Any distribution, use, reproduction, or circulation of this information, in whole or in part, without the prior written permission of FirstCapital is unauthorised and strictly prohibited. This material is intended solely for personal consumption by the recipient and must not be redistributed.

The prices, values, income, and appreciation of the securities mentioned herein are based on publicly available information or the latest information available to FirstCapital and are subject to change. While FirstCapital makes every effort to rely on credible and comprehensive information sources, it makes no representations or warranties, express or implied, and assumes no responsibility or liability for the accuracy, completeness, or usefulness of any information contained herein.

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The information contained in this document is intended solely to provide general guidance on matters of interest for the personal use of the reader, who accepts full responsibility for its use. Investments in securities markets are subject to market risks. Please read all related documents carefully before investing. Past performance is not indicative of future results. Recipients should independently assess all investment risks before making any investment decisions.

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Any forward-looking statements are subject to various risks, uncertainties, and assumptions that may cause actual outcomes to differ materially from those expressed or implied. For prospective clients, any information provided is for discussion purposes only, based on general market trends, and shall not be construed as investment advice or a solicitation.

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Certain investment vehicles may carry lock-in periods, which may result in liquidity risk. Portfolios may be exposed to concentration risk due to overweight positions in specific securities, sectors, instruments, strategies, fund managers, or investment styles. A shorter investment horizon or a mismatch between the investor’s time horizon and portfolio construction may result in sub-optimal outcomes or liquidity and price risks. Certain strategies may experience prolonged periods of underperformance due to market-related or fund-specific factors.

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Securities listed on stock exchanges may experience daily price fluctuations, leading to portfolio volatility. During extreme market conditions, some securities may become illiquid, resulting in liquidity risk even in open-ended vehicles. Such risks may be amplified in Portfolio Management Services (PMS) compared to pooled investment vehicles such as Mutual Funds (MFs) and Alternative Investment Funds (AIFs).

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Fixed-income portfolios may carry credit risk arising from an issuer’s inability to meet repayment obligations, potentially resulting in loss of principal or yield. Interest rate movements may adversely impact prices, particularly in rising interest rate environments. Certain instruments may also become illiquid during market-wide stress or issuer-specific events, increasing liquidity risk.

Any securities referenced herein are provided for illustration purposes only and are not recommendatory. Registration granted by the Securities and Exchange Board of India (SEBI), enlistment with an exchange, or certification from NISM does not guarantee performance or assure returns to investors or clients.

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FirstCapital, its directors, employees, and agents shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of, reliance upon, or inability to use the information contained herein. This document is intended solely as a general information source and shall not be construed as a recommendation, offer, or solicitation.

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Neither FirstCapital nor any of its affiliates has undertaken any regulatory, legal, tax, or accounting analysis regarding the suitability of any securities. Recipients are advised to consult their own professional legal, tax, and accounting advisors before acting on the information provided.

 

Regulatory & Investor Disclosures

 

SEBI Registration Number: [Insert FirstCapital SEBI Registration Number]
(Registration does not guarantee performance or assurance of returns)

Principal Officer:
Ms. Sunita Rathi 
📧 Email: investment@firstcapital.in
📞 Contact No.: +91.22.4006 9191

Compliance & Grievance Officer:
Mr. Viraj Vadoliya
📧 Email: viraj.vadoliya@firstcapital.in
📧 Investor Grievance Email: investments@firstcapital.in

 

If you are not satisfied with the resolution provided, you may lodge your complaint online through SEBI SCORES at http://scores.gov.in or access the ODR Portal at https://smartodr.in/

 

Address

Principal Place of Business & Correspondence Address:
Ackruti Star, 117, Level One, Central Road, MIDC< Andheri East, Mumbai - 400093.

📞 Contact No.: +91.22.4006 9191