Rights & Obligations of Investors

Your rights

To receive the Scheme Information Document, Key Information Memorandum and Statement of Additional Information before investing.

To know the risk category assigned to you and to receive a copy of your risk profile.

To know the commission we receive on every scheme you invest in.

To receive transaction confirmations from the AMC / Registrar and a Consolidated Account Statement showing your holdings and the commission paid to us.

To invest directly with the AMC (Direct Plan) without a distributor, if you so choose.

To have your complaint acknowledged within 3 working days and resolved within 15 working days, and to escalate to the AMC, SEBI SCORES and SMART ODR.

To access, correct or erase your personal data and to withdraw consent, as per the Digital Personal Data Protection Act, 2023.

Your obligations

Complete KYC, provide PAN, FATCA / CRS declaration and nomination, and keep them updated.

Read the scheme documents and understand the risks before investing.

Never sign blank forms, never pay in cash or to a personal account, and never share OTPs or passwords.

Check every confirmation and statement and report any discrepancy at once.

Inform us of any change in your financial situation, goals or contact details.

Our obligations

Deal with you only through persons holding a valid NISM certification and EUIN.

Suggest only schemes that match your recorded risk profile, and take your written acknowledgement before executing any scheme outside it.

Disclose commission, share scheme documents and explain risks before every investment.

Keep your data confidential and use it only to service your investments.

Follow the AMFI Code of Conduct and cooperate with due diligence by AMCs and AMFI.

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully.