MoneyGrow Asset Private Limited is registered with SEBI as a Portfolio Manager (“Portfolio Manager”).
This document is provided for informational purposes only and is not intended as an offer to sell or solicitation of an offer to buy securities or other instruments. The information contained herein is based on our assumptions and can be changed without any prior intimation. This information must not alone be taken as the basis for an investment decision. Please consult your financial, legal, or tax advisors. Investment in securities is risky and there is no assurance of returns or preservation of capital. Neither the firm, nor its directors, employees, agents, or representatives shall be liable for any damages whether direct or indirect, incidental, special or consequential, including lost capital, lost revenue, or lost profits that may arise from or in connection with the use of this information. No part of this material may be copied, duplicated, or redistributed without prior written consent. Performance data for Portfolio Manager and Investment Approach provided hereunder is not verified by SEBI.
This material is provided for informational purposes only. Information contained does not constitute and shall not be deemed to constitute in any manner any investment advice or an offer for sale or solicitation or endorsement relating to the products mentioned herein (“Products”). The data used in this material is prepared and issued based on internal data, publicly available data, and also obtained from sources considered reliable. MoneyGrow Asset Private Limited distributing this document and each of their respective directors, officers, and agents believe that the utmost care has been taken to represent facts and provide correct information as at the time of its compilation. However, MoneyGrow Asset Private Limited does not warrant the completeness/accuracy/reasonableness of the information and disclaims itself from all liabilities, losses/damages arising out of the use of this information. MoneyGrow Asset Private Limited (its officers, employees, personnel, directors) shall not be liable for any loss, damage, or liability whatsoever, whether direct or indirect, arising from the use or access of any information.
The information contained in this document is for general purposes only and may not be a complete disclosure of every material fact, term, and condition. The statements contained herein may include statements of future expectations/outlook and other forward-looking views based on our current views and assumptions/factors and involve known and unknown risks and uncertainties that could cause actual results, performance, or events to differ materially from those expressed or implied in such statements. Any forecasts or opinions expressed may be subject to change without any intimation. The recipient alone shall be fully responsible and liable for any decision taken on the basis of this presentation. The recipient of this material should rely on their own investigations and, if required, take their own professional advice. This communication is for private circulation only and for the exclusive and confidential use of the intended recipient(s) only. Any other distribution, use, or reproduction of this communication in its entirety or any part thereof is unauthorized and strictly prohibited. The content of this presentation is confidential and intended solely for the use of the addressee. If you are not the addressee, or the person responsible for delivering it to the addressee, please delete the same immediately, and any disclosure, copying, distribution, or any action taken or omitted to be taken in reliance on it is prohibited and may be unlawful. No part of this document may be duplicated in whole or in part in any form and/or redistributed without prior written consent of MoneyGrow Asset Private Limited.
Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. Past performance of the portfolio manager does not indicate its future performance. Portfolio management products/strategy along with product name does not in any manner indicate either the quality of the products/strategy or its future prospects and returns. References to indices, benchmarks, or other measures of relative market performance over a specified period of time are provided for information only and do not imply that the portfolio will achieve similar results in the future. The index composition may not reflect the manner in which a portfolio is constructed. The Portfolio Manager, its affiliates/associates, their directors, employees, representatives, or agents shall not be liable or responsible, in any manner whatsoever, to any investor/recipient or any other person, for the performance/profitability/operations of the products/strategy, the contents of any document or any investments in the products/strategy including any and all direct, special, punitive, indirect, or consequential damages (including lost profits), even if notified of the possibility of such damages. Investors are advised to read the Disclosure Document, client agreement, and other related documents carefully and consult with your legal, tax, financial, or accounting advisor before making any decisions or taking action. Performance data of Portfolio Manager and Investment Approach provided hereunder is not verified by SEBI.
As with any investments in securities, the value of the portfolio can go up or down depending on various factors and forces affecting capital/fixed income markets and hence such investments may not always be profitable, and there is no guarantee against loss resulting from investment. Portfolio investment will be subject to various risks, which include but are not limited to market risk, interest rate risk, credit risk, price risk, settlement risk, liquidity risk, general economic and political conditions, risk due to global impact and uncertainties, etc. Portfolios of individual clients may be concentrated in certain companies/industries/sectors. The performance of the portfolios would depend on the performance of such companies, industries, and sectors of the economy. Asset allocation and strategies have base assumptions which may or may not be right due to internal circumstances relating to the corporation or external circumstances.
For details about the services offered, performance, risk factors, etc., please refer to the Disclosure Document available at the offices of the Portfolio Manager.