Regulatory Disclosure

This website (“Site”) is presented to you by SANGUINE WEALTH ADVISORS LLP. SANGUINE WEALTH ADVISORS LLP provides both advisory services and execution / distribution services however through distinct identifiable divisions.

The client is under no obligation to avail either or both advisory services and execution/distribution services from SANGUINE WEALTH ADVISORS LLP.

Registration granted by SEBI, membership of BASL  and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of return to investors. “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”

SANGUINE WEALTH ADVISORS LLP may also get marketing expense reimbursements from various product manufacturers. Reimbursements may not be attributed to any particular scheme, solution, and product being offered by such providers.

Regulatory Disclosure

Scheme Type Trail Commission – 1st Year per annum Trail Commission -2nd Year onwards, per annum
Liquid & Floating Schemes 0.05% – 0.10% 0.05% – 0.10%
Ultra Short Term Schemes 0.05% – 0.10% 0.05% – 0.10%
Short Term Schemes 0.10% – 0.60% 0.10% – 0.55%
Income Schemes 0.25% – 1.50% 0.25% – 1.50%
Gilt Schemes 0.20% – 0.75% 0.20% – 0.75%
Monthly Income Plan 0% – 1.00% 0% – 1.00%
Hybrid Schemes 0% – 1.00% 0% – 1.00%
Arbitrage Funds 0% – 0.70% 0% – 0.70%
Fund of Funds 0% – 1.00% 0% – 1.00%
ELSS 0.25% – 1.25% 0.25% – 1.25%
Index Fund 0.40% – 0.75% 0.40% – 0.75%
Equity & Balanced 0.50% -1.30% 0.50% -1.30%
Fixed Maturity Plans 0.05% – 0.50% 0.05% – 0.50%
Insurance Plans Not Applicable Not Applicable
Bonds / FDs 0% – 0.03% 0% – 0.03%
Equities Not Applicable Not Applicable
AIF 1 – 1.5% 1 – 1.5%

Disclosure with respect to compliance with Annual compliance audit requirement under Regulation 19(3) of SECURITIES AND EXCHANGE BOARD OF INDIA (INVESTMENT ADVISERS) REGULATIONS, 2013 are as under :-

Financial Year Compliance Audit Status Remark, If Any
FY 2023- 2024 Conducted NIL
FY 2022- 2023 Conducted NIL
FY 2021- 2022 Conducted NIL
FY 2020-2021 Conducted NIL
FY 2019-2020 Conducted NIL
FY 2018-2019 Conducted NIL
5th Feb 2018 to 31st March 2018 Conducted NIL

Holding details of Amar Tekwani – Principal Officer / Investments Advisor as on date 31st March 2025

Entity name Category Fund Name
Amar Tekwani Arbitrage HDFC Arbitrage Wholesale Fund
Amar Tekwani Arbitrage TATA Arbitrage fund
Amar Tekwani Arbitrage SBI arbitrage Fund
Amar Tekwani Debt mutual Fund Motila Oswal Liquid Fund
Amar Tekwani Debt mutual Fund TATA Liquid Fund
Amar Tekwani Debt mutual Fund HDFC Liquid Fund
Amar Tekwani Debt mutual Fund Axis Liquid Fund
Amar Tekwani Debt mutual Fund Franklin India Short Term Income Plan 
Amar Tekwani Debt ETF ICICI Prudential 10 year G Sec ETF
Amar Tekwani Direct Stocks ICICI BANK Limited
Amar Tekwani Direct Stocks HDFC BANK LTD
Amar Tekwani Direct Stocks NIPPON INDIA ETF NIFTY 1D RATE LIQUID BEES
Amar Tekwani Direct Stocks NESTLE LTD
Amar Tekwani Direct Stocks Bajaj Finance
Amar Tekwani Direct Stocks State Bank of India
Amar Tekwani Direct Stocks LARSEN & TOUBRO LTD.
Amar Tekwani Direct Stocks EICHER MOTORS LTD.
Amar Tekwani Direct Stocks Axis Bank Limited
Amar Tekwani Direct Stocks Abbott India Limited
Amar Tekwani Direct Stocks KOTAK BANK
Amar Tekwani Direct Stocks Pidilite  Limited
Amar Tekwani Direct Stocks CRISIL
Amar Tekwani Direct Stocks INDIAN ENERGY EXCHANGE LTD
Amar Tekwani Direct Stocks HCL Tech
Amar Tekwani Direct Stocks Marico
Amar Tekwani Direct Stocks L&T TECHNOLOGY SERVICES LTD
Amar Tekwani Direct Stocks Intellect Design Arena
Amar Tekwani Direct Stocks ALKEM LABORATORIES LTD
Amar Tekwani Direct Stocks MAHARASH SEA
Amar Tekwani Direct Stocks TCS
Amar Tekwani Direct Stocks CONCOR
Amar Tekwani Direct Stocks ZYDUS LIFESCIENCES LIMITED
Amar Tekwani Direct Stocks Adani Ports limited
Amar Tekwani Direct Stocks SBI-ETF Nifty 50
Amar Tekwani Direct Stocks Linde India Limited
Amar Tekwani Direct Stocks Reliance ETF Gold BeES
Amar Tekwani Direct Stocks TATA MOTORS
Amar Tekwani Direct Stocks Kajaria ceramics
Amar Tekwani Direct Stocks INDRA GAS
Amar Tekwani Direct Stocks VINATI ORGAN(BSE INDONEXT)
Amar Tekwani Direct Stocks RELIANCE INDUS LTD
Amar Tekwani Direct Stocks KAYNES TECHNOLOGY IND LTD
Amar Tekwani Direct Stocks MUTHOOT FIN LTD
Amar Tekwani Direct Stocks JK Cement limited
Amar Tekwani Direct Stocks BAJAJ FINSE
Amar Tekwani Direct Stocks ZEE ENTER
Amar Tekwani Direct Stocks RPSG Ventures Limited
Amar Tekwani Direct Stocks SUN PHARMACEUTICALS LTD.
Amar Tekwani Direct Stocks METROPOLIS HEALTHCARE LTD
Amar Tekwani Direct Stocks Sequent Scientific
Amar Tekwani Direct Stocks MARUTISUZUKI
Amar Tekwani Direct Stocks SUPREM IND
Amar Tekwani Direct Stocks Divis Lab
Amar Tekwani Direct Stocks COLGATE PALM
Amar Tekwani Direct Stocks J.B.CHEMICALS & PHARMACEUTICAL
Amar Tekwani Direct Stocks I T C LTD
Amar Tekwani Direct Stocks ACC LTD
Amar Tekwani Direct Stocks BATA INDI LTD
Amar Tekwani Direct Stocks Adani Power Limited
Amar Tekwani Direct Stocks Network 18 media and Investments
Amar Tekwani Direct Stocks AMBUJA CEMENT
Amar Tekwani Direct Stocks AVENUE SUPERMARTS LTD
Amar Tekwani Direct Stocks CITY UNION B
Amar Tekwani Direct Stocks HIND UNI LT
Amar Tekwani Direct Stocks Grindwell norton Limited
Amar Tekwani Direct Stocks SANOFI INDIA
Amar Tekwani Direct Stocks NIPPON IND ETF NIFTY IT
Amar Tekwani Direct Stocks TITAN IND.
Amar Tekwani Direct Stocks DABUR INDIA LTD.
Amar Tekwani Direct Stocks Mphasis Limited
Amar Tekwani Direct Stocks Jio Financial services limited
Amar Tekwani Direct Stocks CERA SANITARYWARE LTD.
Amar Tekwani Direct Stocks Sanofi Consumer Healthcare India Limited
Amar Tekwani Direct Stocks Gabriel India Limited
Amar Tekwani Direct Stocks Adani Enterprises Limited
Amar Tekwani Direct Stocks one 97 Communication
Amar Tekwani Direct Stocks PROCTER & GAMBLE HEALTH LTD
Amar Tekwani Direct Stocks Federal bank
Amar Tekwani Direct Stocks NIPPON INDIA MF – NIPPON INDIA SILVER ETF
Amar Tekwani Direct Stocks INDUSIND BANK LTD.
Amar Tekwani Direct Stocks DIAMINES & CHEMICALS LTD.
Amar Tekwani Direct Stocks CIPLA LTD.
Amar Tekwani Direct Stocks BIOCON LTD
Amar Tekwani Direct Stocks Tech mahindra Limited
Amar Tekwani Direct Stocks Life Insurance coporation of India Limited
Amar Tekwani Direct Stocks Nandini Creation Limited
Amar Tekwani Direct Stocks YES BANK
Amar Tekwani Direct Stocks RELIANCE CAPITAL LTD.
Amar Tekwani Equity Mutual Fund ICICI Prudential Bluechip Fund 
Amar Tekwani Equity Mutual Fund Nippon India Banking & Financial Services Fund
Amar Tekwani Equity Mutual Fund Parag Parikh Flexi Cap Fund 
Amar Tekwani Equity Mutual Fund Canara Robeco Emerging Equities 
Amar Tekwani Equity Mutual Fund Aditya Birla Sun Life Frontline Equity Fund Growth
Amar Tekwani Equity Mutual Fund HDFC Mid-Cap Opportunities Fund 
Amar Tekwani Equity Mutual Fund SBI Magnum Mid cap Fund
Amar Tekwani Equity Mutual Fund DSP Top 100 Equity Fund 
Amar Tekwani Equity Mutual Fund MOTILAL OSWAL NIFTY MICROCAP 250 IDX FUND
Amar Tekwani Equity Mutual Fund Nippon India Large Cap Fund 
Amar Tekwani Equity Mutual Fund TATA Small cap Fund
Amar Tekwani Equity Mutual Fund NIPPON INDIA NIFTY 50 VALUE 20 Inddex Fund
Amar Tekwani Equity Mutual Fund SBI Nifty Index Fund
Amar Tekwani Equity Mutual Fund MiraeAsset tax Saver Fund
Amar Tekwani Equity Mutual Fund HDFC Large and mid cap Fund
Amar Tekwani Equity Mutual Fund Nippon India Tax Saver (ELSS) Fund
Amar Tekwani Equity Mutual Fund Nippon India Tax Saver Fund (ELSS) Fund
Amar Tekwani Equity Mutual Fund TATA NIFTY MIDCAP 150 MOMENTUM 50 IDX FUND
Amar Tekwani Equity Mutual Fund HDFC Multi cap Fund
Amar Tekwani Equity Mutual Fund HDFC Nifty 200 Momnetum 30 Index Fund
Amar Tekwani Equity Mutual Fund MOTILAL OSWAL MIDCAP FUND

SEBI Saa₹thi 2.0 Mobile App

SEBI has recently launched its Saa₹thi 2.0 Mobile App on Personal Finance for Investors. The updated “Saa₹thi” app introduces a user-friendly interface with comprehensive tools aimed at simplifying complex financial concepts. It includes financial calculators, and has different modules that introduce and explain KYC procedures, mutual funds, ETFs, buying and selling shares on stock exchanges, investor grievances redressal mechanism, and the Online Dispute Resolution (ODR) platform. Additionally, the app features a range of videos designed to assist investors in their personal finance planning.