General Disclaimer
Poonam Investment is a Mutual Fund Distributor. The information provided on this website is for general informational and educational purposes only.
We are a Mutual Fund Distributor, NOT a SEBI-registered Investment Adviser. For personalised investment advice, please consult a SEBI-registered Investment Adviser (RIA).
Investment Risk
Mutual fund investments are subject to market risks. Poonam Investment does not guarantee any specific returns, dividends, or capital protection on any investment facilitated through our platform.
Investors should realise that the value of units can go up or down depending on the factors and forces affecting capital markets. Past performance does not guarantee future results.
Commission Disclosure
In accordance with SEBI/AMFI guidelines, Poonam Investment may receive trail commission from Asset Management Companies (AMCs) for mutual fund distribution. This is paid from the scheme's Total Expense Ratio (TER) and does not involve additional charges to investors.
Advisory Status
Our role is restricted to distribution services only. We do not offer financial planning or investment advice under SEBI (Investment Advisers) Regulations, 2013. Any product suggestions are based on the information and risk profile shared by the client.
Scheme Documents
Investors should carefully read the Scheme Information Document (SID), Statement of Additional Information (SAI), and Key Information Memorandum (KIM) before making any investment decision.
Investor Grievance
For any complaints, please contact us through the details provided on the Contact page. Unresolved issues can be escalated via the SEBI SCORES portal or the SMART ODR platform, as applicable.
Third-Party Links
This website may contain links to external websites. Poonam Investment is not responsible for the content, privacy policies, or practices of any third-party sites. Users should exercise their own discretion while accessing such links.
Data & Privacy
Your data is handled according to our Privacy Policy and the Digital Personal Data Protection Act, 2023. We collect information only as required for regulatory compliance, KYC norms, and transaction processing.
Jurisdiction
Any legal disputes arising out of the use of this website or our services shall be subject to the exclusive jurisdiction of the courts at Durg, Chhattisgarh, India.
Copyright
© 2026 Poonam Investment. All rights reserved. No part of this website may be reproduced, stored, or transmitted in any form without prior written permission from Poonam Investment.