Investment advisory disclosure

Annexure A - Investor Charter

Policy -Grievance Redressal and Dispute Resolution

Mercer India offers investment services to its clients through Mercer Wealth (India) Private Limited, a wholly owned subsidiary. 

Investment Advisory (IA) services are provided by a specific division of Mercer (’ IA Division’), which is a Separately Identifiable Division/Department (SIDD) and maintains an arm’s length relationship with other divisions of Mercer.

The IA Division does not receive any consideration for the advice rendered, by way of remuneration or compensation or in any other form, whatsoever, from any person other than the client being advised in respect of the underlying products or securities for which advice is provided to the client.

• Complete name of Investment Adviser as registered with SEBI: Mercer Wealth (India) Private Limited
• Type of Registration: Non-Individual
• Registration number: INA200000571
• Validity of registration: No end-date specified
• BASL Membership ID: 1307
• CIN No: U93000KA2002PTC187682

By accessing this website, and/ or using the material/ information displayed on or via the website, the user agrees to have read, understood, and become legally bound by the terms of the following disclaimer. The user also agrees that they have the capacity to be legally bound by the stated terms, and if they are acting on behalf of any entity, they hold the authority to bind such entity too. The user also agrees that Mercer can modify or alter these terms without any liability.

The materials displayed on the website are solely for general informational purposes. Nothing contained in this website should be construed as investment advice or a personal recommendation to buy/sell/hold any investment products. Mercer makes no representation or guarantee or warranty (expressed or implied) to any investor on the advisability of investing in any investment product or its future performance. Further, the transaction data and other information may be obtained from a third-party feed, and Mercer is not responsible for verifying the accuracy of the same.

While reasonable precautions have been taken in compiling the material/ information displayed on the website, Mercer does not warrant (whether expressed or implied) its quality or guarantee its accuracy, suitability, adequacy, or completeness. Mercer takes no responsibility or liability for any errors or omissions in the said material/information, or for any consequence that ensues from its usage. Mercer specifically states that Mercer cannot be held liable for any damages (monetary, legal, or otherwise) caused by any error, omission, interruption, deletion, defect, failure and that, Mercer has no financial liability whatsoever to any user on account of the usage of such information. Accordingly, users will be using the site content at their own risks and Mercer recommends them to conduct their own independent verification of the same. 

Please also note that the information on this website may be altered, modified, or updated at any time without prior notice. Mercer reserves the right to make changes to the site. While Mercer attempts to display accurate and up-to-date information, Mercer owes no particular duty to timely update the site. Mercer is also not responsible for the user’s ability or inability to use this site. Mercer holds the discretion to prohibit or restrict the user’s access to the site without prior notice.

Investments in securities are subject to market and other risks. The value of any investment may rise and/or fall as a result of market changes and this site is not intended to predict actual performance and/or success of any scheme, or other investment product and no assurances are given with respect thereto. Past performance is not indicative of future returns.

Mercer advises users to make informed investment decisions by reading the Offer Document/ Prospectus/ Memorandum/ Terms of any such Products/ Services. Please read the data and risk factors of various mutual fund schemes available in the Scheme Information Document (SID), Statement of Additional Information (SAI), Key Information Memorandum (KIM), and any other document or information relevant to the investment product. Please also read the Disclosure Document for PMS and the Private Placement Memorandum for AIF before investing.

This website may present indicative summaries, analyses, and information relating to any investment products. Unless stated otherwise, all analysis, expense ratios, returns, NAVs, etc. are historical and for illustration purposes only, and are subject to change. This website does not purport to disclose all risks and other significant issues relating to the investment products offered. While due precaution has been taken in the compilation of the data and the contents herein, no representation is made as to the reasonableness of the assumptions made within or the accuracy or completeness of any data on past-performance of schemes or historical analysis and any other analysis of any investment products.

Mercer does not provide any investment advisory services, for securities and/ or investment products either directly or through their group entities to any distribution client. Mercer endeavors to offer only such Mutual Funds, PMS and AIF products which are suitable to the investor’s interests, risk profile, and financial needs, as allowed under the AMFI Guidelines (as applicable for Mutual Funds), and the SEBI Regulations and the circulars/ guidelines issued thereunder. However, Mercer does not make any representations, guarantees, or warranties (express or implied) of any investment product and does not assume any responsibility for, and shall not be liable for any losses or damages of any kind resulting from investment in any investment product arising due to market loss of the investment product.

Mercer considers themselves and intend to be subject to the exclusive jurisdiction of the courts of Bangalore in India in all disputes arising out of or relating to the use of this website or service. The website is not registered under any jurisdiction. If it is being used from a jurisdiction other than India, the user is responsible for compliance with the applicable laws and Mercer disclaims any liability in relation to it.

If the user does not agree with any of Mercer’s disclaimers above, or the terms and conditions provided on the website, please do not access the material on the website and immediately exit from the website. 

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Data for the month ending - March - 2025

For any grievance, please write to: #indialife-grievances@mercer.com  or www.scores.gov.in

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 for last and current financial year are as under: