Invest with Clarity. Grow with Discipline.

Market Risk: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Registration and Nature of Services: We provide mutual fund distribution and transaction/execution services and may provide incidental information or assistance in relation to mutual fund products. We are NOT a SEBI-registered Investment Adviser (RIA), Portfolio Manager or Research Analyst. Investors seeking comprehensive or personalized investment advice should consult a SEBI-registered Investment Adviser.

General Information Only: The information and content available on this website are provided solely for general informational and educational purposes. They do not constitute investment advice, Financial Planning, research report or a recommendation, offer or, solicitation to buy or sell any specific mutual fund scheme, security or financial product.

No Guarantee of Returns: The NAV of a Mutual Fund schemes may fluctuate based on market condition, interest rate, macroeconomic factors and underlying portfolio performance. Past performance is strictly for illustrative purposes and is not indicative of future results. Mutual Fund schemes do not assure or guarantee any returns or capital protection.

Dividends / Income Distribution: The declaration and pay-out of distributions under the IDCW (formerly known as Divided Option), are subject to the distributable surplus, fund manager discretion, and applicable regulation. Pay outs are not guaranteed and NAVs will drop to the extent of any distribution.

Costs and Charges: Investors and prospective investors should carefully review all applicable costs and charges before investing, including expense ratios, exit loads, transaction charges, taxes and other applicable expenses. Such costs may vary between schemes and may affect the overall returns from an investment.

Regular Plans: SB Investment deals exclusively in Regular Plans of Mutual Fund schemes. As a Mutual Fund Distributor, we earn trail commission from the respective Asset Management Company (AMCs) on investments routed through our ARN. Investors are informed that Direct Plans with lower TER are also available in the market and may be accessed independently directly through AMC portals or other platforms. Our detailed Commission Structure is available at www.sbinvestment.org

Suitability and Independent Evaluation: Investors should independently evaluate the suitability of any investment based on their financial objectives, investment horizon, risk appetite, financial circumstances and other relevant factors. Investors are advised to obtain appropriate professional advice regarding the legal, taxation, accounting and financial implications of any investment, wherever required.

Scheme Documents: Before investing, investors should carefully read the applicable Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM), addenda, risk factors and other applicable documents issued by the relevant Mutual Fund / Asset Management Company. In case of any discrepancy, the applicable official scheme documents and regulatory disclosures shall prevail over information presented on this website.

Third-Party Links: This website may contain links to third-party websites or resources for convenience and informational purposes. SB Investment does not control and is not responsible for the content, availability, accuracy or privacy practices of such third-party websites. Users should review the terms and privacy policies applicable to such third-party websites.

Website Information: While reasonable efforts may be made to ensure that the information published on this website is accurate and current, SB Investment does not warrant that the website or its content will always be complete, accurate, current, uninterrupted or error-free. Information may be changed or updated without prior notice.

Limitation of Liability: To the maximum extent permitted under applicable law, SB Investment shall not be responsible or liable for any loss, damage, cost or expense arising directly or indirectly from reliance on information available on this website, use of or inability to use the website, technical interruptions, system failures or other circumstances beyond its reasonable control. Nothing contained herein shall exclude or limit any liability that cannot lawfully be excluded or limited under applicable law.

Geographical Applicability: This website and its content are primarily intended for residents of India. Persons accessing this website from outside India are responsible for ensuring compliance with the laws and regulations applicable to them. Nothing on this website constitutes an offer or solicitation in any jurisdiction where such activity is prohibited or restricted.

Jurisdiction: Subject to applicable laws and regulations, any disputes arising in connection with this website or the services provided by SB Investment shall be subject to the jurisdiction of the competent courts at Surat, Gujarat.