EZY Invest is a SEBI-registered investment advisory and distribution platform operating under the regulatory framework of the Securities and Exchange Board of India. We offer access to Alternative Investment Funds (AIF), Portfolio Management Services (PMS), Global and GIFT City fund structures, and related investment products to eligible investors across India and internationally. Use of this website and our services constitutes your acceptance of these Terms and Conditions in full.
Regulatory Status
EZY Invest operates as a SEBI Registered Investment Adviser and AMFI Registered Mutual Fund Distributor. All advisory and distribution activities are conducted in compliance.
Eligibility
Our services are intended only for:
– Resident Indian individuals with a valid PAN, Aadhaar, and bank account
– Non-Resident Indians (NRIs) holding valid NRE/NRO accounts with FEMA-compliant documentation
– Hindu Undivided Families (HUFs), partnership firms, companies, trusts, and family offices meeting applicable regulatory eligibility criteria
– Accredited investors as defined under SEBI regulations
By accessing our platform, you confirm that you meet the eligibility criteria for the investment products you are enquiring about or investing in. Minimum investment thresholds – ₹50 Lakhs for PMS and ₹1 Crore for AIF are regulatory requirements set by SEBI and are non-negotiable.
Nature of Information on This Website
All content published on this website — including fund descriptions, product comparisons, market commentary, blog articles, and performance data — is for informational and educational purposes only. Nothing on this website constitutes:
– A solicitation or offer to buy or sell any security or investment product
– Personalised investment advice tailored to your individual financial situation
– A guarantee of returns or assurance of capital protection
Past performance of any fund, strategy, or asset class mentioned on this website is not indicative of future results. All investments carry risk, including the possible loss of principal.
Investment Risks
Investments in AIF, PMS, equity, debt, and global instruments are subject to market, credit, liquidity, currency, and regulatory risks, AIF products carry lock-in periods typically ranging from three to seven years and may have limited or no secondary market liquidity, Global investments made under the RBI Liberalized Remittance Scheme (LRS) are subject to foreign exchange fluctuations and applicable LRS limits of USD 250,000 per financial year, GIFT City fund structures are regulated by the International Financial Services Centres Authority (IFSCA) and involve cross-border regulatory considerations, Tax treatment of returns depends on your residential status, holding period, asset class, and applicable tax laws, which are subject to change.
EZY Invest strongly recommends that you consult your tax advisor and legal counsel before making any investment decision.
No Guaranteed Returns
EZY Invest does not promise, project, or guarantee any specific rate of return on any investment product. Any indicative returns, historical performance figures, or benchmark comparisons shared during advisory discussions or on this website are illustrative only and must not be construed as assured outcomes.
KYC and Anti-Money Laundering Compliance
All investors are required to complete a valid Know Your Customer (KYC) process in accordance with SEBI, PMLA, and RBI guidelines before any investment is executed. EZY Invest reserves the right to:
– Reject applications that are incomplete or fail to meet KYC standards
– Report suspicious transactions to the Financial Intelligence Unit (FIU-IND) as required by law
– Terminate client relationships where compliance obligations cannot be met
Client Obligations
As a user of this platform and client of EZY Invest, you agree to:
– Provide accurate, complete, and up-to-date personal and financial information
– Disclose all material information relevant to your investment profile including risk appetite, financial goals, and existing liabilities
– Not use this platform for any unlawful purpose, including money laundering, tax evasion, or fraud
– Promptly notify EZY Invest of any change in your residential status, contact details, or financial circumstances
Fees and Charges
EZY Invest earns fees through advisory charges, distribution commissions from fund houses, and trail fees, as applicable and disclosed in the Client Agreement. All fee structures are disclosed transparently prior to onboarding in accordance with SEBI’s fee disclosure norms. Distributor commissions received from AMCs and fund managers are disclosed in the applicable scheme documents.
Confidentiality and Data Privacy
EZY Invest collects and processes your personal data solely for the purpose of delivering investment services, meeting regulatory obligations, and improving platform experience. By submitting your information on this website, you consent to its use as described above.
Intellectual Property
All content on this website including text, graphics, logos, product descriptions, and data compilations is the intellectual property of EZY Invest. Reproduction, redistribution, or commercial use of any content without prior written permission is strictly prohibited.
Limitation of Liability
To the fullest extent permitted by applicable law, EZY Invest, its directors, employees, and advisors shall not be liable for Any investment loss arising from reliance on information published on this website, Interruptions or errors in platform access or data feeds, Actions taken by third-party fund managers, custodians, or partner institutions. Your sole remedy for dissatisfaction with the platform or its content is to discontinue use.
Governing Law and Jurisdiction
These Terms and Conditions are governed by the laws of India. Any disputes arising out of or in connection with these terms shall be subject to the exclusive jurisdiction of courts in [City], India, and where applicable, to SEBI’s regulatory dispute resolution mechanisms.
Amendments
EZY Invest reserves the right to update these Terms and Conditions at any time. Continued use of the website following any update constitutes your acceptance of the revised terms. We recommend reviewing this page periodically.
By using this website, you confirm that you have read, understood, and agreed to these Terms and Conditions.