FAQs for AXELA ®

1. General Information

What is AXELA ® primary focus?
AXELA ® offers a comprehensive range of financial products and solutions to meet the diverse needs of individual and institutional clients. These include regulated investment opportunities and alternative financial instruments.

Does AXELA ® offer all financial products directly?
Not necessarily. While AXELA ® provides direct access to some financial products, others may be offered in partnership or through affiliate/referral arrangements with regulated entities. This ensures a wider range of solutions while maintaining compliance with regulations.

2. Products and Services

Which financial products are accessible through AXELA ®?
AXELA ® offers access to:

• Equity-based Products: Including smallcase equity baskets and unlisted equities.

• Debt-based Instruments: Corporate bonds, government securities, and fixed-income portfolios.

• Alternative Investments: Private credit, venture capital, and real estate opportunities.

• Insurance Products: Covering life, health, and general insurance needs.

Are products offered regulated?
Yes, all products distributed or referred by AXELA ® comply with regulations issued by SEBI, IRDAI, RBI, or other relevant authorities.

Does AXELA ® deal with speculative or unregulated products?
No, AXELA ® does not engage in speculative or unregulated instruments like cryptocurrency, FOREX trading, or other non-compliant products.

3. Types of Clients

Who can be a client of AXELA ®?
AXELA ® serves:

• High Net-Worth Individuals (HNIs)

• Ultra-High Net-Worth Individuals (UHNIs)

• Family Offices

• Corporate Entities

• Emerging investors with portfolios below SEBI-defined thresholds (through fundpe ®, a dedicated arm of AXELA ®).

Can first-time investors work with AXELA ®?
Yes, first-time investors or emerging investors are welcome through fundpe ®, where they can explore tailored financial products.

4. Types of Financial Assets

What are the key types of financial assets offered?
Equity Assets: Public and private equities, including curated baskets like smallcase portfolios.
Debt Instruments: Bonds, non-convertible debentures, and treasury instruments.
Hybrid Products: Balanced and structured portfolios combining equity and debt.
Alternative Assets: Venture capital, private credit, and real estate.
Insurance Products: Comprehensive coverage options for financial security.

5. Regulatory Compliance

How does AXELA ® ensure compliance with financial regulations?
AXELA ® operates under strict adherence to regulatory standards set by SEBI, RBI, and IRDAI, and only engages in distributing or referring regulated financial products.

Does AXELA ® handle unregulated products?
No, AXELA ® avoids unregulated or speculative financial products, such as cryptocurrency, FOREX, or binary options, to prioritize client safety and regulatory compliance.

6. Exclusions

Are there any products AXELA ® explicitly avoids?
Yes, AXELA ® does not deal with the following:

• Cryptocurrency

• FOREX Trading

• Binary Options or other speculative instruments

• Any product outside the regulatory framework of SEBI, RBI, or IRDAI

7. Partnerships and Affiliations

How does AXELA ® collaborate with other entities?
AXELA ® works as a partner or affiliate with SEBI-registered intermediaries, insurance providers, and other regulated entities to provide clients with access to a wider range of financial products.

Does AXELA ® act as an intermediary or advisor?
AXELA ® primarily distributes products directly or through partnerships. Any intermediary services are conducted in association with SEBI-registered entities.

8. Getting Started

How can clients connect with AXELA ®?
Clients can reach out via AXELA ®’s official website, contact email, or helpline for inquiries and onboarding.

What is fundpe ®, and how does it serve clients?
fundpe ® is AXELA ®’s dedicated platform for emerging investors, offering a range of financial products tailored to clients below SEBI-defined HNI/UHNI thresholds.

9. Additional Considerations

Why should I choose AXELA ®?
AXELA ® prioritizes regulatory compliance, client-centric solutions, and partnerships with established financial entities to provide a seamless and secure financial experience.

Does AXELA ® charge fees for its services?
Fee structures vary depending on the financial product and service. Detailed information is provided during the onboarding process.

For more information, contact us at corporate.connect@axela-india.com