Social Media Disclosure

Regulatory Disclaimer

This page provides the identity, AMFI registration, AMC empanelment, commission, risk, and grievance disclosures applicable to WealthSage Capital Services' social media communications and mutual fund distribution content.

Quick Disclosure for Social Platforms
Registered Entity
WealthSage Capital Services
AMFI Registration
ARN-365467
AMFI Registered Mutual Fund Distributor
Distributor Since
2002
Office
1105A Galleria Tower, DLF Phase IV, Gurgaon, Haryana - 110009

Role and Scope

WealthSage Capital Services acts as an AMFI Registered Mutual Fund Distributor. We distribute Regular Plans of mutual fund schemes and may receive trail commission from Asset Management Companies (AMCs) on investments made through us.

Content shared by WealthSage Capital Services on social media is for general information and investor education only. It should not be treated as personalised investment advice, research advice, tax advice, legal advice, or a promise of future returns.

AMC Empanelments

WealthSage Capital Services is empanelled with the following Asset Management Companies for mutual fund distribution. Empanelment indicates a distributor relationship with the AMC and does not imply that every scheme of every AMC is suitable for every investor.

Aditya Birla Sun Life Mutual Fund
Axis Mutual Fund
Bandhan Mutual Fund
Canara Robeco Mutual Fund
DSP Mutual Fund
Edelweiss Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
Helios Mutual Fund
HSBC Mutual Fund
ICICI Prudential Mutual Fund
Invesco Mutual Fund
Kotak Mahindra Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Fund
PGIM India Mutual Fund
PPFAS Mutual Fund
Quant Mutual Fund
SBI Mutual Fund
Sundaram Mutual Fund
Tata Mutual Fund
UTI Mutual Fund
WhiteOak Capital Mutual Fund
This list is maintained on a best-effort basis and may change as AMC empanelments are added, discontinued, or updated. Investors should refer to the respective Scheme Information Document, Statement of Additional Information, Key Information Memorandum, and factsheet before investing.

Commission Disclosure

WealthSage Capital Services may receive trail commission from AMCs for investments made in Regular Plans of mutual fund schemes. Commission rates vary by scheme, category, and AMC, and may change from time to time.

Scheme-level commission information is available on request. Investors seeking fee-only, commission-free advisory should consult a SEBI Registered Investment Adviser.

Important Risk Disclaimers

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Past performance is not indicative of future returns. Returns are not guaranteed or assured.
Any examples, illustrations, model portfolios, tax notes, or market views shared on social media are for educational purposes only and may not be suitable for every investor.
Investment decisions should be made after considering your goals, risk profile, investment horizon, cash-flow needs, tax position, and product suitability.
WealthSage Capital Services is not responsible for losses arising from investment decisions made solely on the basis of social media content.

Grievance Redressal

For complaints or grievances related to our services, please write to contact@wealthsagecapital.in with the subject line "Grievance". We aim to resolve grievances within 30 days of receipt.

For unresolved complaints, investors may approach SEBI through the SCORES portal or contact AMFI for matters relating to mutual fund distribution.