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Disclaimer

What this website is, and what it is not.

Who we are on this website

RK Wealth – AMFI-Registered Mutual Fund Distributor | ARN-89521. RK Wealth is an AMFI-Registered Mutual Fund Distributor. We facilitate the distribution of mutual fund products and provide investor support and educational information. We do not provide investment advisory services and do not charge investors a fee for advice. RK Wealth is an AMFI-Registered Mutual Fund Distributor. This website does not present RK Wealth as an IRDAI-registered insurance broker, corporate agent, web aggregator or insurance adviser. Health, life and other protection topics here are general education. For a policy recommendation or purchase, use an intermediary authorised for that activity.

What this website offers

Pages on this site cover investor education, goal-based investing support, retirement and tax awareness, financial wellness sessions, financial literacy, preparedness conversations, illustrative calculators, and a contact form. There is no client login, no scheme transaction facility, and no insurance purchase on this website.

Education, not personalised advice

The content on this page is for general education only. It is not personalised investment, legal or tax advice. Please consider your own circumstances and consult an appropriately qualified professional where required.

No guarantees

No content, illustration or calculator output on this website constitutes a promise, projection or guarantee of any return, corpus or outcome.

Calculators

This calculator produces an illustrative, hypothetical estimate based entirely on the assumptions you enter. It is not a projection, a promise or a guarantee of any outcome. Actual results will differ.

Tax

Tax treatment depends on individual circumstances and prevailing tax law, which may change. Please consult a qualified tax professional for advice on your personal tax position.

Risk

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes.

We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.