Disclaimer

Last Updated: 23 September 2026

The information provided on this website is made available by Truewin Valueadd Capital Services LLP (“Truewin Valueadd”) for general informational and educational purposes only.

By accessing or using this website, you acknowledge and agree to the following disclaimer.

General Information

The information available on this website is intended to provide a general understanding of financial products, investment solutions and services facilitated by Truewin Valueadd.

Nothing contained on this website should, by itself, be considered personalised investment advice, legal advice, tax advice, accounting advice or a guarantee of any financial outcome.

Investment decisions should be made only after carefully considering your financial objectives, investment horizon, liquidity requirements, risk tolerance and the relevant product documentation.

Investment Risk

Investments in financial products involve varying degrees of risk.

The value of investments may increase or decrease due to factors including:

Market movements
Economic conditions
Interest-rate changes
Credit events
Liquidity conditions
Issuer performance
Regulatory developments
Political or global events
Other market-related factors

Investors may lose part or all of the capital invested depending on the nature of the product.

No Guaranteed Returns

Truewin Valueadd does not guarantee or assure:

Investment returns
Capital appreciation
Capital protection
Achievement of financial objectives
Future market performance
Performance of any investment strategy or product

Unless explicitly provided under the legally binding terms of a specific product, no investment should be considered a guaranteed-return product.

Past performance should not be regarded as an assurance or guarantee of future performance.

Mutual Funds

Mutual Fund investments are market-linked and the value of investments may rise or fall depending on the performance of the underlying securities and market conditions.

Investors should carefully review the applicable Scheme Information Document, Key Information Memorandum and other relevant scheme-related documents before investing.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Portfolio Management Services (PMS)

Portfolio Management Services involve investment in market-linked securities and are subject to investment and market risks.

Performance may vary depending on the portfolio strategy, market conditions, security selection and other factors.

Investors should carefully review the Portfolio Manager’s Disclosure Document, client agreement, investment approach, fees, risks and other applicable documentation before making an investment decision.

PMS-related APRN: APRN09804

The presence of an APRN or other registration/reference number should not be interpreted as an endorsement or guarantee of investment performance.

Alternative Investment Funds (AIF)

Alternative Investment Funds may involve sophisticated investment strategies, relatively high investment thresholds, limited liquidity and longer investment horizons.

AIFs may invest in listed, unlisted or other permitted assets depending on the category and investment strategy.

Investors should read the relevant Private Placement Memorandum, contribution agreement, risk disclosures and other applicable documentation before investing.

Specialized Investment Funds (SIF)

Specialized Investment Funds operate within the applicable regulatory framework and may offer specialised investment strategies with different risk characteristics from conventional Mutual Fund schemes.

SIF strategies may involve equity, debt, hybrid or other permitted approaches depending on the applicable investment strategy.

Investors should understand the strategy, eligibility requirements, liquidity provisions and risk factors before investing.

SEBI introduced the regulatory framework for Specialized Investment Funds in February 2025, with subsequent clarification issued in April 2025.

Bonds & Debentures

Investments in Bonds and Debentures are subject to risks including:

Credit risk
Default risk
Interest-rate risk
Liquidity risk
Reinvestment risk
Market risk
Issuer-specific risk

Payment of interest and repayment of principal depend on the financial ability of the issuer and the terms of the relevant instrument.

Credit ratings, where available, represent the opinion of the relevant credit-rating agency and should not be interpreted as a guarantee of repayment or investment safety.

Systematic Withdrawal Plan (SWP)

A Systematic Withdrawal Plan is a facility that allows an investor to withdraw a specified amount from an eligible Mutual Fund investment at selected intervals.

SWP should not be interpreted as guaranteed income, interest or guaranteed return.

Withdrawals generally involve redemption of Mutual Fund units and may reduce the investment corpus.

The sustainability of withdrawals depends on factors including market performance, withdrawal amount, investment value and duration.

Insurance Solutions

Insurance products are subject to the terms and conditions of the relevant insurance policy.

Coverage, premiums, exclusions, waiting periods, eligibility, benefits and claims are determined according to the policy documents issued by the relevant insurer.

Prospective policyholders should carefully review the policy wording, exclusions, benefit illustrations and other applicable documents before purchasing an insurance product.

Insurance is the subject matter of solicitation.

Product Information

Information relating to financial products may be obtained from sources including:

Asset Management Companies
Portfolio Managers
Alternative Investment Funds
Specialized Investment Fund providers
Bond issuers or authorised platforms
Insurance companies
Registrars and Transfer Agents
Exchanges
Depositories
Other authorised or publicly available sources

While reasonable efforts may be made to present accurate information, financial products, regulations, taxation, eligibility criteria, fees and market conditions may change.

Official documents issued by the relevant product provider shall prevail in case of any discrepancy.

No Offer or Solicitation

Unless specifically stated otherwise and permitted under applicable regulations, information on this website should not be interpreted as an offer, invitation or recommendation to purchase, sell or subscribe to any particular financial product.

Availability of information on this website does not mean that a particular product is suitable or available for every investor.

Investor Responsibility

Investors are responsible for independently evaluating financial products before making an investment decision.

Investors should consider factors such as:

Financial objectives
Risk tolerance
Investment horizon
Liquidity requirements
Product features
Costs and charges
Tax implications
Applicable risks

Where necessary, investors should seek advice from appropriately qualified professionals.

Taxation

Any tax-related information available on this website is general in nature.

Tax treatment may vary depending on the investor, product, transaction and applicable law and may change over time.

Truewin Valueadd does not provide tax or legal advice through general website content.

Users should consult an appropriately qualified tax or legal professional regarding their individual circumstances.

Market Information and Past Performance

Any historical return, market data, illustration, chart, projection or performance-related information displayed on this website is provided for informational purposes only.

Historical performance does not guarantee future results.

Actual investment outcomes may differ materially due to market movements and other factors.

Third-Party Websites

This website may contain links to third-party websites, platforms or service providers.

Such links may be provided for convenience or additional information.

Truewin Valueadd does not control and is not responsible for:

Third-party website content
Availability
Security
Privacy practices
Product information
Transactions conducted through external platforms

Users should review the applicable terms, privacy policies and official documentation of third-party platforms before using them.

Website Accuracy and Availability

Truewin Valueadd endeavours to maintain useful and reasonably accurate website information.

However, we do not warrant that all information will always be:

Complete
Current
Error-free
Uninterrupted
Suitable for every investor

Website content may be modified, corrected or updated without prior notice.

Limitation of Liability

To the extent permitted under applicable law, Truewin Valueadd shall not be liable for any direct or indirect loss arising solely from reliance on general information available on this website.

Truewin Valueadd is also not responsible for losses resulting from market movements, third-party products, external websites, technical failures or circumstances beyond its reasonable control.

Nothing contained in this disclaimer excludes any liability that cannot legally be excluded.

Intellectual Property

All original website content, branding, graphics and materials belonging to Truewin Valueadd are protected under applicable intellectual-property laws unless otherwise stated.

Third-party trademarks, logos and product names remain the property of their respective owners.

Regulatory / Registration Details

Truewin Valueadd Capital Services LLP

AMFI Registration Number (ARN): ARN-365309
PMS-related APRN: APRN09804

Registration with or allocation of a registration/reference number by any regulatory or industry body should not be interpreted as an endorsement, certification of investment quality, guarantee of returns or assurance against investment losses.

Contact Information

Truewin Valueadd Capital Services LLP
F-902, PNTC, Radio Mirchi Road, Ahmedabad, Gujarat, India

Phone: +91 84691 22460 / +91 98258 69262
Email: info@truewinvalueadd.com

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.