Investor Charter
Our commitments to you as a SEBI-registered mutual fund distributor, and what we ask of you in return.
On This Page
1. Vision & Mission
Vision: To make investors financially aware, and to help them invest in market-linked and fixed-income products best suited to their goals.
Mission: To distribute financial products transparently, disclosing commission on request, stating risk before return, and supporting investors through the full life of their investment — not just at the point of sale.
2. Services We Provide As A Distributor
- Explaining scheme categories, features and risks in plain language before you invest
- Assisting with KYC, application and onboarding for mutual funds, Portfolio Management Services, insurance, bonds, deposits and NPS
- For PMS, sharing the Portfolio Manager's Disclosure Document and explaining fees, minimum investment (₹50 lakh) and risks before you sign the client agreement
- Processing purchase, redemption, switch and SIP instructions on your behalf
- Sharing account statements and reminding you to keep nominee details updated
- Assisting with service requests — address change, bank mandate change, nominee update
3. Your Rights As An Investor
- The right to receive all information relevant to your investment decision, including risks and charges
- The right to know the commission earned by your distributor on any transaction, on request
- The right to receive timely account statements and transaction confirmations
- The right to a nominee on every folio and policy
- The right to a fair, timely response to any grievance, and to escalate it if unresolved
4. What We Expect From You
- Complete your KYC accurately and keep it updated
- Read scheme documents, policy wording and offer documents before investing
- Never share your login credentials, OTPs or transaction PINs with anyone, including us
- Invest only through official, traceable payment channels — never in cash to an individual
- Inform us promptly of any change in address, bank details or nominee
5. Grievance Redressal
See our full Grievance Redressal page for the complete process, response timelines and escalation matrix, including AMFI and SEBI SCORES.
6. Do's & Don'ts
| Do | Don't |
|---|---|
| Invest directly with the AMC/insurer in your own name | Never transfer money to an individual's personal account |
| Ask for the commission on any scheme before investing | Never invest based on a promise of guaranteed or assured returns |
| Register a nominee on every folio and policy | Never share OTPs, passwords or transaction PINs with anyone |
| Keep your KYC and contact details updated | Never sign blank forms or leave key fields incomplete |