UPPSCALLE

UPPSCALLE INVESTMENTS

Your trusted partner for holistic financial growth and wealth management.

Contact Info

[email protected]
+91 9825184365
538, ISKON EMPORIO, NEAR STAR BAZAAR, JODHPUR CROSS ROAD, SATELITE, AHMEDABAD-380015
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Statutory Disclosures & Policies

In accordance with SEBI and AMFI regulatory guidelines, UPPSCALLE INVESTMENTS PVT LTD maintains 100% transparency. Please review all mandatory statutory disclosures, policies, and investor rights below.

Registered Details

Entity, PAN/GSTIN, registrations & grievance officer.

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Regulatory Registrations

AMFI Mutual Fund registration number and validity.

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Disclaimer

Risk factors and important disclaimers for investors.

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Commission Disclosure

Trail commission ranges across fund categories and AMCs.

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Investor Grievance Redressal

How to raise and escalate a complaint.

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Investor Charter

Rights and responsibilities of investors.

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Rights & Obligations

Rights and obligations of investors and distributor.

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Privacy Policy

How your personal data is collected and used.

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Terms & Conditions

Terms governing the use of this website.

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Fund Selection Policy

Our process for recommending mutual fund schemes.

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AMFI Code of Conduct

Code of conduct for mutual fund distributors.

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Our Empanelments

AMCs and partners we are empanelled with.

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Important Links

SEBI SCORES, SMART ODR, MF Central & more.

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SID / SAI / KIM

Scheme documents for all mutual fund schemes.

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AIF Disclosure

Alternative Investment Fund distribution disclosures.

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SIF Disclosure

Specialised Investment Fund distribution disclosures.

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AMFI Registered Mutual Fund Distributor (ARN: 182598)

Your Trusted Wealth Partner providing holistic, goal-based planning and mutual fund distribution services.

Company

Compliance

Registered Office

AHMEDABAD

538, ISKON EMPORIO, NEAR STAR BAZAAR, JODHPUR CROSS ROAD, SATELITE, AHMEDABAD-380015

UPPSCALLE INVESTMENTS PVT LTD
AMFI Registered Mutual Fund Distributor
AMFI Registered Mutual Fund Distributor (182598)
AMFI Registered SIF Distributor (NA)
APMI Registered PMS Distributor (NA)
IRDAI Licensed Insurance Intermediary (NA)

Risk Factors — Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the exit loads and other cost structure (TER) applicable at the time of making the investment decision. UPPSCALLE INVESTMENTS PVT LTD deals in Regular Plans only for Mutual Fund Schemes and earns a trailing commission on client investments. Disclosure of commission earnings is made to clients at the time of investments. Option of Direct Plan is available to investors offering lower expense ratio. We are not entitled to earn any commission on Direct Plans.

SIF / AIF Disclaimer — Investments in Specialised Investment Funds (SIF) or Alternative Investment Funds (AIF) are subject to market risks, including the possible loss of the principal amount invested. These funds are generally illiquid, entail higher risks than traditional mutual funds, and are intended for sophisticated investors only. Minimum investment in SIF: Rs. 10 Lakhs. Minimum investment in AIF: Rs. 1 Crore. Investors are strictly advised to read the Scheme Information Document (SID), Private Placement Memorandum (PPM), term sheet, and all associated risk disclosure documents carefully before investing. Past performance is not indicative of future returns.

Insurance Disclaimer — Insurance is the subject matter of solicitation. The information provided on this website is for general informational purposes only and does not constitute insurance advice. Please read the policy terms, conditions, sales brochure, and exclusions carefully before concluding a sale. UPPSCALLE INVESTMENTS PVT LTD acts as a corporate agent / distributor and does not underwrite risk or act as an insurer.

NPS Disclaimer — National Pension System (NPS) investments in equity (E) and corporate bond (C) asset classes are subject to market risks. The value of investments may fluctuate and there is no guarantee of returns. At least 40% of NPS corpus must be used to purchase an annuity at maturity. Tax benefits are subject to changes in applicable tax laws.

UPPSCALLE INVESTMENTS PVT LTD makes no warranties or representations, express or implied, on products offered through the platform of UPPSCALLE INVESTMENTS PVT LTD. We provide incidental distribution services only. For investment advice, please consult a SEBI-registered Investment Adviser. UPPSCALLE INVESTMENTS PVT LTD accepts no liability for any damages or losses, however caused, in connection with the use of, or reliance on, its products or related services. Investments in securities markets are subject to market risks — read all related documents carefully before investing.
UPPSCALLE INVESTMENTS PVT LTD operates in compliance with SEBI, AMFI, APMI, IRDAI regulations. © 2026 UPPSCALLE INVESTMENTS PVT LTD — All Rights Reserved.

© 2026 UPPSCALLE INVESTMENTS PVT LTD. All Rights Reserved.
Disclaimer Privacy Policy Terms & Conditions Fund Selection Rights & Obligations SID/SAI/KIM Empanelments Factsheet Stress Test SEBI SCORES SMART ODR