Compliance · Disclosures

Regulatory Information

The full set of registrations, appointments, and statutory disclaimers under which Reliserve Wealth offers Mutual Fund Distribution and Insurance Agency services.

Mutual Fund Distribution

AMFI-registered Mutual Fund Distributor

ARN: 369518

Reliserve Wealth operates within the regulatory framework laid down by SEBI (Securities and Exchange Board of India) and adheres to the Code of Conduct for Mutual Fund Distributors prescribed by AMFI (Association of Mutual Funds in India).

Insurance Agency

IRDAI-registered Insurance Agent appointments

Non-Life Insurer

ICICI Lombard General Insurance Company Ltd.

Agency Code: ILG50017

Date of Appointment: 13 Jun 2019

Life Insurer

Axis Max Life Insurance Co. Ltd.

Agency Code: MAX42874H

Date of Appointment: 26 Aug 2026

Rohan Ghotage (operating under the trade name Reliserve Wealth) is a licensed insurance agent registered with the Insurance Regulatory and Development Authority of India (IRDAI).

Disclaimer · 01

Mutual Fund Disclaimer

Mutual fund investments are subject to market risks. Please read the scheme information document and key information memorandum carefully before investing. Past performance is not indicative of future returns. Reliserve Wealth is a mutual fund distributor registered with AMFI. Reliserve Wealth does not guarantee or assure any returns on investments.

Disclaimer · 02

Insurance Disclaimer

Insurance is the subject matter of solicitation. Rohan Ghotage (Reliserve Wealth) is a licensed insurance agent registered with IRDAI. We do not underwrite an insurance policy nor can we influence any insurance decision. Please read the policy terms and conditions carefully before concluding the sale. The purchase of insurance is voluntary.

Cost structure · Advisory

A note on costs, taxes and plan types

All current and prospective investors are advised to check and evaluate the Exit Loads, Taxation, and other cost structures (TER) applicable before making an investment decision in mutual fund schemes.

At Reliserve Wealth, we only offer Regular Plans of mutual fund schemes and earn a trailing commission on the investment amount.

Entity

Trade name

Reliserve Wealth is the trade name under which Rohan Ghotage operates.

Grievance redressal

How to raise a concern

If you have a concern about our service, please write to grievance@reliservewealth.com or use our Grievance Redressal Form for a tracked response.

Unresolved complaints relating to mutual funds may be escalated to AMFI (amfiindia.com), and those relating to insurance to IRDAI (irdai.gov.in) or the Insurance Ombudsman.

Reliserve Wealth

Build your wealth. Protect your plan.

Get in touch

Phone: +91 70289 77777
Email: contact@reliservewealth.com

Reliserve Wealth
#304, 3rd Floor, Laxmi Towers,
Swami Vivekananda Road,
Opp Junta House,
Panaji 403 001, Goa, INDIA

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Regulatory Information

Reliserve Wealth · Mutual Fund Distributor · ARN 369518 · Licensed Insurance Agent.

Reliserve Wealth operates under the regulatory framework laid down by SEBI and IRDAI for all the services it offers. We adhere to the Code of Conduct for Mutual Fund Distributors prescribed by AMFI (Association of Mutual Funds in India).

Mutual Fund Disclaimer

Mutual fund investments are subject to market risks. Please read the scheme information document and key information memorandum carefully before investing. Past performance is not indicative of future returns. Reliserve Wealth is a mutual fund distributor registered with AMFI. Reliserve Wealth does not guarantee or assure any returns on investments.

Insurance Disclaimer

Insurance is the subject matter of solicitation. Rohan Ghotage (Reliserve Wealth) is a licensed insurance agent registered with IRDAI. We do not underwrite an insurance policy nor can we influence any insurance decision. Please read the policy terms and conditions carefully before concluding the sale. The purchase of insurance is voluntary.

For more information, visit our Regulatory Page.

Grievance Redressal: If you have a concern about our service, please write to grievance@reliservewealth.com or use our Grievance Redressal Form for a tracked response. Unresolved complaints relating to mutual funds may be escalated to AMFI (amfiindia.com), and those relating to insurance to IRDAI (irdai.gov.in) or the Insurance Ombudsman.

Reliserve Wealth is the Trade Name under which Rohan Ghotage operates.

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