Legal Disclosures

Registration & Licensing

BM Wealth is a premier wealth distribution firm based in Mumbai. We operate in strict accordance with the regulatory frameworks established by the Association of Mutual Funds in India (AMFI) and the Insurance Regulatory and Development Authority of India (IRDAI). These registrations authorise us to distribute mutual fund schemes and insurance products on behalf of regulated manufacturers (AMCs and insurers). We are not a SEBI-registered Investment Advisor (RIA) or Portfolio Manager and do not provide personalised investment advice or discretionary portfolio management services.

• ARN:AMFI Registered Mutual Fund Distributor (ARN-90008)
• IRDAI:Licensed Insurance Corporate Agent (IRDAI-277925)

Distribution Remuneration

In accordance with industry standards and regulatory guidelines, BM Wealth receives remuneration from Asset Management Companies (AMCs) and Insurance Providers for the distribution of financial products.

"Distribution remuneration as per industry standards. Specific details regarding commission structures are available upon request for our distinguished clients."

Market Dynamics & Risk

Investment products are subject to market dynamics. Performance data, where provided, represents historical outcomes and is not a guarantee of future results. Returns on equity, debt, and hybrid instruments can fluctuate based on macroeconomic conditions, interest rate cycles, regulatory changes, and global events. Investors should consider their risk tolerance, investment horizon, and financial goals before committing capital to any product.

Confidentiality & Integrity

The security of our clients' financial data is of paramount importance. We maintain the highest standards of data protection and professional integrity in all our interactions. Personal and financial information shared with BM Wealth is used solely for the purpose of facilitating product distribution and is never sold or shared with third parties beyond what is required by applicable regulations.