Effective Date: 03-06-2026

Welcome to Make My Wealth (“Make My Wealth”, “we”, “our”, “us”). These Terms & Conditions govern your access to and use of our website, services, communications, tools, resources, and any interactions you may have with us.

By accessing our website, submitting information, requesting services, or engaging with us in any manner, you acknowledge that you have read, understood, and agreed to be bound by these Terms & Conditions. If you do not agree with any part of these Terms, please discontinue the use of our website and services immediately.

1. ABOUT MAKE MY WEALTH

Make My Wealth is a Mutual Fund Distribution and Investor Facilitation platform based in Bengaluru, Karnataka, India.

We assist investors in understanding mutual fund products and facilitate investments in mutual fund schemes offered by various Asset Management Companies (AMCs) registered with the Securities and Exchange Board of India (SEBI).

Our services may include:

  • Mutual Fund Distribution

  • SIP (Systematic Investment Plan) Facilitation

  • Goal-Based Investment Discussions

  • Investor Education and Awareness

  • Portfolio Review Assistance

  • Transaction Support

  • Investor Service and Documentation Assistance

Make My Wealth acts solely as a Mutual Fund Distributor and does not provide investment advisory services under the SEBI (Investment Advisers) Regulations.

2. NATURE OF SERVICES

The information, discussions, illustrations, calculators, presentations, reports, articles, and communications provided by Make My Wealth are intended solely for informational and educational purposes.

Our role is limited to:

  • Facilitating mutual fund transactions

  • Providing product-related information

  • Assisting investors with procedural requirements

  • Helping investors understand available mutual fund schemes

We do not:

  • Provide personalized investment advice

  • Offer portfolio management services

  • Recommend specific securities or stocks

  • Act as a stock broker

  • Provide legal advice

  • Provide tax advisory services

  • Guarantee investment outcomes

Any information shared should not be interpreted as an investment recommendation or advice to buy, sell, switch, redeem, or hold any investment product.

3. INVESTOR ACKNOWLEDGEMENT

By using our services, you acknowledge and agree that:

  • You are investing voluntarily.

  • You understand the risks associated with mutual fund investments.

  • You have reviewed all relevant scheme documents.

  • You are responsible for evaluating whether an investment is suitable for your financial circumstances.

  • Your investment decisions are made independently.

You further acknowledge that Make My Wealth acts only as a distributor and facilitator of mutual fund products.

4. MUTUAL FUND RISK DISCLOSURE

Mutual Fund investments are subject to market risks.

Investments in mutual funds are influenced by various factors, including but not limited to:

  • Market volatility

  • Economic conditions

  • Interest rate movements

  • Inflation

  • Regulatory changes

  • Political developments

  • Currency fluctuations

  • Industry-specific risks

The value of investments may rise or fall depending on market conditions.

Investors may lose part or all of their invested capital.

Past performance of any mutual fund scheme, fund manager, AMC, or asset class is not indicative of future performance.

5. NO GUARANTEE OF RETURNS

Make My Wealth does not guarantee:

  • Capital protection

  • Fixed returns

  • Minimum returns

  • Profitability

  • Achievement of financial goals

  • Preservation of capital

  • Future performance of any mutual fund scheme

Any projections, illustrations, examples, or calculations provided are for educational purposes only and should not be considered assurances or guarantees.

6. NO INVESTMENT ADVISORY SERVICES

Make My Wealth is not acting as a SEBI Registered Investment Adviser (RIA).

Nothing on this website or in any communication shall be construed as:

  • Investment advice

  • Financial advice

  • Tax advice

  • Legal advice

  • Portfolio management advice

  • Personalized recommendations

Investors are encouraged to consult qualified professionals before making investment decisions.

7. CLIENT RESPONSIBILITIES

Investors are responsible for:

7.1 Providing Accurate Information

You agree to provide accurate and complete information whenever requested, including:

  • Personal information

  • KYC details

  • Financial information

  • Contact information

  • FATCA declarations

  • Nomination details

7.2 Reviewing Scheme Documents

Before investing, you should carefully review:

  • Scheme Information Document (SID)

  • Key Information Memorandum (KIM)

  • Statement of Additional Information (SAI)

  • Risk Factors

  • Product Literature

7.3 Independent Decision-Making

The final decision to invest, redeem, switch, or continue holding any mutual fund investment rests solely with the investor.

8. THIRD-PARTY PRODUCTS

Mutual fund schemes distributed through Make My Wealth are offered by independent Asset Management Companies (AMCs).

Make My Wealth does not control:

  • Fund management decisions

  • Scheme performance

  • Portfolio construction

  • NAV movements

  • Dividend declarations

  • Regulatory actions

Any agreement relating to a mutual fund investment is between the investor and the respective AMC.

9. WEBSITE CONTENT DISCLAIMER

The content available on this website is intended solely for educational and informational purposes.

While reasonable efforts are made to ensure accuracy, we do not warrant:

  • Completeness

  • Accuracy

  • Reliability

  • Timeliness

  • Suitability

Information may be updated or modified without prior notice.

10. COMMUNICATION CONSENT

By providing your contact information, you consent to receive communications from Make My Wealth through:

  • Telephone Calls

  • SMS

  • WhatsApp Messages

  • Emails

  • Newsletters

  • Service Notifications

  • Investment-related Updates

You may opt out of promotional communications at any time.

11. PRIVACY AND DATA PROTECTION

Information collected from users may be used for:

  • Account servicing

  • Transaction facilitation

  • Regulatory compliance

  • Investor communication

  • Customer support

We implement reasonable safeguards to protect personal information.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

12. INTELLECTUAL PROPERTY RIGHTS

All content on this website, including:

  • Text

  • Graphics

  • Logos

  • Articles

  • Reports

  • Educational Materials

  • Calculators

  • Downloads

is the property of Make My Wealth and is protected under applicable intellectual property laws.

No content may be copied, reproduced, distributed, or modified without prior written permission.

13. PROHIBITED USE

Users agree not to:

  • Violate applicable laws

  • Upload malicious software

  • Attempt unauthorized access

  • Interfere with website functionality

  • Misrepresent identity

  • Use website content for unauthorized commercial purposes

Violation may result in suspension of access and legal action.

14. LIMITATION OF LIABILITY

To the maximum extent permitted by law, Make My Wealth and its representatives shall not be liable for:

  • Investment losses

  • Loss of capital

  • Market-related losses

  • Loss of profits

  • Indirect damages

  • Consequential damages

  • Business interruption

  • Reliance on website content

  • Actions of third-party AMCs

Investors acknowledge that investing involves inherent risks.

15. INDEMNIFICATION

You agree to indemnify and hold harmless Make My Wealth, its employees, representatives, and affiliates against any claims, losses, liabilities, costs, or expenses arising from:

  • Violation of these Terms

  • Misuse of the website

  • Inaccurate information provided by you

  • Investment decisions made by you

16. FORCE MAJEURE

Make My Wealth shall not be liable for delays or interruptions caused by events beyond reasonable control, including:

  • Natural disasters

  • Government actions

  • Internet failures

  • Power outages

  • Cyber incidents

  • Pandemics

  • Regulatory restrictions

17. TERMINATION

We reserve the right to suspend or terminate access to our website or services if:

  • These Terms are violated

  • Fraudulent activity is suspected

  • Regulatory requirements demand such action

  • Information provided is false or misleading

18. GOVERNING LAW AND JURISDICTION

These Terms shall be governed by the laws of India.

Any disputes arising from these Terms shall be subject to the exclusive jurisdiction of the competent courts located in Bengaluru, Karnataka.

19. CHANGES TO THESE TERMS

Make My Wealth reserves the right to update or modify these Terms & Conditions at any time.

Updated versions will be published on this website and become effective immediately upon posting.

Continued use of the website constitutes acceptance of the revised Terms.

20. CONTACT INFORMATION

MAKE MY WEALTH

731, 7th Cross, 10th Main,
BTM 2nd Stage, Mico Layout,
Bengaluru – 560076, Karnataka, India

Phone: +91 98451 59252

Email: makemywealth@gmail.com

IMPORTANT DISCLAIMER

  • Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
  • Make My Wealth acts solely as a Mutual Fund Distributor and does not provide investment advisory services under the SEBI (Investment Advisers) Regulations.
  • Nothing contained on this website shall be construed as investment advice, recommendation, or solicitation to buy or sell any security or financial product.