Compliance & Disclosures

Regulatory Status

Bharat Heritage Fund, with the scheme named Vraja Heritage Fund, is registered with the Securities and Exchange Board of India (SEBI) as a Category II Alternative Investment Fund under the SEBI (AIF) Regulations, 2012.

Important Notices

• The information on this website is not an offer, not a solicitation, and not investment advice.
• AIF investments are meant only for sophisticated, high net-worth, or accredited investors.
• The Fund does not guarantee returns, capital protection, or performance.
• Past performance of similar strategies does not guarantee future results.

Risk Factors

Investing in a Category II AIF involves risks including but not limited to:

Important: Investors must read the PPM (Private Placement Memorandum) carefully before investing.

Governance & Oversight

The Fund follows a robust governance framework:

• Independent Auditor
• Third-party Valuer
• Quarterly Reporting
• Annual Compliance Reporting to SEBI
• SPV-level oversight & monitoring

Investor Eligibility

Investments can only be accepted from:

Minimum commitment: ₹ 1 Crore (except accredited investors).

Anti-Money Laundering (AML) Compliance

• Full KYC verification
• FATCA/CRS declarations
• Source-of-funds verification
• AML & PEP checks