Your Rights
- Complete and accurate scheme information (SID, SAI, KIM) before investing.
- Disclosure of all commission received by us.
- Transaction confirmations and Consolidated Account Statements from the RTAs.
- Risk profiling before any scheme is suggested, and only suitable suggestions.
- A written Unsuitability Communication if you choose to invest beyond your risk profile.
- Privacy and data protection under DPDPA 2023, including access, correction and erasure.
- To lodge a complaint with us, SEBI SCORES or SMART ODR.
- To choose or change your distributor, or to invest in Direct Plans directly with the AMC, at any time.
Your Obligations
- Provide accurate personal, financial and KYC information and update it when it changes.
- Read all scheme documents before investing.
- Answer the risk profiling questionnaire honestly.
- Understand that all Mutual Fund investments carry market risk.
- Keep your OTP, passwords and login details confidential.
- Keep copies of transaction documents and report any unauthorised transaction immediately.
Our Obligations
- Act in your best interest and follow SEBI regulations, AMFI guidelines and the AMFI Code of Conduct.
- Give complete and transparent information about schemes and risks.
- Disclose commission and keep the disclosure updated.
- Risk-profile every investor and suggest only suitable schemes.
- Place transactions only through authorised platforms on your confirmation.
- Keep your information confidential as per our Privacy Policy.
- Acknowledge complaints within 3 working days and resolve within 15 working days.
- Never make misleading statements or guarantee returns.