Terms of Use

Using this website

These terms apply to your use of the Greenbar Wealth website and to enquiries you send through it. If you do not agree with them, please do not use the site. Mutual fund transactions, once started, also follow the scheme documents and the terms of the fund house and of Kotak Securities, of whom we are a sub-distributor.

Our role

Greenbar Wealth is an AMFI-registered mutual fund distributor in Ahmedabad, founded by Raj Thakkar. We help clients with goal-based planning, SIPs, lump-sum investing, portfolio reviews, insurance planning and investor education. We distribute mutual fund schemes. We are not describing ourselves here as a SEBI-registered investment adviser.

No guaranteed returns

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

We don't chase trends or promise returns. Past performance, illustrations and examples on this site are not a forecast. Words such as guaranteed, assured or risk-free do not apply to mutual fund investments, and they should not be read into any page here.

Our Business & Revenue Model

Greenbar Wealth provides investment distribution and financial solutions designed to help clients make informed investment decisions. We work with leading financial product providers and earn trail-based commissions on eligible products. Our revenue model is designed to maintain transparency and long-term alignment with our clients’ financial goals.

Educational content

Articles, service pages and answers on this site are general education. They are not a personal recommendation, and they are not tax or legal advice. Tax rules change and depend on your own facts. Please confirm a filing position with a qualified chartered accountant.

Enquiries

When you submit the contact form you confirm that the details are yours and that we may phone or email you about that enquiry. Please do not send account passwords or one-time passwords.

Intellectual property

The text, layout and marks on this site belong to Greenbar Wealth unless a fund house or other owner is credited. You may read and share a link. Please do not copy the pages onto another site or use our name to suggest a partnership we have not agreed.

Liability

We take care with what we publish, and markets, scheme rules and tax law can change after a page is written. Greenbar Wealth is not liable for a decision taken solely from website text without a conversation about your own goals, or for a loss that comes from market movement in a mutual fund scheme. Nothing here limits liability that Indian law does not allow us to limit.

Governing law

These terms are governed by the laws of India. Courts at Ahmedabad, Gujarat have jurisdiction, subject to any right you have under consumer or other law that cannot be waived.

Contact

Greenbar Wealth, 1217 Swati Clover, Shilaj Circle, Ahmedabad. Phone: +91 97120 58438. Email:  raj@greenbarwealth.com.