Discalimers/Disclosures

Disclaimers

All investments are subject to market risks. Investors are advised to read all relevant information carefully before making any investment. The value of any investment may rise or fall as a result of market changes. Past performance is not indicative of future results.

By accessing this website, you agree to be bound by the following terms of use of this site and use of any materials or services contained herein. This site is provided by Fee Only for the purposes of information to its clients, financial literacy, and educational purposes only. The information provided on this website does not comprise an offer by Fee Only to provide any product or service described herein. Products and services described herein are not available to all persons in all geographical locations. Fee Only has used all reasonable care and skill in compiling the content of this web site but does not guarantee the accuracy or completeness of any information on this web site and does not accept liability for any errors or omissions. The information provided on this website should not be made the basis for any personal decisions. The information contained in this website does not form a substitute for professional advice. Fee Only shall not be liable to any person for any loss or damage which may arise from the use of any of the information contained in this website. No liability whatsoever is accepted for any direct or consequential loss arising from the use of the information contained on this site. Fee Only does not guarantee that any functions at this site will operate without interruptions or errors and accepts no responsibility for any such interruptions or errors. This web site may also provide links to other websites operated by third parties. Fee Only is not responsible for such websites and their compliance with all relevant laws and regulations. To the full extent permissible by law, Fee Only disclaims all responsibility for any error, omission, or inaccuracy in such material.

Disclosures

Fee Only Investment Advisers LLP (FEE-ONLY) is a SEBI Registered Investment Adviser, SEBI registration Number INA000014836.

Type of Registration: Non-Individual.

Address: 701/702 Madhava Building, E block, Bandra Kurla Complex, Bandra East, Mumbai- 400051. Phone: +91-22-40022888.

Principal Officer: Mr. Harsh Vardhan Roongta. Phone: +91-9821024892. Email: harsh@feeonlyia.com

Corresp. SEBI office address: SEBI Bhavan, Plot No. C4-A, G Block, SEBI Bhavan, BKC, Bandra (E), Mumbai-400051. Phone: +91-22-26449950

FEE-ONLY offers financial planning and investment advisory services using direct plans/non commission earning products wherever available and charges clients a fee for advice.
In addition to financial planning and investment advisory services, FEE-ONLY also provides other services like estate planning solutions, insurance planning, loan services, investments in fixed deposits, RBI Bonds and small saving schemes for which there may be a commission/referral fee earned which would be disclosed if earned by FEE-ONLY.

There is no obligation for clients to use the implementation/ distribution services of FEE-ONLY for the above-mentioned services. FEE-ONLY or any group member/affiliate may earn a commission/brokerage/referral fee when the client chooses to use the above-mentioned services of FEE-ONLY.

Disclosures

Investment policy for FEE-ONLY/Partner’s investments: FEE-ONLY and/or its Partners may invest in various asset classes and/or investment products. This would be based on investment objectives which could be based on, amongst other items liquidity management, asset allocation, time horizon, and risk-return objectives.

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