⚠️ Important — Please Read Before Proceeding
UPPSCALLE INVESTMENTS PVT LTD (182598) is a Mutual Fund Distributor (MFD) registered with AMFI. We are NOT a SEBI-registered Investment Adviser (RIA). We facilitate Mutual Fund transactions and distribute financial products. We do not provide personalised investment advice as defined under SEBI (Investment Advisers) Regulations 2013. For personalised investment advice, please consult a SEBI-registered Investment Adviser.
Disclaimer
This disclaimer governs the use of www.uppscalle.com and all services provided by UPPSCALLE INVESTMENTS PVT LTD
UPPSCALLE INVESTMENTS PVT LTD | 182598 | Initial Reg: [Initial Reg. Date] | Valid Until: [Validity Date]
📢 Standard Mutual Fund Disclaimer — Mandatory per SEBI / AMFI
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 or assurance that the investment objective of any scheme will be achieved. NAVs of units issued under any Mutual Fund scheme can go up or down depending upon the factors and forces affecting securities markets and may also be affected by changes in the general level of interest rates. The value of investments may fluctuate and investors may not get back the amount they invested.
1. Nature of Our Business
UPPSCALLE INVESTMENTS PVT LTD is an AMFI-registered Mutual Fund Distributor (182598) providing the following services:
- Facilitating purchase, redemption, switch, and SIP registration of Mutual Fund units on behalf of investors
- Distributing insurance products as an IRDAI-licensed intermediary
- Distributing Alternative Investment Funds (AIF) as a SEBI-registered AIF distributor
- Distributing Specialised Investment Funds (SIF) as an AMFI-registered SIF distributor
- Distributing National Pension System (NPS) as a PFRDA-registered Point of Presence (POP)
- Providing investor education content, financial calculators, and general financial information
What UPPSCALLE INVESTMENTS PVT LTD does NOT do:
We do NOT provide personalised investment advice | We are NOT a SEBI RIA | We do NOT guarantee returns | We do NOT provide tax, legal, or accounting advice | We do NOT facilitate Direct Plan investments
2. Investment Risk Disclaimer
Mutual Funds
- Mutual Fund investments are subject to market risks — NAV may rise or fall based on market conditions
- Past performance does not guarantee future returns — do not invest based on past performance alone
- There is no assurance that the investment objective of any scheme will be achieved
- UPPSCALLE INVESTMENTS PVT LTD deals in Regular Plans only — trail commission is earned from AMCs as part of TER, which is not an additional charge to investors
- Direct Plans are available at lower expense ratios through AMC portals — UPPSCALLE INVESTMENTS PVT LTD does not facilitate Direct Plan investments
- Please read the Scheme Information Document (SID), Statement of Additional Information (SAI), and Key Information Memorandum (KIM) carefully before investing
Insurance
Insurance is the subject matter of solicitation. UPPSCALLE INVESTMENTS PVT LTD is an IRDAI-licensed intermediary (Licence No.: NA | Valid until: NA). Please read the policy document carefully before purchasing any insurance product. Tax benefits are subject to changes in tax laws.
Alternative Investment Funds (AIF)
AIF investments carry higher risk including illiquidity risk, concentration risk, and capital loss risk. Minimum investment is Rs. 1 Crore. AIF investments are subject to lock-in periods. Investors should have adequate risk appetite and financial capacity before investing in AIFs.
Specialised Investment Funds (SIF)
SIF is a new asset class introduced by SEBI in 2024. Minimum investment is Rs. 10 Lakhs per transaction. SIF carries relatively higher risk than regular Mutual Funds. Investors should read all SIF-related documents carefully before investing.
National Pension System (NPS)
NPS is a long-term retirement savings product regulated by PFRDA. NPS investments in equity (E) and corporate bond (C) allocations are subject to market risks. At least 40% of corpus must be used to purchase an annuity at maturity. Tax benefits are subject to changes in tax laws.
3. Website Content Disclaimer
- The content on www.uppscalle.com is for general information and educational purposes only — it does not constitute investment advice
- Information on this website is updated periodically but may not always reflect the most current market conditions or regulatory changes
- UPPSCALLE INVESTMENTS PVT LTD does not warrant the accuracy, completeness, or timeliness of any information on this website
- Any views, opinions, or market commentary on this website are the general views of UPPSCALLE INVESTMENTS PVT LTD and should not be construed as personalised advice
- Third-party links on this website are provided for convenience only — UPPSCALLE INVESTMENTS PVT LTD is not responsible for third-party content
Calculator Disclaimer: All financial calculators on this website provide illustrative projections only. Results are based on assumptions provided by users and do not account for taxes, inflation, fund manager performance, or other variables. Calculator outputs do NOT constitute investment advice or a guarantee of returns.
4. Commission & Remuneration Disclosure
- UPPSCALLE INVESTMENTS PVT LTD receives trailing commission from AMCs on Regular Plan Mutual Fund investments — this is part of the scheme's TER and is not an additional charge to investors
- Exact commission details are available on our Commission Disclosure page at www.uppscalle.com/commission-disclosure
- Commission earned on your investments is visible in your Consolidated Account Statement (CAS) from CAMS, KFintech, or MF Central
- All product recommendations are based on investor suitability — never on commission rates received
- UPPSCALLE INVESTMENTS PVT LTD does not receive any non-cash benefits, gifts, or incentives from AMCs that could create a conflict of interest
5. Grievance Redressal Officer (GRO)
For any complaints, queries, or grievances — contact our GRO:
GRO NameAmit Chandrakant Shah
DesignationAmit Chandrakant Shah - Director
Phone9825184365
Address538, ISKON EMPORIO, NEAR STAR BAZAAR, JODHPUR CROSS ROAD, SATELITE, AHMEDABAD-380015
Response TimeAcknowledgement within 3 working days | Resolution within 15 working days
6. Grievance Escalation Matrix
If not satisfied with our response, escalate in the following order:
1
UPPSCALLE INVESTMENTS PVT LTD GRO
2
AMC Investor Relations
Contact concerned AMC directly
4
SEBI SCORES
scores.sebi.gov.in
1800-266-7575
5
SMART ODR
smartodr.in
Conciliation & Arbitration
7. Regulatory Registration Details
| Registration | Details |
|---|
| AMFI ARN | 182598 | Initial: [Initial Reg. Date] | Valid Until: [Validity Date] | Verify at amfiindia.com/find-mf-distributor |
| IRDAI Licence | NA | Valid Until: NA | Verify at irdai.gov.in |
| AMFI SIF Registration | 182598 (SIF) | Verify at amfiindia.com |
| PFRDA POP | [Fill PFRDA POP Registration No.] | Verify at pfrda.org.in |
Investors can verify all registrations independently using the official portals mentioned above. Report any discrepancy to SEBI at scores.sebi.gov.in or AMFI at
[email protected].
8. Data Privacy
All personal data collected by UPPSCALLE INVESTMENTS PVT LTD is handled in accordance with our Privacy Policy (available at www.uppscalle.com/privacy-policy) and the Digital Personal Data Protection Act 2023 (DPDPA 2023). Your data is never sold or shared with unauthorised third parties.
9. Limitation of Liability
- UPPSCALLE INVESTMENTS PVT LTD shall not be liable for any investment losses arising from market fluctuations or scheme performance
- UPPSCALLE INVESTMENTS PVT LTD shall not be liable for decisions made by investors based on general information or educational content on this website
- Our liability is limited to the specific service transaction in question, as permitted by applicable law
- This website and its content are provided "as is" without any warranty of any kind
10. Intellectual Property
All content on www.uppscalle.com including text, graphics, logos, calculators, and design is the intellectual property of UPPSCALLE INVESTMENTS PVT LTD. Reproduction without written permission is prohibited. AMFI, SEBI, and AMC logos used on this website are the property of their respective owners and are used for informational purposes only.
Our Commitment
UPPSCALLE INVESTMENTS PVT LTD is committed to ethical, transparent, and investor-first practices. If you believe any content on this website is misleading or any of our practices are non-compliant, please contact our GRO at
[email protected] or report to SEBI SCORES at
scores.sebi.gov.in.
Last Updated: August 2026 | UPPSCALLE INVESTMENTS PVT LTD | 182598 | www.uppscalle.com | Subject to revision as per regulatory updates
