Terms & Conditions

THE USE OF THE WEBSITE BY THE USER / CLIENT SHALL MEAN THAT HE / SHE AGREES WITH THE FOLLOWING TERMS OF USE.

If you continue to browse and use this website, you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our “Privacy Policy”.

Vedanta Finance reserves the right to modify sections of this Terms & Conditions Page at any time without giving any prior notice. Please check this Terms & Conditions Pagefrom time to time for any changes.

Finding suitability of funds and providing execution services.

• Providing information on various categories of funds – Equity & Debt.
• Reports as asked by investor for Investment Valuation, P&L Reports, Dividend History.
• Risk and Return are two inseparable parts of an investment. They have a direct relationship between them, Higher The Risk Higher The Reward. So, if Risk Is Higher than its more affirmative to lose your invested money and vice versa. This is a very basic understanding and acceptance an investor must give due importance before investing his / her money with various financial instruments.
• Please note that Vedanta Finance does NOT give any ‘Financial Plan’ and there is NO ‘Financial Planning’ undertaken by us. Please note Vedanta Finance cannot give any “Investment Advice” for clients & is strictly for general information, or as An Incidental In Nature Only.
• Vedanta Finance does not present itself as “Financial Planners” and do not render any “Investment Advice”. However, if any information asked to evaluate Suitability of financial products does sometime require, to assess investment needs for clients. You are expected to understand the limitations & assumptions.
• The questions asked and the answers by clients is merely to understand their concerned Financial Products Suitability. The nature of undergoing the question is simply a supplementary task as a support to the primary business of Financial Product Distribution only. The role of Vedanta Finance is finding suitable products & providing execution services but cannot guarantee any success.
• Vedanta Finance Can Only Provide Suitability, For any financial products . The past performance is “NOT” indicative of Future Returns, as mentioned in any Printouts / Emails / WhatsApp / Digital Message. With collective efforts of SEBI & AMFI they have launched website for investor awareness, We insist you to visit the website for better understanding of Mutual Fund Investments. https://www.mutualfundssahihai.com
• Securities & Exchange Board Of India – SEBI (Investment Adviser) Regulations, 2013 Require That Financial Planning And Investment Advice Can Only Be Done By SEBI Registered “Investment Advisers” – RIA. You are therefore requested to consult a SEBI Registered Investment Adviser – RIA for expert guidance before taking any investment decision with Vedanta Finance.
• “Mutual fund investments are subject to market risks. Please read the offer document carefully before investing.”
• There are dozens of circumstances or events that are out of Human Obligations as mentioned below:
• Force Majeure Events, like: Acts of the Government, Computer Crash, Computer Hacking, Crime, Energy Blackouts, Insurgency, Lockouts – Lockdowns, Malfunction in Storage Devices, Server Hacking, Slowdowns, Strikes, Riots, War & Unexpected Legislation.
• Act of God, like: Epidemic – Pandemic, Earthquakes, Explosions,Fire, Flood, Hurricanes & Lightning.
• Trail commission is a recurring fee paid to a distributor until the investment is withdrawn. Trail commission are calculated on a daily basis as per the AUM of the distributor and paid monthly. As long as the client remains invested in a particular mutual fund, the fund pays the Mutual Fund Distributor the respective commission.
• THE RECEVAIBLE TRAIL COMMSION VARIES EVERY QUARTER, AND AMC REVISES FROM TIME TO TIME, BROADLY THE PAYOUTS OF TRAIL COMMSIONS ARE AS UNDER:
• DEBT: FROM  0.00%  TO  0.70%YLY.        EQUITY: FROM  0.00% TO  1.10%YLY.

As per SEBI circular, SEBI/HO/IMD/DF2/CIR/P/2018/137 October 22, 2018 – Total Expense Ratio (TER) and Performance Disclosure for Mutual Funds. In order to bring transparency in expenses, reduce portfolio churning and mis selling in mutual fund (MF) schemes, the following shall be adhered to:

• In terms of Regulation 52(1) of SEBI (Mutual Funds) Regulations, 1996, all scheme related expenses including commission paid to distributors, by whatever name it may be called and in whatever manner it may be paid, shall necessarily be paid from the scheme only within the regulatory limits and not from the books of the Asset Management Companies (AMC), its associate, sponsor, trustee, or any other entity through any route.
• MFs/ AMCs shall adopt full trail model of commission in all schemes, without payment of any upfront commission or upfronting of any trail commission, directly or indirectly, in cash or kind, through sponsorships, or any other route.

SEBI has directed all fund houses to have Direct NAV and a Regular NAV. The scheme will hold the same portfolio. The difference is that under the Direct NAV plan, there will be no commission charges. It will cost less to hold funds in the Direct NAVplan. For investors who have a decent knowledge of the investment options, do not require servicing and with adequate time to identify and monitor mutual funds; the direct plan will benefit them with higher returns and can be a good option for them.