Please read the following information carefully. It governs your relationship with us and sets clear boundaries regarding our services and your responsibilities.
Lasting relationships need clear boundaries
MoneyIQ is a brand name under which Udayan Adhye and Yashashri Sunil provide wealth management, mutual fund distribution, and insurance services. MoneyIQ is not a registered company or separate legal entity. All regulatory licenses and registrations mentioned herein are held personally by Udayan Adhye and Yashashri Sunil in their individual capacities.
Mutual fund investments are subject to market risks. Please read the scheme information document and key information memorandum carefully before investing. Past performance is not indicative of future returns. Udayan Adhye and Yashashri Sunil are mutual fund distributors registered with AMFI (ARN: 170252). No guarantee or assurance of returns on investments is provided.
Insurance is the subject matter of solicitation. Udayan Adhye and Yashashri Sunil are licensed insurance agents registered with IRDAI. Please read the policy terms and conditions carefully before concluding the sale. The purchase of insurance is voluntary.
The information provided through MoneyIQ is general and educational. It is not a personalised investment recommendation, tax opinion, or legal opinion. Mutual fund-related conversations and transactions are undertaken in the capacity of a mutual fund distributor. Please consult appropriately qualified professionals for input specific to your circumstances.
We do not provide tax or legal services in any jurisdiction. Taxation, compliance, and filing for NRI clients is handled through our network of chartered accountant partners who specialise in international and India-based investing from overseas. Clients are responsible for ensuring compliance with the laws of their country of residence. We are not liable for any tax consequences arising from investment decisions.
Investments through GIFT City IFSC are subject to the regulations of the International Financial Services Centres Authority (IFSCA). The tax treatment of GIFT City investments may vary based on the investor's country of residence and is subject to change. Clients should consult their tax professionals for input specific to their circumstances.
No specific investment outcomes are guaranteed. All investments carry risk, including the possible loss of principal. Historical returns, model portfolios, and macro analysis are for illustrative purposes only and do not predict future performance.