Key Terms
and Disclosures

Blue Edge as a Multi-Family Investment Office is not a RIA and acts as a bridge for its clients by aggregating the best-in-class financial market service providers across verticals on a single platform via distribution and referral tie-ups. For investments executed by clients using Blue Edge’s aggregation platform as a 'AMFI Registered Mutual Fund Distributor' (MFD) or distribution partner for a Portfolio Management Services / AIF etc., the platform receives compensation from the respective Mutual Fund / PMS / AIF etc. towards distribution / referral fee and not from the client. This compensation so received is disclosed & agreed as a commercial understanding between the respective families and Blue Edge for availing the platform’s services.