ANKIT AGARWAL

An an Mutual Fund Distributors (MFDs) we provide basic advice limited to mutual fund schemes being recommended. This advice solely based on the investor's risk profile, investment goals, and the suitability of the mutual fund product. Unlike registered investment advisors (RIAs),we as an incidental advisors cannot offer detailed financial planning or holistic investment advice. Our role focuses on assisting clients in selecting appropriate mutual funds, facilitating transactions, and offering goal-based recommendations like SIPs or lump-sum investments for specific objectives (e.g., education or travel). We also provide after-sales support, such as portfolio reviews and updates to KYC details and works in accordance with the guidelines provided by AMFI & SEBI Code of Conduct For MFDs