Disclosures

Points for discussion, such as allocation drift, goals falling behind, maturities and SIP gaps, are observations generated from portfolio data. They are prepared for the advisor's review, are marked accordingly, and are never sent to clients automatically. They do not suggest any scheme, product or transaction.

Brhannivesh is read-only. It has no ability to place, modify, switch or redeem any investment, and it does not hold or handle client money or securities.

Brhannivesh does not receive commissions, referral fees or any other payment from fund houses, insurers, brokers or product providers. Its only income is the software fee paid by the practices that use it.

Valuations are based on statements shared with consent and on published prices and NAVs at the valuation date. Values marked as declared have not been verified against a statement.

Returns are shown before tax and are time-weighted unless stated otherwise. Benchmark comparisons use the method disclosed on each report. Past performance does not indicate future results.

Mutual fund investments are subject to market risks. Investors should read all scheme related documents carefully. The value of investments in securities can go down as well as up.

The Rao Family, Sharma Wealth Advisory and all figures shown in sample reports, dashboards and tables on this website are fictional and illustrative. Practice figures described as illustrative are examples, and actual results depend on each practice.