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Regulatory Disclosure Section

This website ("Site") is presented to you by KONGRUENT Wealth Management Services LLP. KWMS provides both advisory services and execution / distribution services however through distinct identifiable divisions. The Client is under no obligation to avail either or both advisory services and execution/distribution services from KWMS.

KWMS or any group member / affiliate may have an interest, relationship or arrangement that is material in relation to the services provided by KWMS and/or any financial product and/or any transaction and/or any issuer concerned. KWMS or any group member / affiliate may earn a commission/brokerage/referral fee when the client chooses to use the execution/distribution services of KWMS.

KWMS may also get marketing expense reimbursements from various product manufacturers. Reimbursements may not be attributed to any particular scheme, solution, and product being offered by such providers.

1) Disclosure of Trail Commission and Holding details of KWMS LLP & Partners – Please Click Here for Disclosure Document

2) Disclosure of Details regarding Annual Compliance Audit for SEBI Registered Investment Advisor – Please Click Here for Disclosure Document