Disclosures

Registration

Aeterna Wealth Private Limited is registered with the Association of Mutual Funds in India (AMFI) as a mutual fund distributor, ARN-317889. We are not registered with SEBI as an investment adviser or a research analyst, and we do not advise on individual listed shares.

Mutual funds and commission

We receive commission from asset management companies for investments in Regular plans. Commission rates differ across schemes and fund houses and are shown in your Consolidated Account Statement. Direct plans of the same schemes carry a lower expense ratio and pay no distributor commission; you can invest in them directly with the fund house.

Portfolio management services (PMS) and alternative investment funds (AIFs)

We distribute PMS and AIF products offered by SEBI-registered portfolio managers and AIF managers, and receive a fee or commission from them; we can tell you the amount for any product before you invest. The minimum investment is ₹50 lakh for PMS and ₹1 crore for most AIFs. These products are not guaranteed, can lose value, may be illiquid for years and carry higher fees than mutual funds. Read the disclosure document or private placement memorandum before investing.

Bonds and unlisted shares

Bonds are offered through SEBI-registered online bond platform providers or stockbrokers. Bonds carry credit, interest-rate and liquidity risk; a rating is an opinion, not a guarantee. Unlisted shares are not traded on a stock exchange, can be hard to sell, have limited public information and can lose value. We may earn a margin or fee on these transactions; ask us for it before you invest.

About the ratings and data

Ratings and statistics on this site are computed from public data (AMFI, NSE Indices and fund-house disclosures) using the method described on the Method page. They describe past track records and are not investment advice, a recommendation to buy, sell or hold any scheme, or a forecast of future returns. Our own backtest found that the ratings did not predict the following three years' returns. Data may contain errors or delays; check scheme documents before investing.

Risk

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future.