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Capital Fort vs Fort Capital: Important Clarification About Similar Business Names in India.

Capital Fort Financial Services, Fort Capital and Capital Fort Advisory: Understanding the Difference In India, businesses sometimes operate under names that sound similar even though they are completely separate entities. This can create confusion, especially when those businesses operate within the broader financial-services industry. This article has been published by Capital Fort Financial Services solely for public information, identification and clarity. It explains the difference between: Capital Fort — Capital Fort Financial Services Fort Capital — Fort Capital Investment Advisory Pvt. Ltd. Capital Fort Advisory — a separate Mumbai-based business represented through a LinkedIn page These entities are independent of one another. Capital Fort Financial Services has no ownership, partnership, association, affiliation or business connection with either Fort Capital Investment Advisory Pvt. Ltd. or Capital Fort Advisory. Who We Are: Capital Fort Financial Services Capital Fort is the brand name of Capital Fort Financial Services, a partnership firm based in Mandya, Karnataka. Our official website is: capitalfort.in Capital Fort Financial Services is an AMFI-registered Mutual Fund Distributor holding ARN-350415. We are primarily engaged in mutual fund distribution, investor awareness, financial-product facilitation, onboarding assistance, documentation support, transaction assistance and ongoing service support. The financial products and services facilitated by Capital Fort may include: Mutual funds Life insurance Health insurance Bonds and debentures Fixed deposits Loan Against Securities Demat-account facilitation through authorised service providers Investor-awareness and financial-education programmes Our role is that of a distributor, facilitator and service-support provider. We do not manufacture mutual fund schemes, manage investors’ money as a portfolio manager or guarantee the performance of any financial product. Capital Fort Does Not Provide Investment-Advisory Services Capital Fort Financial Services is not a SEBI-registered investment adviser, and we do not offer investment-advisory services. We do not represent ourselves as an investment adviser, portfolio manager, research analyst, asset-management company or fund manager. Information shared through our website, calculators, blogs, videos, workshops and awareness programmes is intended for general education, information and awareness. Our official identity should therefore be understood as: Capital Fort Financial Services — AMFI-registered Mutual Fund Distributor, ARN-350415 Who Is Fort Capital Investment Advisory Pvt. Ltd.? Fort Capital Investment Advisory Pvt. Ltd., which uses the brand name Fort Capital, is a separate Mumbai-based organisation. Its official website is: fortcapital.in According to information published on its website, Fort Capital describes itself as an asset-management firm offering investment strategies, Portfolio Management Services and products involving areas such as equity, arbitrage, derivatives and alternative investment approaches. Its website publicly displays the following registrations: Investment Adviser – Non-Individual: INA000002751 Portfolio Manager – Non-Individual: INP000006031 Research Analyst: INH000024851 Fort Capital’s website also presents investment strategies such as Fort Dynamic, Fort Value, Fort Enhance and Absolute Alternates. Therefore, Fort Capital Investment Advisory Pvt. Ltd. is not the same organisation as Capital Fort Financial Services. Capital Fort vs Fort Capital: The Main Differences Capital Fort Financial Services Brand name: Capital FortOfficial website: capitalfort.inLocation: Mandya, KarnatakaBusiness structure: Partnership firmRegistration displayed: AMFI Mutual Fund Distributor, ARN-350415Primary role: Distribution and facilitation of mutual funds and other financial productsInvestment advisory: Not providedPortfolio management: Not provided directlyResearch-analyst services: Not provided Fort Capital Investment Advisory Pvt. Ltd. Brand name: Fort CapitalOfficial website: fortcapital.inLocation: Mumbai, MaharashtraBusiness structure: Private limited companyPrimary role: Asset management, investment advisory, Portfolio Management Services and research-related activitiesRegistrations displayed: SEBI Investment Adviser, Portfolio Manager and Research Analyst registrationsInvestment strategies: Publishes and manages various investment strategies and products The words in the two names may appear similar, but the order of the words, legal identities, websites, registrations, locations and nature of services are different. What Is Capital Fort Advisory? We have also identified a separate LinkedIn company page operating under the name Capital Fort Advisory. According to the publicly visible LinkedIn page, Capital Fort Advisory identifies itself as a Mumbai-based financial-services business providing services connected with: Bank-loan consultancy Working-capital and project finance Accounts and bookkeeping Direct and indirect taxation Corporate incorporation GST, ROC and compliance-related services The LinkedIn page states that the business is based in Mumbai, was founded in 2016 and has a company size of 2–10 employees. However, the LinkedIn page currently lists capitalfort.in as its website. Important Clarification Regarding the LinkedIn Website Listing The domain capitalfort.in belongs to and represents Capital Fort Financial Services of Mandya, Karnataka. Capital Fort Financial Services has no connection, association, ownership arrangement, partnership or affiliation with the Mumbai-based LinkedIn page named Capital Fort Advisory. We have not authorised Capital Fort Advisory to represent capitalfort.in as its website. Visitors should therefore not assume that the services, employees, statements or activities shown on that LinkedIn page are connected with Capital Fort Financial Services. Based on the publicly available LinkedIn information, Capital Fort Advisory appears to focus on bank-loan consultancy, taxation, bookkeeping and corporate-compliance services. These are different from the mutual fund distribution and financial-product facilitation activities conducted by Capital Fort Financial Services. We are not making any statement regarding the ownership, registration status or legitimacy of Capital Fort Advisory beyond the information publicly displayed on its LinkedIn page. This clarification is limited to confirming that it is not connected with Capital Fort Financial Services and is not authorised to represent capitalfort.in as its website. How to Identify the Official Capital Fort To confirm that you are communicating with the correct Capital Fort, please verify the following details: Official name: Capital Fort Financial ServicesBrand name: Capital FortOfficial website: capitalfort.inOfficial email domain: @capitalfort.inLocation: Mandya, KarnatakaAMFI registration: ARN-350415Nature of business: Mutual fund distribution and financial-product facilitation Any organisation using a similar name should not automatically be assumed to be associated with us. No Affiliation or Connection For complete clarity: Capital Fort Financial Services is not Fort Capital Investment Advisory Pvt. Ltd. Capital Fort Financial Services is not Capital Fort Advisory of Mumbai. Fort Capital Investment Advisory Pvt. Ltd. does not own or operate capitalfort.in. Capital Fort Advisory does not own or operate capitalfort.in. Capital Fort Financial Services does not provide SEBI-registered investment-advisory services. Capital Fort Financial Services has not authorised either of these entities to represent itself or use capitalfort.in as their official website. The similarity between

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Who We Are: The Story and Purpose of Capital Fort

Who We Are: Building Financial Awareness and Confidence Money plays an important role in almost every stage of life. It influences how we manage our daily needs, prepare for emergencies, support our families and work towards future goals. However, financial products and investment concepts can often feel complicated, especially for people who are beginning their financial journey. At Capital Fort Financial Services, our purpose is to make financial awareness more accessible, understandable and practical. We believe people should have clear information about financial products, their features, associated risks and important conditions before making a financial decision. Our Story Capital Fort Financial Services was established with a simple objective: to help individuals and families better understand saving, investing, protection and long-term financial discipline. Many people work hard and save regularly, but may still be uncertain about: Where to begin investing How inflation affects future expenses How mutual funds work What risks are involved in market-linked investments Why starting early can be beneficial How financial products differ from one another Why regular review and discipline are important Capital Fort was created to help bridge this awareness gap through simple communication, educational initiatives and access to financial products. Who We Are Capital Fort Financial Services is an AMFI-registered Mutual Fund Distributor holding ARN-350415. We are not registered with SEBI as an Investment Adviser. Our role as a Mutual Fund Distributor is to facilitate mutual fund investments and provide general information about mutual fund products, processes and investor-related requirements. We aim to help investors understand the basic features, risks and important considerations associated with mutual funds before they make an investment decision. What We Do We facilitate access to various financial products and services, including: Mutual funds Systematic Investment Plans Lumpsum mutual fund investments Life insurance Health insurance Fixed deposits Bonds and other eligible financial products Demat and investment account solutions Mutual fund investments may be facilitated through our authorised distribution arrangements and digital transaction platforms. Other financial products or services may be facilitated through appropriately registered third-party intermediaries, platforms, insurers or product providers, subject to their respective terms, eligibility requirements and regulatory conditions. The availability of any product or service may depend on the investor’s eligibility, documentation and the policies of the respective product provider. Our Role as a Mutual Fund Distributor As a Mutual Fund Distributor, we assist investors with mutual fund-related processes such as: Understanding the basic categories of mutual funds Accessing information about available mutual fund schemes Completing KYC and required documentation Initiating SIP or lumpsum transactions Facilitating account-opening and transaction processes Assisting with service requests and operational requirements Sharing general educational information about mutual funds Encouraging investors to read scheme-related documents carefully We do not promise or guarantee returns. Mutual fund returns are market-linked and may vary depending on market conditions, scheme performance, investment duration and other factors. More Than Product Distribution We believe financial awareness should come before financial action. Our work is not limited to facilitating transactions. We also aim to help people understand essential financial concepts so they can ask better questions and make more informed decisions. Some of the topics we commonly explain include: The difference between saving and investing The importance of maintaining an emergency fund The effect of inflation on purchasing power The role of compounding over long periods The importance of starting early The relationship between risk and return The benefits of disciplined investing The need to review investments periodically Common emotional and behavioural mistakes made by investors The importance of insurance in protecting against financial uncertainty The purpose of these discussions is educational and awareness-oriented. They should not be treated as personalised investment advice or comprehensive financial planning. Financial Awareness Programmes Financial literacy remains limited among many individuals, even when they earn a regular income. People may understand how to earn money but may not always know how to manage, protect or invest it effectively. To support greater financial awareness, Capital Fort conducts educational and investment awareness programmes for: Employees and corporate teams Teachers and educational institutions Parents and families College faculty and students Professionals Community organisations and groups These programmes may cover topics such as: Why financial awareness matters Saving versus investing How inflation affects future costs Introduction to mutual funds Understanding SIPs Basic money management Goal-based investing concepts Retirement awareness Planning for children’s future requirements Common investment mistakes Understanding market-related risk These sessions are intended for general education and awareness. They do not constitute personalised investment advice, return assurance or recommendations for any specific mutual fund scheme. Our Approach Simple Communication Financial information should not be difficult to understand. We aim to explain financial concepts in plain, beginner-friendly language without unnecessary technical terms. Transparency Investors should understand the important features, risks, charges and conditions associated with a product before investing. We encourage investors to read all relevant product and scheme-related documents carefully. Awareness Before Action We believe an investor should understand why they are investing, the time period involved and the risks they may face. Investment decisions should not be based only on advertisements, past returns, market trends or recommendations from others. Long-Term Discipline Investment markets may rise or fall over different periods. Long-term financial progress requires realistic expectations, patience, periodic review and disciplined behaviour. No Guaranteed Returns We do not promote assured or guaranteed returns from mutual funds or other market-linked investments. Actual returns may differ from illustrations, estimates or historical performance. Responsible Communication We avoid exaggerated claims, unrealistic projections and statements that may create false expectations. Our aim is to encourage informed participation rather than hurried investment decisions. Who We Serve Subject to applicable regulations, eligibility and documentation, we may assist different categories of investors, including: Individual investors Families Salaried employees Self-employed professionals Business owners Joint account holders Hindu Undivided Families Non-Resident Indians High-net-worth individuals Minors investing through a parent or legal guardian Every investor’s circumstances may be different. Age, income, responsibilities, investment duration, liquidity requirements and comfort with risk may influence how a financial product is evaluated. A product suitable for one investor may not

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