Disclosures
General Disclaimer
Capitalis Wealth Management ("Capitalis") is a registered investment advisor. Information presented on this website is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Risk Disclosure
Investing in financial markets involves a high degree of risk, and there is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Mutual Fund Risk Factors
Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes.
Commission Disclosure
We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
No Tax or Legal Advice
Capitalis Wealth Management does not provide legal or tax advice. Any discussion of tax or legal matters on this website is for illustrative purposes only and should not be relied upon as professional advice. Clients should consult with their own independent legal and tax advisors regarding their specific situations.
External Links
This website may contain links to other third-party websites. Capitalis does not control, endorse, or accept responsibility for the content, privacy policies, or security of these external sites.
Registration Information
Capitalis Wealth Management is registered with the relevant financial regulatory authorities. Registration does not imply a certain level of skill or training. Form ADV Part 2A (Brochure) describing our services and fees is available upon request.
Last Updated: January 17, 2026