Staywealthy Investment Services (shortly reffered as SIS) provides investment services as a distributor of third-party Investment products (shortly referred as ‘investment products’). SIS does NOT provide investment advisory services in any manner or form. Investment products do not pertain to SIS.
Investment Products
(i) are not bank deposits or obligations of or guaranteed by SIS or any of its affiliates or subsidiaries;
(ii) are not insured by any governmental agency and
(iii) are subject to investment risks, including the possible loss of the principal amount invested. Past performance is not indicative of future results, prices/invested sum is subject to market risks which may result in appreciation or depreciation.
The ownership of any investment decision(s) shall exclusively vest with the Investor after analyzing all possible risk factors and by exercise of his/her/its independent discretion and SIS shall not be liable or held liable for any consequences thereof.
Investment products may not be available to US persons, Residents of Canada and may not be available in all jurisdictions. By making any investment, you confirm your deemed acceptance to the conditions mentioned herein.
Investment products are distributed by SIS. on a non -discretionary and non participation basis.
The final investment decision shall at all times exclusively remain with the investor.
Investor investing in investment products acknowledge that:
(i) the third party product provider may invest in products denominated in non-local currency;
(ii) there could be risk of exchange rate fluctuations, which may result in loss of principal or erosion of value of investment . This document does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation. Please exercise diligence by reading & understanding the Key Information Memorandum(s)/Scheme Investment Document(s) & Statement of Additional Information/Term Sheet/Prospectus carefully before investing and no claim whatsoever shall be made against SIS or any of its affiliates or subsidiaries and / or employees claiming any influence/recommendation/advice/responsibility/liability as against your decision to invest in any investment product.
Investor should ensure to understand, accept the identities of different parties and the roles that they play in relation to the various Investment Products.
SIS or their affiliates or subsidiaries (collectively Connected Persons) and that of an investor itself , as a result of the various investment and/or commercial businesses and/or activities of the Connected Persons. You are deemed to accept, on purchasing/ subscribing / investing to a particular
Investment Product(s), that any such conflict may exist and may be prejudicial to an investment in the Investment Product(s).
MLDs:
The investment made in Market Linked Debentures (MLD)/ Bonds will be shown at the purchase price applicable at the time of making these investments and is not reflective of the current market value of such investments. The firm should be promptly informed of any transaction (sale/purchase) effected in the MLD/Bonds portfolio by the client. The investment in MLD/Bonds shall be accordingly reflected in the investment account and the value in respect thereof shall be reflected the investment account statement. The revised portfolio shall be reflected in the investment account statement only pursuant to the client informing the Bank of such transactions in their MLD/Bonds portfolio. These investments may simultaneously reflect in the client’s Investments held with the firm.
Referral Products
SIS and/or its affiliates, subsidiaries, and/or agents has/have acted only as the REFERRAL Agent and has/have not acted in any way as an advisor and no claim whatsoever shall be made against SIS or any of its affiliates or subsidiaries and / or employees claiming any influence/recommendation/advice/responsibility/liability as against your decision to invest in connection with any investments made by the customer into third party investment products.
Your investments holding shall reflect the current amounts so invested by you into the Products at cost and is independent of the overall commitment so made by you and should not be deemed to be the current market value of such Products. The Statement reflects only such investments as have been intimated to us by the customer. The Statement is generated at the request of the customer and based on information available with us so received from the customer and / or the Referral Agent/agency appointed by them as the case may be. On account of the same it may be noted that the investment may reflect on the Statement with a delay and in all such cases the firm shall not be held responsible and /or liable under any circumstances whatsoever.
Standard Insurance Disclaimers
Insurance products are obligations only of the Insurance company. They are not bank deposits or obligations of or guaranteed by SIS or any of its affiliates or subsidiaries or any Governmental agency. All claims under the policy will be solely decided upon by the Insurance Company.
SIS or any of their affiliates and group entities hold no warranty and do not make any representation about the insurance, the quality of claims processing and shall not be responsible for claims, recovery of claims, or for processing of or clearing of claims, in any manner whatsoever. This document does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation.
Firm is not acting as corporate agent in insurance and does not give any advise in insurance, it is only acting as a referral agent to other corporate agents with whom the firm is connected.
Investment products are not available to US persons and may not be available in all jurisdictions.
Participation by the firm’s customers in an insurance product is purely on a voluntary basis.
*IRS Circular 230 Disclosure: SIS, its affiliates, and its employees are not in the business of providing tax or legal advice to any taxpayer. This document is not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax benefits are subject to changes in the tax laws. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.
Unlisted Shares
Investing in unlisted shares involves significant risk. The value of such investments can fluctuate, and investors may lose part or all of their invested capital. Past performance is not indicative of future results.
The unlisted shares offered may or may not be listed on any recognized stock exchange in the future. No assurances or guarantees are provided regarding the future listing or exit opportunities.
Upon listing, a lock-in period may apply to the unlisted shares, as per regulations stipulated by SEBI or other regulatory bodies. This lock-in period could prevent investors from selling their shares for a specific time frame after listing.
Unlisted shares are not traded on stock exchanges, and there may be limited liquidity for such shares. It may be challenging to find buyers for these securities, and selling them could involve substantial delays.
Investors are advised to conduct their own due diligence and research before making any investment in unlisted shares. We recommend that investors seek independent financial advice before committing to such investments.
The information provided on this website is for informational purposes only and does not constitute investment advice, financial planning, or a recommendation to invest in unlisted securities. Please consult with your financial advisor before making investment decisions.
All transactions are subject to applicable laws and regulations of India, including those set forth by SEBI and other regulatory bodies. Investors must ensure compliance with all legal requirements before investing in unlisted shares.
No guarantee or assurance of any returns (whether capital or interest) is provided. Returns on investment may vary depending on various factors, including the financial performance of the company.
Non-Resident Indian (NRI) investors must ensure that payments are made through their NRO accounts, and share transfers will be facilitated to their NRO Demat account in compliance with Indian regulations.
Investments in unlisted shares are subject to market volatility. Prices may change due to unforeseen market conditions, and there is no guarantee of price stability for these securities.
Transfer of unlisted shares may take a significant amount of time and is subject to regulatory approvals. Delays in share transfer may occur due to unforeseen circumstances beyond our control.
In the event that we are unable to provide the shares or inventory, any funds received will be refunded without interest or penalty, subject to market conditions and availability of inventory.
By using this website and investing in unlisted shares, the investor agrees to indemnify and hold harmless the company, its directors, and employees from any claims, losses, or liabilities arising from the investment.
No timeline for the listing of shares is guaranteed. Any listing of shares is subject to approval from the company’s management and regulatory bodies.
We may have financial interests in the companies whose unlisted shares are sold on this platform. However, such interests do not influence our role as intermediaries in the transaction.
In the event of unforeseen circumstances or force majeure events, we reserve the right to cancel transactions and refund the consideration amount without any penalties or interest.
Stamp duty as applicable on unlisted shares has been paid by the seller to the Government of India through NSDL/CDSL.
