Disclaimers and Disclosures

Disclaimers & Disclosures

This website is designed to provide general information about financial products, not to offer specific investment advice.

By using this website, you acknowledge and agree to the terms outlined above. If you disagree with any of these terms, please refrain from using the website.

Not Investment Advice: The content on this website is for informational purposes only and should not be considered a recommendation to buy, sell, or hold any investment product.
Investment Professional: Suman Lahiri is a Mutual Fund Distributor registered with AMFI (ARN No. 301952).
Investment Risk: Investments in mutual funds can fluctuate in value due to market changes.
Information Accuracy: While we strive to provide accurate and up-to-date information, we cannot guarantee its completeness or eliminate all risks. The information is based on assumptions, and we cannot be held liable for any errors or omissions.
Third-Party Data: Certain information, such as transaction data, comes from third-party sources, and we cannot verify its accuracy.
Disclaimer of Liability: We are not liable for any damages arising from the use of this website.
Investment Advice: We are not Registered Investment Advisers and do not provide investment advice.
Jurisdiction: Any disputes related to this website or the services offered by Plan Your Money and Suman Lahiri will be subject to the jurisdiction of Kolkata courts.

Equity Oriented Schemes (includes Arbitrage Funds, ELSS Funds, Index Funds, Thematic Funds, all Equity Funds and Equity oriented Hybrid Funds): 0.15% to 1.45%
Debt Oriented Schemes (all debt schemes including Overnight, Liquid Funds): 0.05% to 1.00%
Gold ETF Funds: 0.20% to 1.45%

Financial Planning Standards Board Ltd. (FPSB Ltd.) is the proprietor of the CFP®, CERTIFIED FINANCIAL PLANNER ® and marks outside the United States, including in India, and permits qualified individuals to use these marks to indicate that they have met FPSB Ltd.’s initial and ongoing certification requirements.