Mandatory Disclosures

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Registration & Business Details

Name of Investment Adviser: Sachin Mahesh Walawalkar

Type of Registration: Individual SEBI Registered Investment Adviser

BASL Membership ID: Applicable BASL ID

Principal Officer: Sachin Mahesh Walawalkar

Certifications: CFP® (Certified Financial Planner), NiSM Series X-A & X-B

SEBI Regional Office: SEBI Bhavan, Plot No. C4-A, 'G' Block, Bandra Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra.

Risk Disclosure Statement

Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. The Investment Adviser provides advice strictly based on client risk profiling and suitability assessment, but does not guarantee any assured returns or capital protection.

Conflict of Interest & Fee Policy

1. Fee-Only Model: The Investment Adviser operates strictly on a fee-only basis and receives no distribution income, commissions, or referral fees from product issuers or asset management companies.

2. No Execution Services: The adviser does not hold client funds or securities and does not offer execution or trading services directly.

Beware of Imposters

We do not call or solicit any business from investors. We are not present on any platform, nor do we offer any trading applications. Sachin Mahesh Walawalkar and his employees are not responsible for any damages arising from use of or reliance on any information from unofficial communication channel. Any first contact other than from the email address mentioned in the contact page is to be treated as fake and maybe a case of impersonation.

Disclaimer

Registration granted by the Securities and Exchange Board of India (SEBI) and certification from NISM does not guarantee the performance of the intermediary or provide any assurance of returns to investors.