• There is no assurance or guarantee that investment goals will be achieved, as outcomes depend on the performance of the schemes.
• The recommendations provided are non-obligatory and only serve as guidance for investors regarding the suitability of investment schemes.
• Assumed returns are indicative and based on historical trends; there is no guarantee that these returns will be realized.
• Past performance of schemes does not indicate or guarantee future performance and should not be the sole basis for investment decisions.
• Investments are subject to various risks, including market volatility, economic changes, currency fluctuations, and political or business risks.
• Meenakshi Real Assets Fund, Meenakshi Alternates, and its employees or affiliates are not liable for any direct or indirect losses due to market fluctuations or unforeseen factors.
• This plan is prepared based on investor-provided information, which is assumed to be accurate. No responsibility is taken for incorrect or incomplete details.
• The document contains forward-looking statements, subject to risks and uncertainties that may cause actual results to differ. There is no liability for deviations from projected performance.
• Investment strategies depend on market conditions and investor goals, which may change over time. Regular reviews and updates are recommended.
• All mutual fund and securities investments are subject to market risks; there is no guarantee of achieving investment objectives.
• The NAV of mutual fund units may fluctuate based on market factors.
• Investments in equity and related instruments are volatile, while investments in assets like gold ETFs carry risks such as liquidity concerns and counterparty risks.
• Investors should carefully read the Scheme Information Document (SID) and Statement of Additional Information (SAI) before investing.
• Meenakshi Real Assets Fund is not responsible for losses due to factors beyond control, including government policy changes, economic downturns, force majeure events, or technical issues.

Foreign Tax Compliance (FATCA) & Tax Regulations

• Global tax regulations require the collection of tax residency information from investors.
• In certain cases, account details may need to be shared with relevant tax authorities.
• Investors must update any changes in tax residency status within 30 days.
• U.S. citizens, residents, or Green Card holders must provide relevant tax identification details.
• FATCA provisions under the U.S. Hire Act 2010 apply. Further details are available on our website.
• The fund reserves the right to reject applications or restrict investments if tax-related information is not provided.
• By investing, investors acknowledge and accept all associated risks.