Welcome to Omkaara Wealth, your trusted partner in wealth creation. We believe in transparency and keeping our investors informed about the risks associated with mutual fund investments. Before you proceed with investing, it’s crucial to understand and acknowledge the potential risks involved.

General Investment Risks

Market Risks

Mutual fund investments are subject to market risks. The value of units may fluctuate based on market conditions, economic factors, and other external influences. Past performance is not indicative of future results.

Interest Rate Risks

Changes in interest rates can impact the performance of debt-oriented mutual funds. Investors should be aware that interest rate movements can affect the NAV (Net Asset Value) of such funds.

Credit Risks

Investing in debt securities exposes investors to credit risks. The creditworthiness of issuers may impact the value of debt instruments held by the mutual fund.

Specific Fund Risks

Equity Funds

• Market Volatility: Equity funds are influenced by market fluctuations, impacting the value of the portfolio.
• Sectoral Risks: Funds focused on specific sectors are exposed to risks associated with those sectors.

Debt Funds

• Interest Rate Movements: Debt funds are sensitive to changes in interest rates, affecting the value of fixed-income securities.
• Credit Quality: Investments in lower-rated securities may pose higher credit risks.

Hybrid Funds

• Equity and Debt Risks: Hybrid funds combine equity and debt instruments, exposing investors to the risks associated with both asset classes.

Investor Considerations

• Risk Tolerance: Assess your risk tolerance level before making investment decisions.
• Diversification: Diversifying across different asset classes can help mitigate specific risks.
• Investment Horizon: Consider your investment horizon and financial goals before investing.

For any clarification or assistance, please get in touch with us at info@omkaarawealth.com