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The website persfinanceplanning is owned by Mr. Nitin Wali (ARN–244802, APRN07002), a registered AMFI Mutual Fund Distributor and a registered Distributor for Portfolio Management Services (PMS).
As a distributor, the role is limited to facilitating access to mutual funds and PMS providers registered with SEBI and recommending suitable product options based on the investor’s profile. This platform does not provide investment advisory services under SEBI (Investment Advisers) Regulations, nor does it act as a Portfolio Manager. All information, tools, and calculations shared here are for educational purposes only. No fees are charged to investors for using this website. The distributor may receive commissions from AMCs or PMS providers for distribution-related activities.
Mutual fund and PMS investments are subject to market risks. Past performance does not guarantee future results. No assurance is given regarding investment returns or the achievement of financial objectives.
