Investment Advisory Disclosure

 

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

Bangalore

13th Upper Floor, East Wing, 

Raheja Towers, No. 26-27, M G Road

Bengaluru – 560001

Karnataka, India

Tel: +91 80 4185 7758 / 98448 96600

Mumbai

Tower 2, 12th Floor, One World Centre,

Jupiter Mills Compound, Senapati Bapat Marg,

Elphinstone Road, Mumbai, 400013

Tel: +91 22 43424500

National Capital Region (NCR)

Unit 1, Tower A, 7th Floor

DLF Infinity Towers, DLF Cyber City

Gurgaon – 122 002

Haryana, India

Tel: +91 124 417 5600

Contact details of the Principal Officer

Mr. Amit Gopal

Principal and India Business Leader – Investments

Email: amit.gopal@mercer.com

Tel: +91 80 4185 7700

Corresponding SEBI regional/local office address:

1st Floor, Indira Chambers,

8-2 622/5/A/1, Road No 10,

Avenue 4, Banjara Hills,

Hyderabad – 500 034

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. 

Investor Complaint Dashboard

 

Data for the month ending - April-2022

         

Sr. No:

Received From

Pending at the end of last month

Received

Resolved

Total Pending

Pending complaints > 3 months

Average Resolution time (in days)

 1

Directly from Investor

NIL

NIL

NIL

NIL

NIL

N.A.

 2

SEBI (SCORES)

NIL

NIL

NIL

NIL

NIL

N.A.

 3

Other Sources (if any)

NIL

NIL

NIL

NIL

NIL

N.A.

 

Grand Total

NIL

NIL

NIL

NIL

NIL

NIL

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

 

Trend of monthly disposal of complaints

Sr.No: Month Carried forward from previous month Received Resolved* Pending #
 1 April, 2022 NIL NIL NIL NIL
  Grand Total NIL NIL NIL NIL

 

Trend of annual disposal of complaints

     

Sr. No:

Year

Carried forward from previous year

Received

Resolved*

Pending #

 1

2021-2022

NIL

3

3

NIL

 2 2022-2023 NIL NIL NIL NIL

 

Grand Total

NIL

3

3

NIL

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