WEALTH PRESERVATION

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Wealth Preservation: (Life Insurance, Health Insurance)

Wealth preservation refers to the strategies and actions taken by individuals or entities to protect their financial assets and investments from potential risks and losses. The primary goal is to maintain and grow wealth over time while minimizing exposure to market fluctuations, inflation, taxes, and other economic uncertainties. Common methods of wealth preservation include diversifying investments, using insurance, estate planning, and incorporating risk management techniques.

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-156112 | Date of initial registration – 25-Apr-2024 | Current validity of ARN – 01-Jul-2027