Terms & Conditions

Effective Date: 10-06-2026

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 house headquartered in Bengaluru, Karnataka, India. Since its establishment in 1998, Make My Wealth has provided support for mutual fund and other financial product investments.

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
• Lump Sum and SIP (Systematic Investment Plan) Facilitation
• Goal-Based Investment Discussions
• Support to create a retirement corpus based on investor requirements
• Periodic Portfolio Review Support
• 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. Acceptance of Terms

By using our website or services, you expressly agree:

• To comply with all applicable laws and regulations.
• To provide accurate and complete information whenever requested.
• To use our website and services only for lawful purposes.
• To assume responsibility for all decisions made based on information obtained from us.

These Terms constitute a legally binding agreement between you and Make My Wealth.

3. Nature of Services

Our role and responsibilities as a mutual fund distributor are to assist with account opening and completion of KYC formalities for investors.

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.

4. 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.

5. 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.

6. 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.

7. 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.

21. 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