Regulatory Disclosure

  • All investor have an option to invest in the above product/ investment approach directly, without intermediation of persons engaged in distribution services.
  • This presentation is proprietary in nature and its copyright vests in Girik Wealth Advisors Private Limited (PMS) & Girk Advisors LLP (AIF) (collectively referred to as “Girik” or the “Manager”. This presentation is intended for illustration and information purposes for the intended user only. Further, the contents of this presentation are provisional and may be subject to change.
  • This presentation is produced solely to the specified recipient for the purposes of its internal review. This presentation is not to be adapted, reproduced, modified, abridged in whole or in part, stored in a retrieved system, or transmitted, or transferred to any third parties in any form or by any means electronic, mechanical or otherwise other than for the purpose of its internal review. Any unauthorised use, duplication or disclosure of this presentation is prohibited by law.
  • This presentation is subject to more detailed information specified in the disclosure document and client service agreement. The investment decision making process/services of Girik may vary from client to client depending on various factors like financial goals, investment objectives, risk profile etc. of each client. Investors must carefully read and agree to the contents of the disclosure document and client service agreement, including all risks highlighted therein, nature of services to be offered by the Manager etc. prior to making any investment decision. Before making an investment, each potential investor should make its independent assessment and inquiries and not take any decision in relation to its portfolio of funds solely based on the information and contents of this presentation.
  • Certain information included in this presentation is based on information obtained from sources considered to be reliable, however, the accuracy of such information cannot be guaranteed and further such information may be incomplete or condensed. No liability is assumed for the relevance, accuracy or completeness of the contents of this presentation.
  • Investments in Securities are subject to market risks and there is no assurance or guarantee that, the objectives of the PMS or AIF will be achieved and/or regarding profit and/or against loss resulting from the investments/divestments and/or investing/divesting in the strategy of the Manager. These risks could be security specific or market specific and arising from company, industry, economic factors (both domestic or global), political factors, regulatory factors, external risks etc. This could result in volatility in short term performance or even permanent loss of capital in some instances. The investment objective, investment strategy and the asset allocation may differ from client to client.
  • Though the investments of the PMS or AIF will be diversified across companies and industry sectors, the risks arising out of non-diversification are above average volatility of the portfolio and even permanent loss of capital in some instances.
  • Trading volumes and settlement periods, transfer procedures etc. may restrict liquidity in equity and debt investments. Low liquidity could result in inability to liquidate the portfolio in a reasonable period of time. In some instance, the period of liquidation could be significant.
  • As with any investment in securities, the portfolio values under the PMS or AIF can go up or down depending on the factors and forces affecting the capital markets. Investment decisions made by the Manager may not always be profitable.
  • Past performance of the Promoters//Sponsors/Manager/Girik is not indicative of the future performance of the PMS or AIF.
  • The Portfolio Manager would be engaging the services of third parties with respect to the PMS / AIF to be rendered to its client(s). The Manager is not responsible or liable for any loss resulting from omission, fraud, negligence, willful misconduct or breach etc. of such third parties and/or the operation of the PMS.
  • In view of the individual nature of tax consequences, each investor is advised to consult her/his/its own professional tax advisor. Investors are advised to consult their legal, tax, investment and other professional advisors to determine possible legal, tax.

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