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Your Investment Policy Statements
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Your IPS Documents
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Generated 13 Mar 2026
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IPS v2.1 (Draft)
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IPS v1.0
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IPS v1.1
Generated 28 Feb 2026
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An Investment Policy Statement (IPS) is a personalized document that outlines your financial goals, risk tolerance, time horizon, and investment constraints.
It serves as the blueprint for how your portfolio should be managed, ensuring your investments stay aligned with your objectives. SEBI requires registered investment advisers to maintain an IPS for each client.
Your IPS is generated by MIA based on your BYLD Score assessment and is updated whenever your profile changes significantly.
SEBI Regulatory Disclosure
As per SEBI (Investment Advisers) Regulations, 2013, registered investment advisers must maintain an Investment Policy Statement for each client. This document outlines your investment objectives, risk tolerance, constraints, and asset allocation strategy. BYLD Wealth Technologies Pvt. Ltd. is a SEBI Registered Investment Adviser. SEBI Registration No: INA000014252.
Grievance Redressal Officer: Mr. [GRO Name], Email: grievance@byldwealth.in | SEBI SCORES: scores.gov.in
As per SEBI (Investment Advisers) Regulations, 2013, registered investment advisers must maintain an Investment Policy Statement for each client. This document outlines your investment objectives, risk tolerance, constraints, and asset allocation strategy. BYLD Wealth Technologies Pvt. Ltd. is a SEBI Registered Investment Adviser. SEBI Registration No: INA000014252.
Grievance Redressal Officer: Mr. [GRO Name], Email: grievance@byldwealth.in | SEBI SCORES: scores.gov.in
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.