AMFI REGISTERED MUTUAL FUND DISTRIBUTOR
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What do we do? - Assist clients in structuring a long-term strategic portfolio across various financial asset classes
- Work together with clients to achieve personal financial milestones and business goals
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How do we do? - Determining your Current financial Situation
- Establish Investment Goals
- Determine Asset Allocation
- Select Investment Options
- Monitor, Measure & Rebalance
How do we do? - Determining your Current financial Situation
- Establish Investment Goals
- Determine Asset Allocation
- Select Investment Options
- Monitor, Measure & Rebalance
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Why choose us? - At Iwatermark, we strive to thoroughly understand our client’s needs, objectives, financial goals and risk appetite to structure a dynamic investment portfolio
- Our extensive experience in wealth management and client-centric approach enables us to provide comprehensive solutions for wealth creation
- We offer an ideal platform for investing in Mutual funds, Specialised Investment Funds (SIFs), Portfolio management services (PMS), Alternative Investment Funds (AIFs), Bonds, Corporate FDs, Structured notes, and other financial instruments
| Registration Number | Date of Initial Registration | Current Validity |
|---|---|---|
| AMFI Registration No - 180975 | 16.June.2021 | 15.June.2027 |
| APMI (PMS) - APRN01116 | 20.Sep.2022 | 19.Sep.2028 |
| Specialized Investment Fund (SIF) | 20.Nov.2025 | 09.Nov.2028 |
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.
