Financial Services Disclaimer

What Invo Wealth is

Invo Wealth is a technology platform that helps you aggregate, view and understand your existing investments — mutual funds, direct equity, fixed deposits and insurance — in one place, and that can help you initiate certain mutual fund transactions where enabled.

What Invo Wealth is not

• We do not guarantee returns, profits or risk-free investing of any kind
• We do not hold your money or securities — investments remain in your own name/demat/folio
• Regulated activities (where applicable) are carried out through the applicable authorised/regulated entity or infrastructure, not by Invo Wealth acting as a registered intermediary, unless separately and explicitly confirmed
• We are not a bank, broker, insurer or insurance intermediary

Investments are subject to market risk

Mutual fund investments, equity and other market-linked instruments are subject to market risk. Please read all scheme/product-related documents carefully before investing. Past performance is not indicative of future performance. Portfolio analytics shown on the Platform are informational and based on data that may be delayed, incomplete or contain errors — see Investment Risk Disclosure.

Your decision

You are responsible for independently evaluating any investment decision, and should consult a qualified, registered financial/investment adviser before making one, if you need personalised advice.