PMS DISCLAIMER (Portfolio Management Services)

Portfolio Management Services (PMS) – Important Disclosures

Portfolio Management Services are investment solutions offered by SEBI-registered portfolio managers and are intended for investors seeking customized portfolio strategies.

Nature of PMS

• PMS involves direct ownership of securities in the investor’s name
• Portfolios are actively managed based on defined strategies
• Minimum investment thresholds apply (as prescribed by applicable regulations)

Platform Role

Numbers Wealth:

• May facilitate access to PMS providers
• May provide information, comparisons, or curated insights

However:

• We do not manage PMS portfolios
• We do not act as the portfolio manager
• We do not guarantee performance or suitability

Risk Factors

Investments in PMS carry risks including:

• Market volatility and drawdowns
• Concentrated portfolio exposure
• Strategy-specific risks
• Timing and execution risks

Portfolio value may fluctuate significantly.

Performance Disclaimer

• Past performance is not indicative of future results
• Any performance data shown is historical and illustrative

Investor Responsibility

You agree that:

• You have understood the PMS strategy and risks
• You will review official documents (such as Disclosure Documents)
• You will make decisions independently or with your advisor

Third-Party Relationship

Your PMS investment relationship is directly with the SEBI-registered PMS provider.

Voluntary Participation

Accessing PMS information or services is voluntary.
If you do not agree with the terms, you may choose not to proceed.