KayGee Finserv is engaged in the distribution of financial products in India. We help clients explore financial products such as Mutual Funds and other financial solutions.

We are distributors of financial products and are not investment advisers as per applicable SEBI guidelines.

A Mutual Fund collects money from multiple investors and invests it according to the objective of the particular scheme.

Depending on the scheme, investments may include equities, debt securities or other permitted assets.

No. Mutual Fund schemes do not assure or guarantee returns. The value of investments can rise or fall depending on market conditions and other factors.

Investors should read all scheme related documents carefully before investing.

SIP stands for Systematic Investment Plan. It allows an investor to invest a selected amount periodically in a Mutual Fund scheme.

SIPs can help investors follow a disciplined and consistent investment approach over time.

SIP modification, pause or cancellation is generally subject to the terms, procedures and timelines applicable to the concerned Mutual Fund scheme and platform.

You may contact us for assistance in understanding the applicable process.

KYC means Know Your Customer. It is an identification and verification process required under applicable regulatory requirements before accessing certain financial products.

You can access available KYC forms, including individual and non-individual forms, through the KayGee Finserv KYC page.

A Regular Plan is distributed through a Mutual Fund distributor and includes distributor commission within the applicable expense structure.

Direct Plans are purchased directly without distributor involvement and generally have a lower expense ratio.

KayGee Finserv deals in Regular Plans only and may earn a trailing commission on client investments. We do not earn commission on Direct Plans and therefore do not deal in Direct Plans.

KayGee Finserv may earn distributor commission on investments made through Regular Plans of Mutual Fund schemes.

Applicable commission disclosures are made to clients in accordance with applicable requirements.

The calculators available on the website are designed for illustration and general understanding.

Calculator results depend on the assumptions and inputs entered and should not be treated as guaranteed or assured future returns.

If you have a concern or grievance, you can refer to our grievance redressal information or contact KayGee Finserv directly for assistance.

No. Past performance of a Mutual Fund scheme may or may not be sustained in the future.

Historical performance should not be interpreted as a guarantee or assurance of future results.

Important information such as the Disclaimer, Disclosure, Privacy Policy, Code of Conduct and regulatory resources is available through KayGee Finserv's website.