Terminology matters in financial services. The words regulators, distributors, and advisors use aren't interchangeable — they define legal boundaries and operational responsibility. SEBI and AMFI guidelines exist to protect investors, and they're the reason this practice's boundaries are worth stating plainly.
Mannheim Capital is a boutique mutual fund distribution practice operated by Ashok M (ARN: 267503). As a Mutual Fund Distributor (MFD), my function is centered around execution, administration, and selection of diversified mutual fund schemes.
"Our focus is order, structural placement, and administration. We do not act as investment advisors."
What this practice does: We compile selected lists of mutual fund schemes based on first-principles asset allocation, assist with the administrative setup and execution of transactions, provide regular capital tracking, and offer quiet, long-term administrative oversight.
What this practice does not do: We do not offer fee-based customized financial planning, write direct investment advisory contracts, or make speculative trading recommendations. If you require formal advisory suitability contracts or customized direct equity/derivative planning, you must engage a SEBI Registered Investment Advisor (RIA).
By focusing on mutual fund distribution and long-term execution, we maintain a clear, honest structure. This is intended to keep the services aligned with regulatory standards and professional competence.
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