plan (AIP) shall mean an option available
with the Client for investing, at a specified frequency, in a specified Scheme of the Fund, a fixed
amount of Rupees for purchasing additional units at the applicable NAV on a specified date, provided
that the provisions of the Offer Document of the respective Scheme shall always be applicable for SIP
SYSTEMATIC WITHDRAWAL PLAN (SWP) shall mean an option available with the Client who holds Units
to withdraw a predetermined amount or a variable amount subject to deduction of tax, if any, at a specified
frequency, from a specified Scheme of the Fund at a specified period thereby reducing the unit balance
to his credit by the units so withdrawn at the applicable NAV on the specified date, provided that the
provisions of the Offer Document of the respective scheme shall always be applicable for SWP transactions.
SYSTEMATIC TRANSFER PLAN (STP) shall mean an option available with the Client who holds Units
to transfer a predetermined amount or a variable amount subject to deduction of tax, if any, at a specified
frequency, from a specified Scheme of the Fund to another specific scheme of the Fund at a specified
period at a specified frequency at the applicable NAV on a specified date, provided that the provisions
of the Offer Document of the respective Schemes shall always be applicable for STP transactions
LOAD shall mean a charge, which the Asset Management Company (AMC) may collect on entry and/or
exit from a scheme.
I/We acknowledge and declare that the personal, bank and investment details provided by him/her in the
application are true and correct.
I/We hereby declares and confirm having read and understood the contents of the Terms and Conditions
and do hereby agree to be bound by the Terms and Conditions outlined in this document.
Any dispute or differences arising out of or in connection with the Services shall be subject to the
exclusive jurisdiction of the Courts of Kolkata.
Mutual Fund investments are subject to market risk. Please read the offer document carefully before
investing. Please also take note of risks highlighted about the product in the offer document and due
caution should be exercised (including if necessary, obtaining of advise of tax/ legal/ accounting/
financial/ other professionals) prior to taking any decision, acting or omitting, to act on the basis
of the information contained therein.
Wealth Wisdom. All Rights Reserved.