⚖️ Regulatory Disclosures

Regulatory Disclosures

GullakX Wealth Pvt Ltd is an AMFI Registered Mutual Fund Distributor (ARN-161965). The following disclosures are published in accordance with applicable AMFI guidelines and SEBI regulations for mutual fund distributors.

Last Updated: June 2025

1. Registration Details

Company Name
GullakX Wealth Pvt Ltd
AMFI ARN
ARN-161965
Registration Type
AMFI Registered Mutual Fund Distributor
Registered Address
Mumbai, Maharashtra — 400001
Type of Entity
Non-Individual
Regulatory Authority
Association of Mutual Funds in India (AMFI)

GullakX Wealth Pvt Ltd is registered with the Association of Mutual Funds in India (AMFI) as a Mutual Fund Distributor under ARN ARN-161965. GullakX is not registered as a SEBI Investment Adviser and does not provide personalised investment advisory services.

2. Disclaimer

⚠️ Important Notice

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.

The information, views, and opinions expressed on this platform are for educational purposes only and shall not be construed as investment advice, solicitation to invest, or recommendation to buy or sell any securities. GullakX Wealth Pvt Ltd is not responsible for any investment decision made by the user based on the information/tools available on this platform.

GullakX distributes mutual fund products as an AMFI Registered Mutual Fund Distributor (ARN-161965). Mutual fund distribution is subject to SEBI (Mutual Funds) Regulations, 1996 and AMFI guidelines. Users are advised to consult their own SEBI-registered investment advisers for personalised investment recommendations before making investment decisions.

All financial tools on this platform (Financial Health Check™, Behaviour Score, calculators) are educational in nature and do not constitute investment advice.

3. Grievance Redressal

In case of any grievance or complaint related to mutual fund distribution, clients may contact our Grievance Redressal Officer:

Name: Grievance Officer, GullakX
Email: grievance@gullakx.com
Response Time: Within 7 business days
Escalation Time: Within 30 days if unresolved

If your grievance is not resolved satisfactorily within 30 days, you may escalate through the following channels:

SEBI SCORES Portal →AMFI Investor Portal →Smart ODR (Dispute Resolution) →

4. Fee Disclosures

GullakX discloses the following regarding fees charged to users:

FREE
Financial Health Check™
No charge. No account required. Open access for all users.
FREE
Family Freedom Score™
No charge. Interactive calculator available to all visitors.
FREE
Financial Calculators
All calculators (SIP, EMI, Retirement, FIRE, Education, etc.) are free.
Trail Commission
Mutual Fund Distribution
GullakX earns AMFI-regulated trail commissions from mutual fund AMCs on regular plan investments. Direct plans are not offered. Full disclosure at point of investment.

5. Conflict of Interest

As an AMFI Registered Mutual Fund Distributor, GullakX Wealth Pvt Ltd discloses the following potential and actual conflicts of interest:

5.1 Trail Commission Disclosure

GullakX earns trail commissions from AMCs on regular plan mutual fund investments made through the platform. This commission is paid by the AMC, not by the investor, and is already reflected in the expense ratio of the regular plan. Full commission details are disclosed at the point of investment.

5.2 Product Independence

Our Behaviour Score methodology, habit tools, and financial health assessment tools are designed to be product-agnostic. These tools do not favour any particular AMC or fund house. Educational content on the platform is not linked to any investment product.

5.3 No Cross-Selling Obligation

GullakX does not impose any purchase obligation in exchange for access to free tools. Users may use the Financial Health Check, Behaviour Score, and calculators without making any investment.

5.4 Related Party Transactions

Any material related-party transactions that could create a conflict of interest will be disclosed to clients prior to any investment transaction.

6. Privacy and Data Protection

GullakX processes personal and financial data in accordance with India's Digital Personal Data Protection Act, 2023 (DPDP Act) and applicable AMFI/SEBI guidelines on data privacy. Financial assessment data entered on this platform (Financial Health Check, Behaviour Score) is not stored or shared with third parties without explicit user consent. Please refer to our Privacy Policy for complete details.

7. Contact Information

General Enquiries
aman.gupta@gullakx.com
Investor Grievances
grievance@gullakx.com
Registered Address
Mumbai, Maharashtra — 400001
AMFI Registration
ARN-161965