- 079-40033329
- Contact@shagunfincon.com
- Satellite, Ahmedabad - 380015
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
Shagun Sutaria Stock Broking Pvt. Ltd. AMFI Registered Mutual Fund Distributor (ARN-31899) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Although we have tried to maintain high standards in quality, clarity, and accuracy of the material posted on the portal, Prudent is not legally responsible for the same in any manner whatsoever. The documents/reports/research analysis available on the Website does not constitute an offer or solicitation for the purchase or sale of any Security / financial instrument or as an official confirmation of any transaction. Prudent and its group companies, directors, employees, affiliates, and associates shall not be in any way responsible for any loss or damage that may arise to any person from any inadvertent error in the information contained in this report.
The documents/ reports/ research analysis is provided for assistance only and is not intended to be and must not alone be taken as the basis for any decision. The user assumes the entire risk of any use made of this information. The distribution of this information in certain jurisdictions may be restricted by law, and persons in whose possession this information comes, should inform themselves about and observe any such restrictions. The information given in this document is as of the date and time of the documents/reports/research analysis and there can be no assurance that future results or events will be consistent with this information. The information is subject to change without any prior notice. Prudent and its group companies, directors, employees, affiliates, and associates reserve the right to make modifications and alterations to this statement as may be required from time to time. However, Prudent and its group companies, directors, employees, and affiliates are under no obligation to update or keep the information current. Neither Prudent nor any of its affiliates, group companies, directors, employees, agents or representatives shall be liable for any damages whether direct, indirect, special, or consequential including lost revenue or lost profits that may arise from or in connection with the use of the information.
The distributor / mutual funds/asset management companies may at its discretion not give effect to your transactions where the distributor / mutual fund/asset management companies have reasons to believe (which decision of distributor / mutual fund/asset management companies, you shall not question or dispute) that the transactions are not genuine or are otherwise improper or unclear or raise a doubt. The respective distributor / mutual fund/asset management company shall not be liable for the loss of any opportunity costs incurred by you if any transactions are not carried out for any reasons including but not limited to technical site error, temporary server down, or whatsoever. You understand that any payment made by you towards such transactions will be refunded to your account, after the deduction of charges, if any. You understand that you may communicate directly with the distributor / Mutual Fund / Asset Management Company to resolve any clarifications that you may have pertaining to your investments in the Mutual Fund Schemes.
Welcome to Shagun Wealth! We are committed to providing reliable and compliant financial advisory services to our clients. As part of our dedication to transparency and regulatory compliance, we have prepared the following content for our website:
Compliance Overview: At Shagun Wealth, we prioritize compliance with all relevant laws, regulations, and industry standards. We are registered with the appropriate regulatory bodies and hold the necessary licenses to operate as a trusted financial advisory firm.
Regulatory Registrations: We are registered with SEBI, BSE, and AMFI and adhere to their guidelines, ensuring that we meet the highest standards of professionalism and ethical conduct. Our registration information is available upon request.
Code of Ethics: Our team strictly adheres to a comprehensive code of ethics that guides our actions and decisions. This code includes principles such as integrity, professionalism, confidentiality, and the best interests of our clients.
Client Confidentiality: We understand the importance of client privacy and handle all personal and financial information with the utmost confidentiality. We have strict internal policies and advanced security measures in place to safeguard client data.
Risk Disclosure: Investing in financial markets involves inherent risks, and we provide transparent information about the potential risks associated with various investment products and strategies. We educate our clients about the risks involved to ensure they can make informed decisions.
Regulatory Disclosures: We provide clear and concise disclosures regarding our fees, potential conflicts of interest, and any affiliations or relationships that may impact our recommendations. These disclosures are designed to enhance transparency and promote a trusted client-advisor relationship.
Anti-Money Laundering (AML) and Know Your Customer (KYC): To prevent financial crime, we have robust AML and KYC procedures in place. These procedures help us verify the identity of our clients, assess their risk profiles, and monitor their financial activities in accordance with applicable laws and regulations.
Suitability Assessment: Before making any investment recommendations, we conduct a thorough suitability assessment to ensure that the proposed investments align with our clients’ financial goals, risk tolerance, and investment objectives.
Ongoing Compliance Monitoring: We have a dedicated compliance team that continually monitors regulatory developments and updates our policies and procedures accordingly. This proactive approach ensures that we maintain compliance with evolving regulations and industry best practices.
Client Complaints: We take client complaints seriously and have established a clear process to address and resolve them promptly and fairly. If you have any concerns or complaints, please contact our dedicated client services team.
Please note that the above content is for informational purposes only and should not be considered legal or financial advice. For personalized guidance, we recommend reaching out to our qualified team.
At Shagun Wealth, we are committed to delivering exceptional service while maintaining the highest level of compliance and integrity.
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Shagun Sutaria Stock Broking Pvt Ltd. | AMFI Registered Mutual Fund Distributor (ARN-31899). | Current ARN Validity:05/10/2024. | Date of Initial Registration: 05/10/2018.
Shagun Sandeep Sutaria. AMFI Registered Mutual Fund Distributor (ARN-2550). | Current ARN Validity:01/04/2027. | Certification Number: 2430048314. | Date of Initial Registration: 12/12/2003.
Disclaimer: Shagun Sutaria Stock Broking Pvt Ltd [AMFI Registered Mutual Fund Distributor]. This website does not have regard to any specific investment objectives, financial situations, and the particular needs of any specific person. Mutual Fund Investments are subject to market risks, please read the offer document carefully before investing. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies and should understand that statements regarding future prospects may not be realized. There is no assurance or guarantee of the objectives of the Portfolio strategies being achieved. These are not Exchange-traded products and Shagun Sutaria Stock Broking Pvt Ltd is just acting as a distributor. All disputes concerning the distribution activity, would not have access to the Exchange investor redressal forum or Arbitration mechanism.
“Mutual fund investments are subject to market risk. Please read all scheme-related documents carefully before investing.”
The company makes no warranties or representations express or implied, on products offered through the company. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
Clients can address their complaints by mailing us at shagunsutaria@gmail.com or by calling us.
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