WEALTH MANAGEMENT

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What is Wealth Management?

At RNL when it comes to wealth management we work towards identifying the best-in-class investment products across Equities, Fixed Income, and Alternate Products best suited to your needs. Our research prowess carefully scan and evaluate multiple managers and funds. Alongside to that, we do a second level evaluation to approve a handful of carefully selected managers and funds in the recommended basket for your portfolio.

The multi-level product approval process involves a detailed due diligence including, scrutiny of disclosures and regulatory documents, process and operational audits, fund manager meetings, and evaluation of associated costs and fees.

While selection of the right product is one function assessing suitability of the same based on the client's needs is equally critical. Thus leading superior risk adjusted returns.

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.

AMFI Registered Mutual Fund Distributor – ARN-120120 | Date of initial registration – 07-Feb-2017 | Current validity of ARN – 06-Feb-2026

Grievance Officer- Pratik Mukasdar| pratik@rnlip.com

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